categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Saas: CRM & the Extended Enterprise
In the recently concluded Philippe Courtot interview, we discussed at length the Extended Enterprise and its challenges from the perspective of Collaboration and Security. I wrote a follow-on piece on how Webex has done an excellent job capitalizing on the Extended Enterprise opportunity. (You can read the Courtot interview here: [Part 1] [Part 2] [Part
CAD / PLM Shuffles
There have been several changes in the CAD / PLM market in the last year, with UGS being purchased by Siemens for $3.5 Billion, and with Dassault reducing its dependence on IBM Global Services. Both moves are surprising, since I don’t at all, see any synergy between Siemens and UGS, and the IBM-Dassault partnership was
Saas: Webex & the Extended Enterprise
In the Philippe Courtot interview, we discussed at length the Extended Enterprise and its challenges from the perspective of Collaboration and Security. (You can read the Courtot interview here: [Part 1] [Part 2] [Part 3] [Part 4] [Part 5] [Part 6] [Part 7] [Part 8] [Part 9] [Part 10] [Part 11]) One company that has
Web 3.0 = (4C+P+VS) = YahooBAY
On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is
Is Cadence Growing at the Expense of Magma?
I have written extensively about the structural dysfuctions of the EDA industry in Future of EDA, Future of EDA: Addendum. The only two growth areas in the EDA market are Design for Manufacturability / Yield (DFM / DFY) and the pre-synthesis part of the flow that includes system-level design, hardware-software codesign, and prototyping. It turns
Tiffany vs. Blue Nile
Both Tiffany (TIF) and Blue Nile (NILE) sell diamonds. Tiffany, however, is a high end brick and mortar retailer, against Blue Nile’s scrappy online play. Let’s look at how their stocks have done, ever since Blue Nile became public in the spring of 2004: The graphs show a dramatic similarity, raising the question: Does Online
Educate LBO: Done
I had speculated in For Profit Education – More LBOs Coming that Educate (EEEE) and Apollo (APOL) were next up, at the heels of Laureate’s (LAUR) acquisition by KKR and associates. I had missed the announcement that Educate’s management has already arranged such a deal to take the owners of Sylvan tutoring services private. Tutoring
Another Reorg at Yahoo
You can read about it at Techcrunch. Has Susan Decker read 4C: Yahoo’s Turnaround Formula? Here’s an org chart by Cogmap.
