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IBM’s Enterprise Software Acquisition Spree

Posted on Thursday, Aug 3rd

Oracle gets all the media attention, but IBM has been quietly buying up enterprise software companies. They have bought the following software companies in the last 2 years: Isogon, software asset management solutions. Micromuse, Ascential & Cyanea, performance management solutions of web-based business apps. DWL, Customer Data Integration (CDI) Middleware. Collation, IT service management software.

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Philips Semiconductor: Sold

Posted on Wednesday, Aug 2nd

Philips spins off its chip business. KKR & Silverlake team up on this LBO deal, beating TPG, Bain Capital, Francisco Partners, Blackstone, Apax, etc. The disposal is part of a group strategy to move from a focus on high volume electronics and implementing a strategy to build a Healthcare, Lifestyle and Technology company with a

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CNet’s Savvy Steps

Posted on Tuesday, Jul 25th

CNet buys baby site, car site, and expands beyond tech, reports Rafat Ali. Earlier, they bought food site Chowhound. I conjectured in a previous post how a next generation new media empire would be built. Well, CNet could roll up a lot of great micro-media web properties, including Rafat Ali himself, to become the next

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Yahoo + Newspapers

Posted on Wednesday, Jul 19th

Read about Yahoo’s discussions with Newspapers, an industry reeling from the invasion of new media. The most important dimension to watch in this set of dialogs is Local, whether that is Local News, Local Search, Local Services, Local Networking … The newspapers have a good handle on the Local dimension, much more so than Yahoo

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Shutterfly Should NOT Go Public

Posted on Wednesday, Jul 19th

Shutterfly’s impending precarious IPO.

eBAY Jitters

Posted on Thursday, Jul 6th

eBAY is increasingly showing signs of weakness.

TIVO Talks

Posted on Friday, May 26th

TiVO’s opportunity.

TiVO Spins

Posted on Thursday, May 25th

TiVO needs a business model change.