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Will Netflix Survive iTunes Movies?

Posted on Friday, Jan 25th

Amidst weak economic conditions, Netflix reported a solid 4Q07 beating the street’s expectations. Revenues in 4Q07 was $302.4 million, up 9% y-o-y. Gross Profit margin was 33.8% compared to 38.9% a year ago. Net profit increased to $15.8 million, up 6% driven mainly by a 9% q-o-q decline in Subscriber Acquisition Cost (SAC) to $34.60,

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Good Technology Business Blogs

Posted on Sunday, Jan 20th

There are many, of course. Here are some we read: TechCrunch: TechCrunch reports on new technology companies in the web space. Ars Technica: Ars Technica is focused on the “art of technology”.

Good Mobility and Convergence Blogs

Posted on Sunday, Jan 20th

Here are some we track: Network Administrator: Selena Frye at Networking Administrator has contributors discussing topics such as video conferencing, VoIP, mobile technology, and Unified Communications. Engadget: Engadget is one of most popular gadget blogs.

Trend Radar 2008: Simplicity in Design

Posted on Saturday, Jan 5th

Simplicity and reduction in design are going to be the mantras in 2008, as industrial designers look for ways to make technology more human-centric. We are faced with the daunting challenge of delivering convergence devices with umpteen functions without losing the user. We are also faced with the challenge of delivering highly personalized user experiences

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Interdigital: The Apple deal

Posted on Friday, Dec 28th

By Vijay Nagarajan, Guest Author So far, I have presented an argument for why Interdigital stands to gain from the iPhone. Early this fall, the company signed a 7-year licensing agreement with Apple. Here is my interpretation of the license –

Building Tech Startups in India: Summary

Posted on Friday, Dec 21st

The Good It is a matter of time The local market for technology products is nascent; the VC model for financing startups fairly new and some issues will work themselves out over time. The current vicious circle – relatively inexperienced entrepreneurs and risk-averse VCs – needs just a few hits to break the cycle.

Web 3.0 & Google (Part 4)

Posted on Thursday, Dec 20th

Acquisition Strategy Google has made several acquisitions this year. The key acquisitions were Adscape, Trendalyzer, Marratech, FeedBurner, PeakStream, GrandCentral, Postini and Jaiku. Google is yet to complete its $3.1 billion acquisition of DoubleClick Inc., a global leader in digital marketing technology and services. Google’s acquisition strategy is different from most other companies. Google has mostly

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Good Financial Blogs

Posted on Wednesday, Dec 19th

Here’s a list of good financial blogs. I wish I had time to read all of them, but I don’t. I am still trying to figure out an algorithm of how to stay on top of all this great information! All About Alpha: Christopher Holt’s blog explores the “game changing” effect of hedge funds, ETFs,

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