The Next Big Innovation in Microprocessors: Anant Agarwal (Part 6)

Anant identified five significant areas where innovation had to occur for multicore processors to really take off. He addressed each of these areas. Here we discuss the interconnect bottleneck issues in further depth. SM: So you are doing some set of pre-routing on a switch. AA: Exactly. Now that you have a switch on each

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Eric Benhamou & the Turnaround of 3Com (Part 4)

SM: You were at Zilog, but their focus was not on networking. EB: Right. We attempted to build a business out of the networking developments. When I say we, I say a few friends who all ended up being significant contributors to the networking industry. They are people like Judy Estrin, Joe Kennedy, Bill Carico,

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Enterprise 3.0 Event: Nuggets

Here are some of the nuggets from the MIT Enterprise 3.0 event last night: * If you are an entrepreneur looking for opportunities to focus on, there are white spaces in the portfolios of larger players like Microsoft, Google and Cisco, especially in the area of Prosumer productivity and collaboration. Probably more built-to-flip models. *

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2007 Base of the Pyramid e-Journal Competition

The Base of the Pyramid (BoP) Learning Lab of the Center for Sustainable Global Enterprise at the Johnson School of Management, Cornell University is accepting submissions for its 2007 BoP e-Journal Competition. The competition seeks to highlight the challenges of doing business in underserved markets and identify innovative business experiments or solutions to those challenges.

MTV CTO Articulates CDN Open Problems

As we discuss Web 3.0 and Online Music, I have also been pondering some of the issues that large media companies are facing today. I had an interesting chat with Nick Rockwell, CTO of MTV Networks, focusing on MTVN’s digital businesses, including some of the internet’s most popular and recognizable brands: MTV.com, VH1.com, Nick.com, and

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Serene Serena Wants to Kick up a Storm

I had breakfast with Rene Bonvanie earlier this week, who confirmed my hypothesis that for a high level executive, Salesforce.com is no longer a great financial opportunity. But the reason he really wanted to meet with me is to tell me why Serena is anything but boring. Serena Software offers Application LifeCycle Management (ALM) products,

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Murdoch Gets Dow Jones, Now What?

As expected, Rupert Murdoch has successfully negotiated for himself a position in the Business and Finance vertical with a crown jewel brand, The Wall Street Journal. Here’s my previous analysis on why this deal is a good one. I really like News Corp’s verticalization strategy. James Altucher asked Jim Cramer, “What’s the one thing the

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It’s About Place (Part 5)

by Cal McElroy, Guest Author I have been following with fascination (and taking many calls from research analysts), regarding the public market buzz around Local.com (NASDAQ: LOCM). This firestorm was triggered by John Gilliam’s recent blog on SeekingAlpha. While I personally think John’s assessment of this patent is overzealous (he did disclose he was long

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