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Audience Fragmentation

Posted on Sunday, Nov 18th

Here are a couple of charts from Imran again, showing Audience trends for big portals: “While portals were once the dominant source of news and information, Yahoo!, AOL, and Microsoft only accounted for ~29% of total minutes spent online in August 2007 vs. 42% in 2002. A similar trend can be seen in page views

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Stocks Surfing Software’s Next Wave

Posted on Tuesday, Jul 17th

My debut column on Jim Cramer’s RealMoney launched yesterday: :: If you like to invest in technology, it pays to understand the trends and the market dynamics. And one of the more compelling trends in the software industry is the evolution from licensed software to on-demand software, otherwise known as Software-as-a-Service (SaaS). It’s hosted software

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