Catching Up on Readings: Design In The 21st Century

Time for another round of recap since the last one on May 10 … See what you have missed, and catch up.

Marvell: Valuation

By Vijay Nagarajan, Guest Author I value Marvell at $21 per share. As we have evaluated in this series, the company draws its strengths from the stable revenue coming from its storage, ethernet and WLAN businesses. Its primary weakness is its perceived inability to control its expenses that have resulted in a poor profit/loss record

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Microsoft Inching Closer to Yahoo! Deal

Even though I have been a prolific writer on Yahoo!’s strategy, you have not heard me say much recently about Microsoft’s bid to acquire Yahoo! after the initial analysis, since I have believed that the deal will happen, no matter what. [Microsoft’s Masterful Maneuverings and Yahoo!’s Turnaround Strategy summarizes my position]. Well, Kara Swisher says

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Google’s Mortalization

Those who make a habit of existing in the clouds eventually have to descend. Perhaps, Google is experiencing a slight doze of “mortalization”. Google investors have lost more than 18% of their money over the past month due to concerns about the crumbling US macroeconomic condition. After yesterday’s 4Q07 results which were highly overestimated by

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Time For Private Equity At Yahoo

Predictably, Yahoo (Nasdaq: YHOO) posted a 23% drop in its 4Q07 profit and forecasted 2008 revenues that were below the Street’s expectation. The stock was down over 10% in after-hours trading. The market cap has eroded to the tune of $25 Billion in the last two years. So how do we play the stock going

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Trend Radar 2008: Edutainment

Jeff Katz told me about the Tag when I interviewed him in the Fall, but I promised not to write about it. Well, now the announcement is out. Tag is the new reading product from Leapfrog, replacing the LeapPad franchise that took the company to heights in 2003.

Trend Radar 2008: Turnarounds

2008 seems like a year in which several major companies are positioned for turnarounds. Whether or not they would be successful is another matter, but there is enough discontinuity in each of their markets, that turnarounds could happen. Here are some to watch:

Time Warner’s Restructuring

Time Warner’s (NYSE: TWX) shares have gone nowhere during the past five years and shareholders have been crying for radical action. The Company has appointed Jeff Bewkes as the new CEO. He is expected to turnaround the entertainment conglomerate by taking some tough decisions. Here’s what I think Time Warner should do.