categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
turnaround
Should Dell Acquire Palm?
I wrote two pieces recently discussing potential turnaround strategies for both Dell and Palm. :: The world is moving to a place where the laptop needs to become much more than just a laptop. An integrated mobile device is in the cards, that is the combo PC-Phone-Music Box. May be, even Camera. Dell needs to
USA Today’s Step Forward
I wrote Newspapers, Roll Up! last week. Today, USA Today, one of Gannett’s (GCI) top holdings, announced a massive overhaul. From Steve Rubel’s piece: “The notable additions include: reader comments on every story, the ability to create a profile page that can be shared with others, citizen journalist photos, story tagging and digg-like recommendation buttons.”
Leapfrog’s Turnaround Strategy
Leapfrog (LF) seems to be in desperate need of a turnaround. Given how good a brand it has, this is a sad state of affairs. The company has had a recent CEO change, and I am happy to see that the new recruit comes from the Online world. My own thesis on Leapfrog is that
Eric Jackson’s Yahoo Plan B
The full plan is here. My writings on the topic are here and here. More than the Plan B itself, I find fascinating the fact that a shareholder who owns only 45 shares can generate this much momentum to catch the attention of a Fortune 500 company. Terry Semel delivered a fantastic first turnaround on
Eric Jackson’s Yahoo Turnaround Push
I guess I am not the only one rooting for the Yahoo turnaround. Read Eric Jackson’s story here. :: The group’s nine-point plan calls for Terry Semel to be replaced as chairman and chief executive, citing “strategic missteps” that include his failure to acquire Google Inc. in 2002. The plan also faults Semel for loss
CAD / PLM Shuffles
There have been several changes in the CAD / PLM market in the last year, with UGS being purchased by Siemens for $3.5 Billion, and with Dassault reducing its dependence on IBM Global Services. Both moves are surprising, since I don’t at all, see any synergy between Siemens and UGS, and the IBM-Dassault partnership was
Web 3.0 = (4C+P+VS) = YahooBAY
On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is
Another Reorg at Yahoo
You can read about it at Techcrunch. Has Susan Decker read 4C: Yahoo’s Turnaround Formula? Here’s an org chart by Cogmap.
