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Microsoft, The Sleeping Giant

Posted on Wednesday, Jan 2nd

In 2008, I hope Microsoft wakes up. With Google and Apple going gangbusters, Microsoft has threats coming at it from every direction. As we discussed earlier, Microsoft earned revenues of $13.76 billion for the quarter ended September 30, 2007, a 27% increase over the same period of the prior year. Operating income, net income and

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Web 3.0 & Google (Part 5)

Posted on Friday, Dec 21st

Conclusion Google is a global technology leader focused on providing people access to information. The Company’s website is a top Internet destination and its brand name is one of the most recognized. Google generates revenues by delivering relevant online advertising to its users, mainly through sponsored search ads. The Company is a clear leader in

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Online Real Estate Sector Struggling

Posted on Thursday, Dec 20th

Naturally. let’s take a closer look at ZipRealty and Move. ZipRealty, a full-service real estate site, has been reviewed here before. On November 7, 2007, ZipRealty announced 3Q earnings with an increase of net revenues of 7% to $28.0 million, up from $26.2 million YoY. And the number of Zip Agents grew by 30%. However,

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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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Web 3.0 & Google (Part 3)

Posted on Wednesday, Dec 19th

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Google sites. This is, in fact, an interesting analysis, since Google’s horizontal approach is pretty much against the grain of the vertical nature of my Web 3.0 framework.

Web 3.0 & Google (Part 2)

Posted on Tuesday, Dec 18th

Vertical Strategy Google has adamantly maintained that a magically simple, clean User Interface is part of its key to world domination. This year, however, we have started seeing a clear trend towards verticalization of the web. In fact, my entire Web 3.0 thesis is based on verticalization, and Vertical Search, in particular, is a key

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Web 3.0 & Google (Part 1)

Posted on Monday, Dec 17th

Introduction Google is the world’s largest search engine and online advertising network. Founded in 1998 by Stanford Ph.D. students Larry Page and Sergey Brin, Google today is a top web property in all major global markets. It is the largest American company (by market capitalization over $217 billion) that is not part of the Dow

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Web 3.0 & Amazon (Part 5)

Posted on Friday, Dec 14th

Conclusion We have reviewed Amazon’s strategy in the upcoming Web 3.0 world over the last few days. Amazon has been focusing on enhancing its technology, introducing new categories of products and services (recently introduced, Amazon MP3 and Grocery), increasing depth of selection in each category, opening new markets (UK, Germany, Japan), offering better shopping tools

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