March 25 Strategy Roundtable Recording

In case you missed today’s roundtable, here is the recording: >>>

LeapFrog Lows

The recession does not seem to be good for the educational gaming company LeapFrog, which announced rather depressing Q4 2008 results earlier this month. The company has been trying to do a turnaround and with its new product, Tag, the 2008 holiday season was extremely critical. >>>

Critical Innovation In Healthcare Claims Processing: athenahealth CEO Jonathan Bush (Part 7)

SM: How will all of the political drama affect visibility of healthcare IT? Will it just result in the government’s funneling money into things that do not have an impact?

JB: We have been hard at work bringing about the death of the old-fashioned software companies that dominate healthcare IT. Their business models and companies should be dead. >>>

Strategy Roundtable Tomorrow 10am Pacific

You are by now familiar with the strategy roundtables and mentoring sessions. The next one is tomorrow morning at 10 am Pacific. Pls register here.

EDA Industry Update

All four major EDA players recently announced their results which, as expected, were not too encouraging. In this piece, we will provide an analysis of the industry’s recommended moves for the immediate future. >>>

Critical Innovation In Healthcare Claims Processing: athenahealth CEO Jonathan Bush (Part 6)

SM: Do you plan to implement technologies like knowledge bases, automated web self services, and other similar systems?

JB: Bingo. The first thing you do in healthcare is solve existing problems. Once you have the solution implemented, then you can start asking how to improve the solution, and you do that on your own time. >>>

Blue Nile Struggles Amidst Luxury Industry Collapse

MasterCard’s SpendingPulse recently reported that the 34% decline in sales of luxury items was the highest year-on-year decline of any retail category during the holiday season and that the reduction was led by falling jewelry sales. In such conditions, it is not surprising that Blue Nile (NILE) recently announced a lackluster Q4 performance. >>>

Deal Radar 2009: MindTouch

This week, Deal Radar moves away from social media gaming and back to open source, this time with a focus on enterprise collaboration and service-oriented architecture, an area essential to the development of new ways of delivering software. MindTouch Deki, the flagship product of San Diego-based MindTouch, is an open source enterprise collaboration and community platform. This allows users to connect and remix enterprise systems, social tools and web services.  >>>