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Yesterday, Dell posted its financial results for Q4 and fiscal year 2008 that ended February 1, 2008. Earlier coverage is available here and here. In my last post on Dell, I had said that its turnaround wasn’t going so badly, but that I would like to see a smartphone strategy. A smartphone isn’t on […]
My most recent Forbes Column, The Coming Death of Indian Outsourcing, discusses companies like ADP and their “nearshoring” moves.
SM: What happened after you closed the fund? Did the thesis check out? What was happening in the marketplace, and how did you get your positioning and your thesis out there to solicit deals?
BJ: SalesForce.com went public as we were closing our first fund, and that proved to be a home run for Emergence. We […]
By Vijay Nagarajan, Guest Author
The last month has been a great revelation for me. I have ventured beyond my comfort zone to research and understand the nuances of various other related segments like WLAN, Bluetooth, GPS, set-top boxes, broadband modems, DVD players, and Ethernet. Such is the depth of Broadcom’s business. Before I go into […]
I wrote this post on February 11, and have received a large stream of deals that are looking for financing. As I am working through these, it is becoming obvious to me that in most cases, the ventures need a couple of more key people in specific functions.
SM: Can you give some examples of companies using these subscription or transaction models?
BJ: EBay and Travelocity are two. These are companies providing a service over the net to consumers but they are getting paid for the service. That was critical to us.
SM: You had a bias towards subscription service versus advertising, which at that […]
By Vijay Nagarajan, Guest Author
In the last few articles, I dealt extensively with the Mobile and Wireless business of Broadcom. It is time we take a look at what this means from a revenue point of view for the company.
Last week, Intuit Inc. (NASDAQ: INTU) reported its financial results. Earlier coverage is available here and here, where I have discussed that Intuit needs to move to a SaaS model, and get more of an International business going.
