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Blog » Archive for March, 2008

Education & Technology: Now Is the Time - HotChalk CEO Edward Fields (Part 1)

Uncategorized | March 31st, 2008 | No Comments

Technology has long been a tool in the classroom but hasn’t always been the most effective one. Edward Fields, founder & CEO of HotChalk, an online learning resource for pre K-12 teachers, is looking to change that.

An Open Letter to IIT Students

Uncategorized | March 31st, 2008 | 45 Comments

I received an email last week from Anuj Dayal, a Junior Year Undergraduate at the Indian Institute of Technology at Kharagpur. Anuj asks the question: “What’s next for India? What should we, IIT students, do?” (You can see the message in its entirety below.)

Shutterfly Looks Dirt Cheap

Uncategorized | March 31st, 2008 | 8 Comments

As a follow up to my recently concluded interview with Shutterfly’s CEO, Jeff Housenbold, here is an analysis of their Q4 results announced earlier last month.

With revenues at $97.5 million for Q4, Shutterfly (SFLY) recorded an impressive 49% year on year growth, and beat market expectations of $93.7 million.

Chips and Infineon

Uncategorized | March 31st, 2008 | No Comments

We have reviewed a number of chip companies including deep-dives and valuation analysis on Broadcom, Qualcomm, Interdigital, and TI. We have not yet done Infineon, ST, or Marvell. We will, in due course, but for the moment, we will take a quick look at Infineon’s Quarterly results and signals.

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 12)

Uncategorized | March 31st, 2008 | No Comments

SM: The TAM is huge.

JH: It’s a $150B TAM worldwide, and $50B in the US.

SM: I am not worried about the growth opportunity at all. JH: The key for me and the management team is, and I think for any small business in any space, is how do you focus?

Texas Instruments: Valuation

Uncategorized | March 30th, 2008 | No Comments

I value Texas Instruments at $32 per share. As we have seen in the last few weeks, the strengths are a good management, its analog strategy, the HPA growth and manufacturing efficiency. Its weakness is the wireless business. The growth drivers do not have the ammunition yet to drive the company out of the rut […]

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 11)

Uncategorized | March 30th, 2008 | No Comments

SM: Pretty much your customer base of 2.4M customers stick around. Do you see much churn?

JH: I have been here three years, so 12 quarters; 75-77% of our revenue in each of those quarters is from repeat customers. That is a really good testament to the loyalty of our customers. I get asked a lot […]

Texas Instruments: Wireless Business Outlook

Uncategorized | March 29th, 2008 | 1 Comment

By Vijay Nagarajan, Guest Author

In the past two segments on TI, I have presented my perspective of TI’s wireless strategy. Let us now look at how this will impact the company’s revenue outlook over the next few years.

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