“Anyone who has never made a mistake has never tried anything new.” — Albert Einstein

Blog » Archive for March, 2008

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 10)

Uncategorized | March 29th, 2008 | 1 Comment

SM: Zazzle and CafePress are not going after personal memories or families.
JH: Not in the same sense. It is personal publishing. They use different backend technology, being heat transfer method versus digital print technology. From a ecommerce standpoint, there area lot of similarities. We advertise online, run a ecommerce company, own our manufacturing […]

Forbes Column: The Next Indo-China War

Uncategorized | March 28th, 2008 | 16 Comments

Here’s my new Forbes Column: The Next Indo-China War. I look forward to your comments and perspective on the issues discussed in it.

Texas Instruments: Mobile Market Strategy

Uncategorized | March 28th, 2008 | 1 Comment

By Vijay Nagarajan, Guest Author
I mentioned in the last segment of this series that I was not happy with TI’s wireless and mobile market strategy. Let me try to explain why.

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 9)

Uncategorized | March 28th, 2008 | No Comments

SM: What do you think of SmugMug? It is very popular.
JH: It is popular for us because we are in the valley. When you look at the grand scheme of things, they are still a relatively small company with about $10M in revenue. I think what they have done well is they said […]

Oracle’s Next Frontier

Uncategorized | March 27th, 2008 | No Comments

In my last post on Oracle (Nasdaq: ORCL), we observed that Oracle is wary of getting into SaaS due to the high cost of sales and long lead time to profitability. However, with increasing momentum in the SaaS market, it is striving to keep its on-demand solution competitive. It recently upgraded its Siebel CRM On […]

Texas Instruments: Wireless Woes

Uncategorized | March 27th, 2008 | No Comments

By Vijay Nagarajan, Guest Author
In the last two parts of this series, I looked at TI’s position in the analog and DSP markets. We also concluded that the OMAP was central to TI’s wireless strategy. I am afraid that TI has put all its eggs in this one basket, and has perhaps miscalculated the strengths […]

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 8)

Uncategorized | March 27th, 2008 | No Comments

SM: Why didn’t Flickr elect to work with you?
JH: At the time we were competing with Yahoo Photos, and Flickr chose a small company who is producing product as their outsource manufacturer. That small company has signed up a number of sites who in the early days thought they were competing with Shutterfly. They […]

Viacom Making the Right Moves

Uncategorized | March 26th, 2008 | No Comments

Viacom Inc (VIA) announced their Q4 results last month end. If there were any fears of economic slowdown having hit the media industry, Viacom’s results surely wiped them out.
Compared to the previous year, Q4 revenues of $4.25 billion recorded an impressive 19% increase and beat market expectations of $4 billion. The increase was visible […]