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March 26th, 2008 |
SM: Travel is a “context” that has great relevance for your business.
JH: We think about that opportunity a lot. What is nice about our business is our customers engage with us frequently throughout the year. We drive our business in a couple of ways. First, you have your typical holidays.
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March 26th, 2008 |
In my last post on Palm, Inc. (Nasdaq:PALM), I had said that 2008 would be a breakthrough year for Palm’s turnaround, as Jon Rubinstein works through a new product cycle to resuscitate the company.
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March 25th, 2008 |
So, here’s a question … if Mark Zuckerberg came to you with a powerpoint explaining his vision for Facebook, would you have funded his seed round?
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March 25th, 2008 |
[This discussion is getting really interesting ... please chime in, folks ...]
I am trying to figure out the seriousness of something that I see is going on in Silicon Valley and elsewhere. I need your help to understand the phenomenon, and would appreciate if you engage in this thread and offer your perspective.
VCs are moving [...]
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March 25th, 2008 |
Even though I have been a prolific writer on Yahoo!’s strategy, you have not heard me say much recently about Microsoft’s bid to acquire Yahoo! after the initial analysis, since I have believed that the deal will happen, no matter what. [Microsoft's Masterful Maneuverings and Yahoo!'s Turnaround Strategy summarizes my position].
Well, Kara Swisher says it [...]
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March 25th, 2008 |
SM: What are your margins on the photo book business?
JH: We do not disclose margins specifically. What we report to Wall Street are prints which are all prints from wallet size to the 20×30 pictures, and personalized products and services, and that’s how cards, calendars and photo books are counted. What we have said [...]
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March 24th, 2008 |
I did an interview earlier with LeapFrog’s CEO Jeff Katz where he talked about his strategy on trying to turn around LeapFrog, a leading educational gaming products manufacturer. Recently LeapFrog (NYSE: LF) announced their Q4 results. Their numbers still haven’t turned profitable, but they seem to be on track with the turnaround.
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March 24th, 2008 |
Chip stocks have all been beaten up. We’ve looked at several money-making opportunities in the carnage. Broadcom looks even more like a Bargain at under $17. Qualcomm still shows headroom at $38.27. Interdigital is a funny company that could make you beaucoup money. So what about Marvell?