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Deal Radar 2008: Encover

Uncategorized | May 15th, 2008 | No Comments

Encover helps manufacturers and their channel partners manage, market and sell service contracts and their subscription agreements. It provides companies with visibility in service contract opportunities and tools for channel partners to sell service contracts.

Comcast Buys Plaxo

Uncategorized | May 15th, 2008 | No Comments

Just as I said Comcast has not been doing anything to beef up its internet portfolio, they announced the acquisition of Plaxo for an estimated $150 Million.

Right Technology, Right Time: Opportunistic Ocarina CEO Murli Thirumale (Part 8)

Uncategorized | May 14th, 2008 | No Comments

SM: Are your sales initially going to be direct?

MT: Initially yes. I really believe that is the only way to do it initially, and probably the best way overall. I will mention that we have had a lot of partner interest so I am not throwing that option out the door. If you think about […]

Oil at $127, Buy Sunpower

Uncategorized | May 14th, 2008 | No Comments

Sunpower’s (SPWR) strategy on tying up with PolySilicon vendors seems to be getting them the expected results as is evident from their recently announced Q1 results and future outlook.

ADP, Paychex Signal Slight Weakness

Uncategorized | May 14th, 2008 | No Comments

In an earlier post regarding payroll providers ADP and Paychex, I had observed that they hadn’t signaled any weakness due to the economy. Things seem to be a bit different this quarter. ADP said it is “somewhat” affected by the slowing economy. Paychex also saw signs of a weakening economy with a more difficult than […]

Deal Radar 2008: Jigsaw

Uncategorized | May 14th, 2008 | No Comments

Jigsaw is an online directory of over 8 million business contacts, complete with full name, title, address, email address and telephone number. It works on a point system, where members exchange contact information they have for contacts they need. Members are given points for every contact they provide and for wrong contact information which is […]

Right Technology, Right Time: Opportunistic Ocarina CEO Murli Thirumale (Part 7)

Uncategorized | May 13th, 2008 | No Comments

SM: When you started the company you identified the problem. After that what was the evolution of building the company?

MT: Let’s talk about the customer validation part because that was in the beginning. We built a proof of concept, and while we were building it we went out and hired a third party storage analyst […]

Vision India 2020: Lucid

Uncategorized | May 13th, 2008 | 2 Comments

In 2004, we started investigating the issue of K-12 education, especially in Math and the Sciences. As part of this endeavor, we interviewed a number of teachers at various high schools in the Bay Area. Two nuggets came out of these interviews (1) there is no standardized methodology of teaching (2) there is no methodology […]

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