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

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RIM Misses Estimates; Palm’s Revenue Also Down

Uncategorized | July 1st, 2008 | No Comments

The market was stunned last week as RIM missed analyst estimates by a slight margin. Its stock has plummeted to $117 from a 52-week high of $148.13 on June 19, providing a great opportunity to buy. In this post we look at RIM’s and Palm’s recent earnings reports.

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Welcome Problem, Unwelcome Time

Uncategorized | June 30th, 2008 | 1 Comment

It has been a bit of a logistical nightmare these last few days …
I had to make a quick trip to India to attend a funeral. In the midst of travel, mourning, and juggling various professional and family commitments, our website was suspended due to “too much traffic.” It’s most certainly a welcome problem, […]

Building A Vertical Ad Network Powerhouse: Glam Media CEO Samir Arora (Part 6)

Uncategorized | June 29th, 2008 | No Comments

SM: My position on this dichotomy between content destination and ad network is that in the future, all media companies will have to do both.
SA: We believe we are redefining what a media company is. We epitomize what you just said. All media companies have to recognize that pre-web 2.0, you could own and control […]

Vision India 2020: Bioscope

Uncategorized | June 29th, 2008 | 8 Comments

Professor Raj Reddy at Carnegie Mellon University first urged me to look at micro-franchise as a vehicle for economic development. Today, micro-finance has become a world-renowned phenomenon, especially with Dr. Yunus’ Nobel Prize two years back. [You can read my interview with Raj here.]

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Building A Vertical Ad Network Powerhouse: Glam Media CEO Samir Arora (Part 5)

Uncategorized | June 27th, 2008 | No Comments

SM: I always like it when a pioneering company takes a new approach with a solid business model already in place.

SA: I will tell you something about Glam’s history we have not talked about before. Most startups come to a decision point in the first two or three years after launch, where the original vision […]

Vision India 2020: Elixar

Uncategorized | June 22nd, 2008 | 3 Comments

I have always been fascinated by Pixar. “The Incredibles” enthralled me. “Ratatouille” mesmerized me.
Apparently, they also seduced many others. The former, with a production budget of $92 million, grossed $631 million worldwide. The latter, with a production budget of $150 million grossed $621 million.
I have asked, how?

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