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HOT TOPICS
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Cisco Grows Fatter, Shows Emerging Market Weakness: Corelated?
On November 7, Cisco (Nasdaq: CSCO) reported results for the first quarter fiscal year 2008 that ended October 27, 2007. Earlier posts are available here, where I said that Cisco needs to slim down, and here, where I discussed Cisco’s prospects as an Online Video beneficiary. In this post, we will take stock of what
Indian Entrepreneurship Blogs
Here are some of the blogs that report or reflect on the Indian entrepreneurship phenomenon. I tend to keep an eye on these (and others), along with numerous offline conversations, to stay on top of the trends developing in the business. Venture Woods: India’s leading VC and Entrepreneurship blog with a vast host of experienced
Building a Telecom Equipment Startup from India
Sujai Karampuri sent me his recent piece, Ground realities from a technology product company in India . Sujai’s company Sloka Telecom is building Wimax base stations, and recently, they have won an important validation in France at Saint Medard en Jalles (5.8 GHz Wimax deployment). I know that Sujai is pounding the doors of the
Dell’s Turnaround: Not Bad
On November 29, Dell (Nasdaq: DELL) reported results for its third quarter of fiscal year 2008 ending 2 November, 2007. Earlier posts are available here and here. Revenue was $15.6 billion, up 9% y-o-y. Operating income increased 13% to $829 million and EPS was $0.34 (up 26% y-o-y) driven by strength in mobility, solid demand
Pioneering Video Conferencing: Polycom CEO Bob Hagerty (Part 13)
SM: What is your philosophy of recruiting leadership? Is it domain expertise, leadership skills, both? BH: Yes, yes and yes! It is all of those things. It is a cultural fit. It is an excitement. There are not many maintenance jobs given the speed that we are growing at. We are looking for people with
Turning Around LeapFrog: CEO Jeff Katz (Part 9)
SM: In the next 10 years, do you see LeapFrog morphing into more of an online company as opposed to a toy company? JK: I think we will be more of a content company, and by that virtue, I think we will be more online. SM: At some level these chips may not be necessary.
Pioneering Video Conferencing: Polycom CEO Bob Hagerty (Part 10)
SM: How would that work? The doctor’s office has to buy the Polycom suite? BH: The best example I have seen is Escorts Hospital in India. There, the population is not served well in rural areas. They have outreach clinics and they have our device in a regional center. People will come into the regional
Nokia’s 28% Sales Growth Underscores Strong Execution
In this post, I will look at recent developments in Nokia and Motorola. Earlier posts were featured in the iPhone series are available here and here. For the record, I own Nokia in my portfolio, as part of my convergence device bet along with RIMM, which I just bought as well.