Posted in Management, tagged Yahoo, Microsoft on July 17, 2008 | No Comments »
Tech Beat Microsoft Still Searching for Yahoo Search Deal - BusinessWeek
Why is my question… Do they really see a lot of value in this deal? Quite seriously, they have a lot of cash cows around to get them through for next 5 years! Should they not put their resources on putting up a new skunkworks [...]
Posted in Management, tagged Crude, Goldman Sachs, Business Week, Ed Wallace, Peterr Coy, Saudi Arabia on July 10, 2008 | No Comments »
Crude and its soaring prices have become the talk of the town for last few weeks now. Everybody is writing about the meteoric rise in prices and the aftermath of the same.
Business week editor Peter Coy and Senior Blogger Ed Wallace have gone into a constructive dialog on oil prices, speculation and demand-supply. Both of [...]
Posted in Management, tagged Crude, Speculation, USA on July 9, 2008 | No Comments »
The Petro-Manipulators - Timothy Egan - Op-Extra Columnist - Opinion - New York Times Blog
Not really sure but this has to be the bad broadband service in US. It looks like that everybody in this world has access to supply demand data and all the articles about why their is a speculative run on oil [...]
Posted in Management, Technology, tagged Google, Microsoft, Powerset, Semantic Search on July 1, 2008 | No Comments »
Microsoft’s Plan B for Search
You can’t beat them on given , try jumpin’ the gun! That’s what seems to Microsoft’s plan on this whole search thing! Google has them browbeaten coast to coast on normal text searches (latest count puts it at 70% market share). Semantic search is the next frontier on search. This moves [...]
Posted in Management, tagged Free services on July 1, 2008 | No Comments »
Europe Insight European Ad-Sponsored Mobile Phone Service Is Taking Off - BusinessWeek
I am no major technocrat or business expert… but don’t people realise that all this advertising is not free for the advertiser. He ‘has’ to recoup all his money and how does he get his money? Oh, yeah by selling his products to the [...]
Posted in Management, tagged Bear Sterns, Lehman Brother on July 1, 2008 | 1 Comment »
Investing Insights Lehman Brothers to be a “take under’’ candidate? - BusinessWeek
For a few days this has been the talk of the town: Lehman being bought over by a competitor for pennies (given the relative value they will pay, IT IS PENNIES).
Questions I have are
What happens to all that money they raised at substantially high [...]
Posted in Management, tagged Corus, GM, H2, H3, Hummer, Jaguar, Land Rover, Mahindra, Tata on June 15, 2008 | No Comments »
Even before ink could dry on Wagoners’ statement on various options being looked at for the Super-SUV brand ‘Hummer’, news was out on various suitors for the same. Topping the list were India’s Tata and Mahindra. Both have been aggressively expanding in the global markets both organically and by M&A; most notably the Tata’s acquisition [...]
Posted in Management, tagged Bharti Airtel, MTN, Reliance Telecom, Vodafone on May 26, 2008 | No Comments »
Please tell me why are they (first airtel and now reliance) even looking at MTN, for:
They operate in countries which are hostile and politically sensitive
They have lost it when they ask for their buyers to become their subsidiary
They are government-owned and black-betterment funds… as much good as they are doing, the problem is any far-reaching [...]
Posted in Management, tagged China, Crude, Goldman Sachs, Iran, Iraq, Nigeria, NYMEX, OPEC, Recession on May 22, 2008 | No Comments »
Crude managed another huge jump today. It crossed 133 dollars to a barrel. Where does it stop? Nobody knows for
Investors (namely funds - be it hedge or pension or i-bank’s supported) have gone berserk and are supporting all cues as a reason for crude to go up. Funny part - Goldman & friends says it’s [...]
Posted in Management, tagged Bill Gates, Microsoft, Office, Search Business, Vista, Yahoo on May 20, 2008 | No Comments »
Microsoft has come back table though with a much smaller deal. This time around they are just looking at
Yahoo’s search business and only the associated text ad business with it
Display ad-business where Yahoo is the leader stays with Yahoo so do all other media properties
But the whole issue with this deal is, why is MS [...]
