Sramana Mitra on Strategy

Posted: 01 Jul 2008 01:43 PM CDT

Over the past two weeks, we have looked at Infineon's financials and various business units. Before we proceed to its valuation, it will be useful to examine the company's key strategic initiatives and growth possibilities if we exclude Qimonda from the picture. (more…)

RIM Misses Estimates; Palm’s Revenue Also Down

Posted: 01 Jul 2008 01:41 PM CDT

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

Posted: 01 Jul 2008 01:28 AM CDT

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, but at an unwelcome time. (more…)

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

Posted: 30 Jun 2008 01:59 AM CDT

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.