Monthly Archives: June 2007

Air travellers – thought you’d seen it all?

Paul Kedrosky, a VC, has this funny incident to share: Yesterday the space shuttle Atlantis crossed over San Diego on its way to landing at Edwards Air Force Base. I was on the ground in San Diego ready to board … Continue reading

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Financial valuation – the next generation

Clayton Christensen (author of the legendary “The Innovator’s Dilemma”) on a method of financial projection he’s associated with : … discounted cash flow or net present value is the most commonly used method to determine what an innovation is worth … Continue reading

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Where Google plays second fiddle

Time Magazine ponders “Can Google Get Any Bigger“? Looks like it can: However, for all of its success, Google’s online dominance has been limited to search. In web-based e-mail, for example, Google’s service, Gmail, is in a distant fifth place … Continue reading

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Avnish Bajaj on why the Web 2.0 paradigm won’t work in India

Avnish Bajaj of Matrix Partners on why he thinks the “Web 2.0” paradigm won’t work in India: “People talk about the Internet being convenient, but it is not so in India. You need to go to a cyber cafĂ© or … Continue reading

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Meg Whitman’s got her eBay strategy right

In an interview to BusinessWeek, Meg Whitman talks about “taking eBay off eBay”: Whitman and her managers also described efforts to make the site’s auction feature available on social network pages, blogs, as well as Web sites and stores outside … Continue reading

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McKinsey on Software as a Service

Excerpts from a rather insightful article in the latest McKinsey Quarterly, “Delivering software as a service“: On how traditional software companies will have to change to tackle the challenge on SaaS: To be successful, vendors will have to understand the … Continue reading

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The nonsensification of Indian news channels

Gordon D’Souza echoes a growing frustration with the electronic news media in India: The arrival of the private sector to broadcasting promised a lot but today I stay away from any Indian news channel. The reasons are pretty obvious. Practically … Continue reading

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Social networking – the future is mobile

Rajesh Jain says exactly what I’ve been predicting over the last several months: My belief continues to be that in India social networking will need to take a mobile-centric rather than a PC-centric approach. So, from that perspective, the space … Continue reading

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A decade in Technology…

… is a long time, as Cringely points out in his 10th anniversary column this week. A snapshot of how things were ten years ago: The big names back in 1997 were Microsoft, Intel, AOL, Compaq, and Netscape, only two … Continue reading

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