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Karthikeyan D S  

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  • Four Myths About the Stock Market [View article]
    Great article! Glad to see such knowledgeable views explained with great integrity!
    Jan 23, 2008. 07:40 PM | Likes Like |Link to Comment
  • What's Ailing eBay and Yahoo? [View article]
    Michael, Google's CEO and Chairman is Eric Schmidt, who was earlier the CEO of Novell. THe founders recruited him. Yahoo today is run by its founder. I think it has to do with strong leadership than founders running it! I think professional leaders help, whether they are founders or hired!
    Jan 23, 2008. 06:56 PM | Likes Like |Link to Comment
  • What's Ailing eBay and Yahoo? [View article]
    HI Exchange 3 D,

    I have used Geocities and Angel Fire in the 90s, but they never linked to your friends.. Myspace to me revolutionized social networking..
    Jan 23, 2008. 03:45 PM | Likes Like |Link to Comment
  • Users Lose Middleware Choice in Oracle Acquisition of BEA [View article]
    These are fantastic observations! Acquiring companies tout acquisitions as the best thing to have happened to the industry and talk about the target company filling missing product/technology links, newer market access, increased market share, complementary offerings, cross selling to customers, a bigger brand motivating employees etc. But why do most mergers & acquisitions fail? I think the most important factor is the demotivation of existing employees in the acquired company. People in the acquired company just lose the plot! For years, they have been competing against Firm A and after the acquisition when they become a part of Firm A, the fire is lost and they miss the David vs. Goliath fight. We also find leaders thrust upon the companies with rules that worked in their companies and make unreasonable organization changes. After the acquisition in most cases, the VPs become manager, the CEO becomes the director and the manager becomes the team leader. These are really demotivating for the people in the organization. Also, the communication they have used for years drastically changes. Till yesterday, they would have thought how a small company means customers are served better in niche products and how a bigger company may not fit a customer's needs. Today, the same employee should talk about how the bigger company has become better with this smaller solution and blah, blah! Most of the time, M&As fail because, organizations want to build empires and are driven by egos! Where does adding to shareholder value figure here? The CEO who acquired trumpets and his PR bandwagon blows his triumphs! The shareholder value is dumped and buried in the longer run! Come on, as long as hedge funds and traders are making quick bucks, does it matter?

    Jan 17, 2008. 05:29 PM | Likes Like |Link to Comment
  • SAP 4Q Results: Enterprise Application Market Strong [View article]
    Hi Dennis,

    Very relevant observations. Am very impressed with your comments. Yes SAP needs to move up cos Euro is moving up. And I completely agree with you on the Netweaver revenue. Middleware is a bus SAP missed and this slackiness meant IBM and BEA captured the market. I don't think they could have counted Middleware revenues. They would have calcuated market share out of ERP, CRM, SCM and given this figure. What is your blog?
    Jan 17, 2008. 02:40 PM | Likes Like |Link to Comment