Zack

http://www.israelnewsletter.com
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    • Wed Oct 17th 04:05 AM | Rating: 0 0
      Commented on:
      Why Cisco Should Buy Alvarion - Not Navini
      Thanks, Daniel. It's our belief that ALVR makes a good M&A candidate as well.
      View article »
    • Wed Sep 26th 06:13 AM | Rating: 0 0
      Commented on:
      Google Docs Gives It Advantage Against Microsoft and Apple
      I believe for the Fiscal Year ended in June 2007 it was almost 30% of total gross revenues. MSFT had $50B total revs and MBD division (of which 90% is Office revenues) was $16B. So, around 28%...
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    • Sun Sep 23rd 07:29 AM | Rating: 0 0
      Commented on:
      Google Docs Gives It Advantage Against Microsoft and Apple
      Jeff, good point. But is it conceivable that after aping MSFT's Office, Google can introduce an entirely new way of interfacing with productivity tools. I've been using 37 signal's Highrise for some time now and love it. While it doesn't handle email (it works in conjunction with other mail handlers), it's already helping me run my business. Outlook could have done this - I think Google begins to introduce things like this in the future.
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    • Sun Sep 23rd 07:27 AM | Rating: 0 0
      Commented on:
      Google Docs Gives It Advantage Against Microsoft and Apple
      Absolutely agree.
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    • Sun Sep 23rd 07:25 AM | Rating: 0 0
      Commented on:
      Google Docs Gives It Advantage Against Microsoft and Apple
      I didn't think my title could cause so much antipathy! The actual title was "Google Docs Rocks: How Google's New Launch Stacks up Against MSFT and AAPL". See tinyurl.com/yw49pn

      When I discussed AAPL's Office Suite, my intention wasn't to say that AAPL is going to go head-to-head with MSFT. Rather, if they were to go after the Enterprise environment, they'd have to reinvent themselves to compete on the training/service component (even if, as you say, you don't need as much training).

      The fact is that MSFT is entrenched and it will take some serious heavy lifting to displace them. We're not there yet, but we're one step closer.
      View article »
    • Sun Sep 23rd 07:21 AM | Rating: 0 0
      Commented on:
      Google Docs Gives It Advantage Against Microsoft and Apple
      Hi Daniel,
      I didn't suggest that Gdocs is superior - my point was just that now Google has a full suite. There is a huge chasm from a product point of view between Office and Gdocs.
      View article »
    • Sun Sep 16th 14:33 PM | Rating: 0 0
      Commented on:
      Is Blue Square-Israel Positioning Itself to Enter the Health Food Business?
      Hi LeslieB,
      Thanks for the good comments. The point of the article was to shine some light on BSI, a small cap Israeli retailer, and provide a benchmark for how successful investing in specialty grocery can be.
      It wasn't meant to provide any depth on WFMI.
      View article »
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