Sramana

Slices of a New Journalism Pie

I have a piece on this topic called the Future of Journalism:
www.sramanamitra.com/2.../

EDA: Bring Costello Back?

You are right. Sorry about that!

Cadence Names New CEO

I think, Cadence (and Synopsys) acting as both VCs and acquirers is the ONLY way forward right now for the EDA business. Cadence has done this before for many years with Telos. It allowed them to keep the innovation investment outside their P&L, a useful trick in Wall Street's daft game of quarterly earnings and short term point of view.

Amazon: Will It Kindle Vertical Integration?

ps. I would, btw, look at other segments beyond books as well, as I extrapolate out a decade.

Amazon: Will It Kindle Vertical Integration?

It is available on Kindle as of this morning.

Kozak, Yes, there is a lot of truth to you observation that traditional book readers are a declining segment. However, notice the "segmentation" of the above post. I think, if you look at specific segments, there are exceptions. And, Amazon, being a great merchandiser, understands segmentation very well.

MercadoLibre: Rules of the Game

Otto,

I cover about a hundred stocks, and since I came to know about them, it has become one that I cover, so pretty much every quarter, you will see me covering them, like I do the rest.

I wrote the Forbes piece because my Forbes editor requested that story. Because a good success story from Latin America is a rare thing.

Also, I said, clearly, that their stock price is more realistic in the $30-$40 range, not $80.

Finally, take a look at Cadence, a client of mine with whom I have had about 20 times the billing of MELI. I recommended that people not only NOT invest in the company, that they not invest in EDA, a segment that I think has serious structural problems.

You see, I write (with depth and insight) about what I know about. And the reason I know about things is because I do consulting.

I have no agenda vis a vis MercadoLibre or any other company, and if you read through my volume of contributions over the last year on SA, you'll see, that they offer considerably more depth than your unreasonable personal attacks withour appropriate research.

Sincerely,
Sramana

Apple Needs to Execute, No Longer Innovate

I find you guys rather simplistic.

There is innovation. And then there is Innovation. Of course, Apple will continue to innovate within the categories they are already in. What I am saying is that they should focus within those categories, and not worry about that "another thing" that the market expects from them every year at MacWorld.

Steve Jobs likes to be a rock star. But at this point, he needs to be more of a businessman than a rockstar.

I have to say, you guys and your comments assume that I am naive or something!

Synopsys Looks Healthy, But...

I never did. This is Seeking Alpha's very own insertion !!

Hewlett Packard's Stunning Turnaround

I think there are big market opportunities in Convergence Devices. Same opportunity as Dell, RIMM, Palm, etc.

Seagate Rides The Digital Content Wave

Eva,

All the storage guys have enterprise, data center and consumer businesses. We will see some remote storage, but also plenty of on-site storage. That set-top-box which will hold your downloaded video-on-demand needs to be on-site storage, remember?

More here: sramanamitra.com/2007/.../

Sramana

Akamai Shares Rise on Strong MLB.com Traffic

Hi Eric,

This is just one example of an use case that serves Akamai well.
I think, Akamai is an excellent company with great growth still ahead. The overall market is growing, online video is booming, and Akamai is the leader in its space.
sramanamitra.com/2007/.../

Sramana

Are Analysts Misleading Investors on Qualcomm?

Jolly,

Why don't you click on the links, and read the rest of the analysis?
There are 2 reasons cited, not one. The first, in fact, is that Qualcomm's privileged position in the chip business is NOT due its chip business, but due to QTL. If the royalties are not as easy to come, then the stock would not be valued as high. It would become a normal semiconductor company.

The second reason is that it cannot win by fighting with Nokia in the emerging markets, since Nokia is the #1 player.

The fact is, Qualcomm IS fighting with Nokia.

Sramana

Local Search Bonanza Stirs Patent Investigation

Will look into it. sm

Murdoch Gets Dow Jones - Now What?

Ralph and Michael,

CNN Money has the CPM numbers in the 100-150$ range. I don't think Cramer has a good Ad Sales force, hence doesn't get the CPM numbers. But WSJ certainly does. And they have the brand. Cramer's brand is not as big as WSJ. In fact, if WSJ puts together a network like this, Cramer should just join it. I think, actually, he very much wants to.

In terms of traffic, CNN Money has 145M page views a month, and WSJ+Marketwatch also is in the same range. Remember, WSJ is not free. But the blog network would be free.

Finally, the International business / finance traffic will go up significantly over the next decade.

In summary, I think, perhaps only 2-3 players are capable of pulling this plan off, and WSJ and CNNMoney
are amongst them.

Sramana