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Perspectives on building technology businesses from Cartezia

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Is Google really worth $150 bn?

As we progress through 2008, Google's market capitalization stands at just over $150 bn, with revenues of nearly $15 bn, EBITDA of $5.62 bn, a trailing edge P/E ratio of 51.40, and $13 bn in cash at the bank. With some analysts forecasting a further...

29 February 2008

Apple's multi-prong strategy pays off

Apple's multi-prong strategy, hatched in the tough times from 2001 to 2003, is now paying off handsomely. In those difficult days when revenues stayed stubbornly flat, and margins hovered around zero, Apple re-invented its core Mac range of computers,...

31 March 2008

Guardian Unlimited leads the way online

Guardian Unlimited, the Guardian Newspaper's online presence continues to maintain its leadership amongst UK Newspaper Groups, attracting over 19 million unique users in January 2008. This bald statistic, however, belies the fact that 75% of these...

11 January 2008

Where to next for the Enterprise Software Market?

The global market for enterprise software worth over $100 bn is now dominated by a small number of players led by Oracle and SAP, with consolidation set to continue. Innovation and growth is likely to be driven by new SaaS applications, where there...

13 January 2008

On Premise Software vs SaaS

Software as a Service(SaaS)is likely to transform the $100bn enterprise software market, which today mainly consists of on-premise software and IT infrastructure. SaaS employs new technologies, new processes and different business models, which will...

05 December 2007

SaaS changes the rules for Software

SaaS is a disruptive business and software delivery model that challenges the well-established core enterprise software vendors and creates opportunities for new players to enter markets previously beyond their reach. The SaaS market in 2007 was worth...

26 November 2007

Now Google prepares to challenge Wikipedia

As if Google hadn't spread its footprint wide enough over the web already, it now appears to be getting ready to challenge Wikipedia. Google's Knol, currently in test, threatens to promote ad-supported user-generated content to challenge Wikipedia's...

04 December 2007

Nokia makes big move into location-aware services

Nokia has put the turbulent times of 2001-2003 well behind it, emerging as the leader in mobile, with steady year-on-year revenue growth from 2003 to 2007, while sustaining margins around 13%-15%. With 40% market share and a market capitalisation of...

16 November 2007

SaaS requires a different approach to Marketing & Sales

SaaS has transformed the dynamics of Go-to-Market strategies for software and service companies. The boundary between marketing and sales is now blurred and conventional channel-based strategies are no longer adequate.

28 November 2007

Will the 'Freemium' Model survive the Cash Crunch?

The 'Freemium' Business Model has become virtually synonymous with Web 2.0 applications and services, fuelled by the growth in online advertising and e-commerce. The key driver behind the rapid adoption of this model has been the huge investment by...

21 April 2008

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