by Bert Armijo and Peter Nickolov Utility computing has gained considerable popularity over the past eighteen months as businesses big and small seek to take advantage of the flexibility the new computing model offers. This hasn’t always been the case, though. For a time, utility computing seemed a lackluster space that hadn’t been able to [...]
Archive for category Article
The Downfall of the Microsoft Empire
Nov 13 2007
Microsoft is seeing a monumental, momentum shift. Never before has Microsoft seemed so vulnerable. It is being attacked on all fronts by huge, game-changers. Is this a repeat of computing history? Microsoft changed the scene when they licensed MS-DOS and later Windows to IBM — which was the dominant force, at the time. In those [...]
E*Trade Madness
Nov 12 2007
It’s absolutely mind-boggling to me. Currently, E*Trade Financial Corp stock is trading at $3.60 a share. The share price has been knocked down by $5 today! Before today, it was over $8 a share; a month ago over $13; 6 months in the mid $20 a share. In other words, E*Trade’s market capitalization has dropped [...]
The Resiliency of Online Advertising
Nov 7 2007
The online advertising market is now finally mature. When the Internet and Web first rose to prominence in the Great Dot-com Bubble of 1995-2001, advertising was everywhere! Even annoyingly so, with pop-ups, advertising bars, etc. Have we returned to the same advertising “irrational exuberance” just 7 years later? Will the advertising market stay or will [...]
Facebook Valuation
Nov 7 2007
Facebook is a well-designed social network. However, it is a closed system. This makes it difficult to determine its true worth. Microsoft invested $240 Million for a 1.6% equity stake in Facebook, thus, according to some, it values Facebook at approximately $15 Billion. Is this number a good indication of Facebook’s market capitalization? Let’s look [...]
OpenSocial – Social Unification
Nov 1 2007
Google laid the hammer down by announcing OpenSocial. For those out there that thought that Facebook was the next big thing and would lead to Google’s eventual downfall, think again. Google has done it again by strategically abstracting themselves from the social network wars.
10 Ways To Go Viral
Nov 1 2007
We’ve all seen it before, a small company comes out of nowhere and takes the world by storm. Within days everyone seems to know about them. How is this possible? Many times this happens by accident, but other times, it has been carefully planned out to go viral — spreading the news like wildfire.
Google’s market capitalization makes it worth more than the rest of the Big Web combined! Here are some rough calculations and ball-park figures:
Interview with 3tera
Oct 29 2007
3tera provides a virtual data center solution. Just like VMWare virtualizes physical computers, 3tera’s AppLogic virtualizes entire data centers. This is incredible technology that provides huge time-savings and simplicity. They have brought utility computing to the masses. Now, administrators can manage thousands of machines in an instant. Here is an exclusive interview with Bert Armijo, [...]
NVidia Stock: Over 11x in 4 years!
Oct 25 2007
On August 9, 2004, NVidia stock opened at $3.23 per share (split-adjusted). Today, even with a large, one-day price drop, NVidia stock opened at $36.85. That’s over 11.4 times in a little over 4 years! To put that in perspective, it has been a better stock than Google in the same time period. (Google is [...]