Recent Comments:
Nokia to cash-in with mobile payments service {BloggingStocks}
Aug 26th 2009 2:34PM Here's my story on Obopay, it will give you details about who and what is behind the Nokia payment solution:
http://tinyurl.com/nokiaobopay
Oracle pays $7.4 billion in cash for Sun Microsystems -- really? {BloggingStocks}
Apr 20th 2009 12:39PM I see Oracle defining its entry in 2 key software trends through the Sun acquisition: OpenSource and Cloud Computing / SaaS: http://www.sramanamitra.com/2009/04/20/oracle-acquires-sun-opensource-first-saas-next/
Java, yes; hardware, may be; but what this really positions Oracle for is vastly enhancing its Cloud Computing story, including apps. I expect a set of SaaS acquisitions soon.
Media World: Use of anonymous sources on Microsoft-Yahoo! deal got out of hand {BloggingStocks}
May 5th 2008 3:45PM Here's Microsoft's Shopping list:
http://sramanamitra.com/2008/05/05/microsofts-shopping-list/
Texas Instruments' Q1 data don't make me want to buy the stock {BloggingStocks}
Apr 23rd 2008 1:03PM Here's our analysis on Texas Instruments: http://sramanamitra.com/2008/04/23/convergence-device-chip-makers-battle/
Pre-market movers: VMW, BRCM, ABK ... {BloggingStocks}
Apr 23rd 2008 12:47PM We've done a deep-dive analysis on Broadcom, which gives a dramatically higher valuation on Broadcom. Please read this:
http://sramanamitra.com/2008/02/29/broadcom-valuation/
LeapFrog (LF) hopes that Tag is it {BloggingStocks}
Jan 29th 2008 5:33PM Sorry, here's the URL:
http://sramanamitra.com/2007/11/22/turning-around-leapfrog-ceo-jeff-katz-part-1/
LeapFrog (LF) hopes that Tag is it {BloggingStocks}
Jan 29th 2008 5:29PM Jeff Katz told me about it when I interviewed him in the Fall, but I promised not to write about Tag. Well, now the announcement is out.
If you want to know what led up to the Tag, read my interview with Jeff.
Option update: Volatility up as AKAM trades near 16-month low into 3Q EPS {BloggingStocks}
Oct 3rd 2007 2:20PM Akamai is a very undervalued company:
http://sramanamitra.com/2007/10/02/online-video-beneficiaries-akamai/
It's the leader in a segment where the market is growing like crazy. Online video is showering the network infrastructure players who have their acts together with its blessings.
Akamai certainly has its act together.
Sramana
3Com (COMS) gone private {BloggingStocks}
Sep 28th 2007 11:30AM Hi Peter,
Here's more on the 3Com deal:
http://sramanamitra.com/2007/09/28/3com-is-now-really-going-after-cisco/
Sramana
Dow Jones says yes to Murdoch; pressure mounts on other media companies {BloggingStocks}
Jul 31st 2007 9:04PM Here's what Murdoch needs to do next with the WSJ:
http://sramanamitra.com/2007/07/31/murdoch-gets-dow-jones-now-what/#more-1308
