Archive for the ‘Companies’ Category

I was in a cab yesterday with my wife, who works in the fashion industry, and she casually mentioned that Ron Johnson was out at JCP. I can imagine that everyone in the retail and fashion industry was aware of this 12 hours before the rest of us. This morning I was watching Squawk Box [...]

Social communities are instrumental to both social media and customer support strategy Jive’s announcement this past week to focus more on Social Customer Service is further validation that customer communities are instrumental to both social media (marketing) and customer support strategy. Employee collaboration software offers an array of benefits for companies but increasingly what they [...]

This is a devastating expose on the dysfunctional upper echelon at HP: “The company is coming apart at the seams,” said one person familiar with H.P.’s operations. “Because they may or may not be selling the PC business, the enterprise side is completely frozen. The business customers who buy tens of thousands of these machines [...]

More on this topic (What's this?) Read more on Lenovo Group, Echelon, Dell at Wikinvest

Like Tom, I am also a big fan of the team at Lunarr and over the last year and a half have become good friends with Hideshi Hamaguchi, who is one of the most interesting and generous of heart people you will have the good fortune of meeting. I’m a big fan of the team [...]

Great idea, I still think they should have named it “RuhRoh”. To do this, he has enlisted the help of a Mountain View startup called BooRah, which is launching a new “reputation management” service for restaurant owners. The 2-year-old company, which started as a restaurant search site, is expanding to create summaries of everything that’s [...]

At this point I doubt there is any new information available that would dissuade people from the notion that Vista was one very screwed up launch, so I guess Microsoft’s PR strategy momentarily shifted to stating the obvious. The answers we got during this mid-June background conversation were brutally honest: Our source, a high-ranking Windows [...]

Over the years I have been thoroughly unimpressed with Yellowpages.com for local search, yet in a display of cognitive dissonance I keep using them when I need to find a local business. Almost every time I give up and Google, which itself is okay but not great for local search. The yellowpages.com categories are confusing, [...]

More on this topic (What's this?)
Google (NASDAQ: GOOG) Acquires Waze
Google Glass Privacy Concerns
(GOOG) Google to Stream Music for a Price
Read more on Los Andes Copper LTD, Google at Wikinvest

Lot’s of commentary today about VMware missing their number and CEO Greene out of the top job. For the record, when I was at SAP Ventures we looked at this deal but passed because of the husband/wife team (generally a big red flag for venture deals). It worked out for Diane and Mendel, and it [...]

More on this topic (What's this?)
VMware Worn Out
Time to Revisit the Trouble Maker
Portfolio A: VMW position initiated
Read more on VMware Inc. at Wikinvest

Dayak is one of the most interesting companies I saw at the Launch Silicon Valley event yesterday. What I liked about it is that they don’t seek to disintermediate the recruiting market, they attempt to optimize the existing marketplace dynamics by enhancing the opportunity to recruiters (the intermediaries) to make more money through the ability [...]

15May

Icahn’s Rat Pack

Posted by Jeff as Companies

Kedrosky is right, this is by far the most humorous take on Icahn’s proposed slate of directors: Sake Oil – aka Mark Cuban: a An entrepreneur with a history of creating companies that he then sells for far more than they are worth to sucker corporations. Cuban sold broadcast.com to Yahoo for $5.7bn at the [...]


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