Strategic Innovation


Silent Winners from the Internet
March 20, 2006, 3:41 pm
Filed under: Internet

I was just flipping around Yahoo Finance and found out something interesting.

If one wants to do a collective study on the Winners in the Internet, it’s a good place to start.

It divides the Internet Companies as follows

Internet Information Service Providers and
Internet Software Services

Now the interesting thing that I found was the ’silent’ winners from the internet — Silent Service Providers in the background. These are companies we’ve not heard about and have made it really big on the Internet

IAC/InterActiveCorp (IACI) – Internet Marketing/Advertising
Citrix Systems, Inc. (CTXS) – Security
Checkfree Corp. (CKFR) – Payment Solutions
Akamai Technologies Inc. (AKAM) – Web Caching/Content Delivery

May be examining these sites can answer Wilson’s Million Dollar Question….



Is it Google vs. Microsoft?
March 11, 2006, 5:38 am
Filed under: Corporate Warfare, Google, Microsoft

The takeover of Writely is sparking a battle….

TimesOnline: Google accelerates war of Word with software giant



Google News in Hebrew
March 11, 2006, 5:05 am
Filed under: Google

Copied from the Google Blog

Google News Israel

3/07/2006 06:33:00 PM
Posted by Marisa Bauer, Google News team

We’re launching Google News in Hebrew! Google News Israel aggregates articles across Hebrew-language newspapers and presents them side by side so you can read what all of them are saying in one view. It’s been fun and challenging to create this edition, having to accommodate text that reads right to left, and adjusting our algorithms to work with a whole new set of papers. It’s also a pleasure to be launching Google News for a whole new audience, and we look forward to bringing it to even more people around the world. Meanwhile, with the recent opening of our Israeli office, we look forward to offering many more products to our friends there.



What on Earth are they upto?
March 11, 2006, 4:10 am
Filed under: Google, Investors, Stock Market

Google’s transparency is becoming a major issue for it’s investors. They don’t get press releases, but updates are released on corporate blogs which they have to scour to find out about what they are doing. Some investors are saying that they just simply need to “grow up!” Their stock price from a high of $450+ in Feb, they are now at $337, as investor confidence is declining. Their profits, on the other hand, is rising.

Business Week: Gauging Google’s Gaffes

In a Recent Time Cover Story of Google guys, they claimed the following:

SCHMIDT: The company isn’t run for the long-term value of our shareholders but for the long-term value of our end users.

Internet outsider is talking about this conflict of interest

The question is: is this what is causing their stock to plummet? All the analyst reports are bombarding Google left right and center although their revenue and profits still are consistently growing…. hmm…



Searching for the Invisible Man
March 11, 2006, 3:58 am
Filed under: Economics, Entrepreneurship

Who do you think that would be?

Economics has no place for Entrepreneurs in their models. “It just doesn’t make sense” according to them.

The Economist Article