Monday, March 05, 2012

If Facebook's Worth $100 Billion, Alibaba Group is Worth $57 Billion

Yahoo!'s stake in Alibaba Group alone is worth at least $23 billion judging by its growth compared to Facebook's.  Yet, Yahoo!'s total market cap is below $18 billion.

Read the full post in Forbes

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Tech Bubble? No Way


NEW YORK (Real Money>) -- With Facebook's $100 billion initial public offering coming up later this year, many people are asking: Are we living in another tech bubble?
Although there have other companies with frothy IPO valuations such as Linked In (LNKD_)at $9 billion and Groupon(GRPN_) at $11 billion, I would say that those companies are the exceptions and not the rule.
We are definitely not yet in a tech bubble. Here's why:

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Friday, March 02, 2012

If You Could Create a $152 Billion Business in 10 Years and Only Had To Pay 1% of That for the IP, Would You?

Yahoo! needs to think about that question before agreeing on a patent deal with Facebook.

Read the full Forbes post

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Thursday, March 01, 2012

Steve Jobs Used Patents to Get Bill Gates to Make 1997 Investment In Apple

Yahoo! isn't the first Silicon Valley company to assert its patents against others. Steve Jobs did it to Microsoft back in 1997.

Read the full post in Forbes

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Wednesday, February 29, 2012

The Two Companies on Facebook's Menu After IPO: Nokia and Yahoo!

Facebook needs to bulk up to kill Google.  Once they go public, watch for them to seriously consider buying Nokia or Yahoo! -- with a little help from their big brother Microsoft.

Read the full post on Forbes.

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Tuesday, February 28, 2012

Why Google Struggles to Build Great Consumer Products

Google has a number of amazing strengths.  But why does it struggle building great consumer products?

Read the full post in TheStreet

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Why Are Clubby Silicon Valley Bloggers So Two-Faced About Patents?

The clubby tech bloggers of Silicon Valley have decided to be Facebook's bitch and yell and scream at Yahoo! for protecting its intellectual property.  If they're so apoplectic, why do they never say boo about Apple and Google protecting their IP?

Read the full post on Forbes

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Monday, February 27, 2012

Why Yahoo! Should Seek At Least $3 Billion From Facebook For Patent Violations

Yahoo! has thrown down the gloves to attack Facebook's violation of 10 - 20 of its key patents.  It could set off a flurry of activity around Yahoo!

Read the full post in Forbes

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Wednesday, February 22, 2012

Why Apple Should Buy Yahoo!

Yahoo! has a treasure trove of unique assets that could be used well competitively by Apple if it bought the Web company.

Read the full post on Forbes

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Reading the Tea Leaves in RIM Shakeup

Did Mike Lazaridis try to push out Jim Balsillie from RIM last year?  Did the board placate him with a more senior position in the new Thorsten Heins era?  We may never know.

Read the full article in TheStreet

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Thursday, February 16, 2012

The Architect of Lin-sanity: Glen Grunwald

It turns out that the architect of Lin-sanity - Glen Grunwald - has a lot of parallels in his career with Jeremy Lin.

Read the whole post on Forbes

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Tuesday, February 14, 2012

Roger Martin's Silly Defense of RIM: Opinion

Why Roger Martin's feisty defense of RIM over the weekend was pompous, simple-minded, and hypocritical.

Read the full post on TheStreet

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Saturday, February 11, 2012

9 Lessons Jeremy Lin Can Teach Us Before We Go To Work Monday Morning

Jeremy Lin is not only a great NBA story but a great story about how we should all approach our work.

Read the Forbes post here

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Wednesday, February 08, 2012

Yahoo Board Shakeup Means Fresh Start, Jackson Says

Here's my appearance on Bloomberg from this morning discussing the board shake-up at Yahoo!

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Tuesday, February 07, 2012

Facebook's $100 Billion Valuation Unrealistic?

For Facebook, which will carry a ticker symbol of FB, to receive a $100 billion valuation when it makes its IPO debut, investors will have to make a lot of assumptions about their future growth.


Read the full TheStreet.com post

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All Social Media Companies are Addicted to Fudging their User Numbers

Facebook is deliberately puffing up its monthly active users by using a broad definition. It's par for the course in the social media world.

Read the full post on Forbes

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Monday, February 06, 2012

Yahoo!'s Not Hated By Everyone

Yahoo! isn't loved by many on Wall Street, but it's currently a $1 billion + position at Dan Loeb's $8 billion firm.

Read the full Forbes Post

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Here's The Best Super Bowl Ad from Last Night. Shown Only In Canada

The best Super Bowl ad from last night - which was only shown in Canada.

Full post in Forbes here

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Friday, February 03, 2012

How To Build A Leadership Funnel At Your Company

Why your company needs a Leadership Funnel and how to implement one.

Read the full post on Forbes

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