Sramana Mitra on Strategy

Forbes Column: How Chip Toolmakers Can Survive Posted: 20 Jun 2008 10:59 AM CDT My Forbes column on the Cadence-Mentor deal is here: How Chip Toolmakers Can Survive. It’s a controversial piece that challenges the semiconductor companies to do their part. Have a look, and feel free to discuss, either here or at Forbes.

Sonic Eyeing Digital Media Roll-Up Posted: 20 Jun 2008 10:41 AM CDT Sonic Solutions (SNIC) is a provider of digital media software for consumer and professional users. Last week, the Company announced their annual results for the fiscal year ending March '08.

Infineon: Industrial and Automotive business Posted: 20 Jun 2008 07:15 AM CDT We recently evaluated Infineon's financials and the negative impact Qimonda has had on it. While it is facing difficulties offloading its Qimonda stake, the German chipmaker has done well in its two business segments. Let us take a quick look at the Industrial and Automotive business in this part.

Towards Personalization: Strands Founder Francisco Martin (Part 5) Posted: 20 Jun 2008 01:59 AM CDT SM: Let's say I am wearing a blue shirt which works really well with my skin color. Are you able to figure out that somebody who looks like me likes to wear that shade of blue shirts?

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Sramana Mitra on Strategy

Deal radar 2008: Veoh Posted: 19 Jun 2008 12:09 PM CDT San Diego-based Veoh is an internet television service where users can find and watch major studio content, independent productions and other user generated videos. Founded in 2003 by Dmitry Shapiro, who is also the company's Chief Innovation officer, Veoh began its full beta service in early 2006.

Infineon: The Qimonda Challenge Posted: 19 Jun 2008 11:56 AM CDT In the last part of this series, we looked at Infineon's recent financials and pointed out that Qimonda is a key reason why the company is struggling to create more shareholders' value. Let us now take a deeper look into Qimonda's challenges and Infineon's strategic initiatives to address the situation.

Where is Adobe Going vis-à-vis Apple? Posted: 19 Jun 2008 11:40 AM CDT Adobe has been around for more than 25 years now and a significant part of that period is marked by its successful symbiotic relationship with Apple. However, over the past few years, this relationship has turned sour with their products competing with each other (e.g. Final Cut and Aperture from Apple).

Towards Personalization: Strands Founder Francisco Martin (Part 4) Posted: 19 Jun 2008 01:59 AM CDT SM: How do you make your recommendation software portable to mass utilization? FM: We have been working on something we call "Business Solutions". The objective is to provide the recommender as a service for third parties. They can easily get recommendations integrated into their websites by utilizing our hosted platform. This is very cost effective.

Acyut: Humanoid at BITS Pilani Posted: 18 Jun 2008 10:28 PM CDT Yesterday, I met Samay, one of the proud parents of Acyut, the humanoid robot at BITS. Samay, Arpit and their team members are in the Bay Area to participate in the robogames in San Francisco.

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Sramana Mitra on Strategy

Deal radar 2008: Motionbox Posted: 18 Jun 2008 12:27 PM CDT Motionbox is an online video sharing service based in New York City. The brainchild of Chris O' Brien and Andrew Wason, MotionBox was dubbed a Youtube clone. It seems to have some interesting features though, and may be a reasonably priced acquisition for a larger player with distribution looking for an online video angle.

Towards Personalization: Strands Founder Francisco Martin (Part 3) Posted: 18 Jun 2008 01:59 AM CDT SM: Had you already built an initial version of the software by the time you received your first round of funding? FM: At that point and time we had launched our first version of Recommender as an online service. We separated the Recommender engine from the final product since the very beginning. However, the best way to show off the Recommender is to tie it together with a consumer facing product. We built the music recommendation tools as a capability demonstration.

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