What’s that App

Facebook (FB)+WhatsApp for $19B.  This is the mega deal of the year- so far! And one that makes a whole lot of sense to a few people and no sense whatsoever to the majority. Except for one thing. The few that know have obviously figured out something to justify that monster valuation. I mean look- there is no parallel. I was trying to find out a comparable transaction in this space in recent times and just could not. Read more…

Be the first to comment   Posted by Ramr - February 19, 2014 at 8:20 pm

Categories: M&A, Valuation   Tags:

How Pandora can swing to a profit

A week or so back Pandora announced their FY 13 results and the stepping down of their CEO. It was a bit of a shocker and curiosity came calling. Pandora is a great service and I use it personally – the near pervasive nature of the service is really compelling- available on one’s phone, home or car. So I went around looking for what was going on within their financials. Read more…

Be the first to comment   Posted by Ramr - March 19, 2013 at 11:44 pm

Categories: All, Operations   Tags:

The extraordinary(extended) life of a PC

Dell’s announcement of going private did not come as a surprise to many.  This was being discussed in the press for a while now. Going private is a turning point- not just to Dell, but to the PC industry as a whole. What this really says about Dell and possibly extends out to the remaining players in the industry Read more…

Be the first to comment   Posted by Ramr - February 21, 2013 at 10:33 pm

Categories: Operations, Recent Deals   Tags:

iPhone subsidies are here to stay

The best companies in today’s world have a disproportionate influence over their entire ecosystem. Think Coke, Pepsi, Walmart, Ford, Microsoft etc-  In other words they are at the center of the ecosystem- having significant influence over their suppliers, channel partners, complementary partners and customers. Even add rivals to the list- i.e. Rivals are forced to adapt their existing product and services strategies in response to moves made by either the company or any of the ecosystem players Read more…

Be the first to comment   Posted by Ramr - April 19, 2012 at 10:51 pm

Categories: Operations   Tags:

Instagram’s Fortune or is it Facebook’s savings

I have been quite intrigued at Facebook’s deal last week for Instagram for a $ 1 bil in cash and stock.

The timing of the deal is far more interesting. So here’s a simplistic view keeping all those mega numbers in user base, valuation etc aside for a moment. Read more…

Be the first to comment   Posted by Ramr - April 18, 2012 at 8:12 am

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Away and back

To the faithful- I have been away for way too long but for all the good reasons…. I’m back now and will be posting quite often

Be the first to comment   Posted by Ramr - April 17, 2012 at 10:58 pm

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What will iPad 3 look like?

The iPad buzz is starting again. Citi analyst Richard Gardner provided his view recently on an upcoming update ( though not much on details)

Then there’s another one on suppliers struggling with newer type displays

and there are more. I guess a 2012 Q1 launch is starting to look like a given, especially given Apple’s track record of launching Read more…

Be the first to comment   Posted by Ramr - December 12, 2011 at 11:31 pm

Categories: Marketing, Operations   Tags:

What can Netflix do?

The Netflix story just keeps getting worse. The stock is down 75% over it’s peak of around $300 in just a couple of months. Nothing could be worse for any company. It’s simply unbelievable but true! Read more…

Be the first to comment   Posted by Ramr - October 25, 2011 at 9:53 pm

Categories: All, Operations, Valuation   Tags:

The loss of Steve

Today is a sad day for a lot of people. The loss of Steve Jobs is huge. Just one man has accomplished so much in so little a time. I have been fascinated by leaders and companies who can not only think strategically but execute flawlessly.


Apple is one such company and Steve Jobs is a true icon of strategy. Within a short span he has disrupted entire industries with the power of innovation, branding and a relentless focus on the customer. He leaves Apple as a financially strong company with incredible market momentum and customer loyalty.


His impact will be felt for years to come. May his soul rest in peace

Be the first to comment   Posted by Ramr - October 5, 2011 at 10:47 pm

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Amazon Kindle’s the Fire

Earlier today we saw another bold bet by Amazon – this time with Kindle Fire.

Kindle Fire is a 7 inch color tablet computer and betters the popular Kindle ebook reader in several areas and comes with a ‘tablet’ price tag of $199.

All features apart, and assuming the product is a good one, on the surface it does appear that comparisons with Apple’s iPad are much warranted especially in the pricing department.

Read more…

Be the first to comment   Posted by Ramr - September 28, 2011 at 9:30 pm

Categories: Marketing, Operations   Tags:

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