Monthly Archives: February 2007

YouTube vs Viacom: The Return of the King

Posted on February 25, 2007 by Basab Pradhan

The old adage “Content is king” doesn’t seem to be borne out by the post-bubble resurgence of new media. The three companies that have benefited by this resurgence the most are Google, Apple and YouTube, which is now part of … Continue reading →

Posted in Business, Information Products | 11 Comments

Platform BPO

Posted on February 19, 2007 by Basab Pradhan

A few years ago, I wrote a piece on Rediff titled “Who Needs Software Products”. The Rediff business editor at that time added “…Services are Prime” to the title and totally took the punch out of it, but that’s a … Continue reading →

Posted in Offshore Services | 14 Comments

The Fortress IPO

Posted on February 11, 2007 by Basab Pradhan

The IPO of Fortress (NYSE: FIG) on Friday closed at $31 or 70% above the IPO price on the first day of trading. It was the largest first day jump in a while. The fact that the forward P/E is … Continue reading →

Posted in Business, Finance | 6 Comments

A Tale of Two Techies

Posted on February 4, 2007 by Basab Pradhan

Taking up from where I left off last week. Based upon the analysis it appears that the dramatic growth in the IT Services industry in India is the primary force in shaping the Indian techie. The Indian techie is a … Continue reading →

Posted in Business, Offshore Services, Technology | 19 Comments