Archive for July, 2007

According to Mo Ibrahim, from The Economist:
“His time at BT - Britain’s biggest telecoms provider - was also informative: big companies, he says, teach a fellow everything he ought not to do to be successful.  ‘Later on in life I was not worried about taking on the big guys, because you know they are not […]

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Posted By: Ashkan Karbasfrooshan | Jul 31st

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Open letter to Matt Marshall, of VentureBeat.com. 
Hmm… so, Matt, here’s the thing.
Love your website, when I can access it.  Don’t know what’s going on with your coding, but it sucks.  Everytime I click through to your site, I realize I’m playing with fire because I fear my computer is about to crash.  Usually, it does.  I […]

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Posted By: Ashkan Karbasfrooshan | Jul 31st

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I must say that I never really got why so many journalists were against News Corp.’s bid for Dow Jones, but reading this, you get the idea, from David Sweet, of MSNBC.com:

Though I’ve never worked for News Corp., I was employed by Dow Jones for five years at The Wall Street Journal Online. There, I […]

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Posted By: Ashkan Karbasfrooshan | Jul 31st

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On May 1st, News Corp. Chairman Rupert Murdoch unleashed an unsolicited takeover of Dow Jones for $5B, a 67% premium attempt.  A lot of people cringed at the notion of Murdoch unleashing his mojo on DJ’s venerable brands Wall Street Journal and Barron’s, but ultimately, few stepped up to the plate.
Sure, Pearson and GE considered […]

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Posted By: Ashkan Karbasfrooshan | Jul 31st

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Valleywag got its hands on Facebook’s rate card. 
It is nice to see that, besides the MSFT deal, sponsorships drive Facebook’s revenue.  The problem is that Facebook’s implicit valuation has gone up so much that it needs really strong revenues to justify that market cap as it gets older.
We’ve said that:
- Yahoo! became king of the world wide by mastering the […]

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Posted By: Ashkan Karbasfrooshan | Jul 30th

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- 31 Companies Outside of US to watch, from Business 2.0.
- 30 Entrepreneurs Below 30, from Inc.com.
We’re outside of the US, and I’m under 30… hmm… I think we need a PR agency.  Just kidding, I think.

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Posted By: Ashkan Karbasfrooshan | Jul 30th

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Just because the tide is rising, does not mean all boats will rise.
Valueclick rose quite a bit in the euphoria surrounding online ad networks, to $35/share.  I was so close to shorting the darn thing, because anyone who knew the market well knew that VCLK’s business was very different to that of 24/7 Realmedia, aQuantive […]

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Posted By: Ashkan Karbasfrooshan | Jul 30th

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Last week there were some questions as to the wisdom and validity of having a video content creation business online.  I’ve decided not to comment on what other companies are doing in the area.  With time the critics and naysayers will see that if you have a plan and don’t raise more money than you […]

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Posted By: Ashkan Karbasfrooshan | Jul 30th

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Much of the discussion pertaining to TV content seems to focus on piracy and copyright.   This begs the question, even if media companies could be in control of their content online, will they really want it out there?  Let’s see.
Just a couple of months ago, I ran some numbers based on revenue growth forecasts for a) global advertising, […]

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Posted By: Ashkan Karbasfrooshan | Jul 28th

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As readers of this blog know, from 2000-05 I worked in the men’s space…
Anyway, today I came across a couple of interesting, albeit ironic stories:
- Rodale - publisher of men’s health - might raise $100M to roll out its online properties.
- Emap - publisher of FHM - looking at breaking up its assets.
To think that these companies […]

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Posted By: Ashkan Karbasfrooshan | Jul 27th

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