Tag Archives: internet

Browser wars brewing

Browsers have graduated from a simple tool into a platform. For example, Mozilla Firefox has a build in database (starting with v3), support for plugins/add-ons. With appropriate add-on installed, Mozilla becomes a web browser, chat/IM client, VoIP client, RSS Reader, email client etc etc.

At present, various browser components (add-ons, plugins) and web services exists are disconnected entities. If these can be integrated, browser can be the window to the Wide Web World! Flock is trying do it, but still the components are held very loosely. Interaction between various browser components has to be seem less and the browser (through web services) should be able to react to user needs more intelligently.

The video posted below is a glimpse of what next browser might look like.
Source: http://gigaom.com/2008/05/29/the-new-new-browser-wars/

Aurora (Part 1) from Adaptive Path on Vimeo.

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How to valuate an internet company?

Does a large user base mean a large revenue stream? Not necessarily for an internet business.
As an investor, I care more about the revenues than user base.

Facebook, the popular but financially unproven social network, which is reportedly being valued by investors at up to $15 billion.
That is nearly half the value of Yahoo, where as Y!  revenue is 32 times that of Facebook (estimated) .

Google, which recently surged past $600 a share, is now worth more than I.B.M., a company with eight times the revenue.

How are internet companies evaluated?