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Recent Comments:

Here's my story on Obopay, it will give you details about who and what is behind the Nokia payment solution:
http://tinyurl.com/nokiaobopay
I see Oracle defining its entry in 2 key software trends through the Sun acquisition: OpenSource and Cloud Computing / SaaS: http://www.sramanamitra.com/2009/04/20/oracle-acquires-sun-opensource-first-saas-next/

Java, yes; hardware, may be; but what this really positions Oracle for is vastly enhancing its Cloud Computing story, including apps. I expect a set of SaaS acquisitions soon.
We've done a deep-dive analysis on Broadcom, which gives a dramatically higher valuation on Broadcom. Please read this:
http://sramanamitra.com/2008/02/29/broadcom-valuation/
Jeff Katz told me about it when I interviewed him in the Fall, but I promised not to write about Tag. Well, now the announcement is out.

If you want to know what led up to the Tag, read my interview with Jeff.
Akamai is a very undervalued company:
http://sramanamitra.com/2007/10/02/online-video-beneficiaries-akamai/

It's the leader in a segment where the market is growing like crazy. Online video is showering the network infrastructure players who have their acts together with its blessings.

Akamai certainly has its act together.

Sramana
Let the hive mind of Engadget get that for you.
"I just switched to Sprint from Verizon about three months ago for the Pre. Then I went for the Hero about a week ago. Now, I miss my hardware keyboard and am thinking about switching to the Moment. I am still able to switch back to Verizon if I want and get the Droid when it arrives. Should I just trade up to the Moment when it comes out, see if I like it, and if not switch to the Droid? Or something else entirely? Help!"

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