Cognos – so when do you sell a company?

Yet again, there is another mega deal in software:  IBM (NYSE: IBM) agreed to purchase Cognos (Nasdaq: COGN). 
I think it’s a smart deal.  After all, Cognos is still growing and has an extensive product suite in business intelligence, which allows customers to improve the analysis on its data.
But this raises an important issue that many companies [...]

BusinessWeek: EBay’s Skype Bubble Bursts

There was a lot of skepticism when eBay (Nasdaq: EBAY) announced its mega buyout of Skype (several years ago).  What was the synergy?  Wouldn’t adding VOIP to auctions actually slow things down? 
There’s an excellent article on the topic in BusinessWeek (the author is Olga Kharif).  She also quoted me in the piece.  You can check [...]