BLOG STARTUPS, VENTURE AND THE TECH BUSINESS

Posts Tagged ‘Information Technology’

May 31 2011
by Scott Johnson

Way Too Early – On Market Timing

Market timing is a necessary (but not sufficient) condition for venture success.  Obvious, right?  The problem is that timing is obvious only in retrospect.  Predicting how markets will evolve is an art, and probably is the single most important job of a venture firm.  Boiled down to its essence, our role is to help companies […]

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January 3 2011
by Scott Johnson

Thank You – Cloud!

These Microsoft cloud commercials are everywhere – showing people using the cloud to improve their lives.  And I could be the source of one.  This weekend I was reading email at home and suddenly my laptop froze.  I tried to reboot in safe mode.  Not happening.  Looks like a disk failure.  Virus induced?  No way […]

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May 19 2010
by Todd Hixon

Venture Lite

The “Cloud” and other forces have slashed the cost of starting an IT company  and produced a surge in seed investing.  We discussed this in a segment of our annual meeting last week, which was attended by professional limited partners (“LPs”), individual LPs, and entrepreneurs, as well as the NAV partners.  There was strong energy […]

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February 26 2010
by Scott Johnson

Speculating on Apple’s “Big Bold Moves”

Apple said yesterday in its shareholder meeting that it is not going to dividend any of its cash.  Rather, Steve is planning some “Big, Bold Moves” for the $40 billion mountain of green he sits atop.  He either said this because he needs good World Cup tickets from investment bankers, or he is actually planning […]

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November 30 2009
by Scott Johnson

Tom Tom and Garmin In Serious Trouble

Personal Navigation is being disrupted.  Garmin and Tom Tom, as their share prices show, are being Googled.  That is, their expensive consumer service is suddenly free from Google.  Can they survive?  There is a great deal of speculation about this in the press.  So I thought I would add mine, as I am an investor […]

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November 24 2009
by Scott Johnson

Is the EU actually right about something?

> Update on 11/30.  I spoke to several of my companies, and learned that MySQL from Sun is not something they can’t live without.  They would prefer Oracle didn’t own it, but the premise that Oracle will harm startups as an owner of MySQL is not true.  The argument that Sun/MySQL is the preferred vendor […]

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November 19 2009
by Todd Hixon

The Death of B2B Venture Capital?

At the October 21 Xconomy “Global Vision for Venture Capital …” forum, Terry McGuire remarked that Polaris has stopped taking risk on commercial/industrial technology start-ups, as the recent experience has not been good. That’s a consequential thing. “Commercial/industrial technology” encompasses enterprise software, most of telecom and datacom, and large parts of clean tech. Note that […]

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June 23 2009
by John Backus

So, you have a meeting with a VC? Are you meeting for Dough or just for Show? 5 ways to find out

If you read the numbers from the NVCA, you know that venture dollar investments in the first quarter of 2009 were down by almost half. Logic would suggest that the number of companies receiving venture capital financing is down as well.  Although you can still get a meeting with a VC – can you still […]

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May 9 2009
by Todd Hixon

IT Panel: TLH notes from the NVCA Annual Meeting

Moderator = Chip Hazard (a VC)Panel:CIO of TransUnionPartner at Bain who does IT consultingDavid Skok, Matrix GPCIOs cutting 10-20% based on expected revenue shortfalls of 10%-40% have lost discretionary spending ability Focus is on short term savings and efficiency, not on the future 50% discount rate, need payback within a budget year variablize costs — […]

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