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The cell phone market in brief
Although the payoff of a small niche may be less than that of a large, growing market, the competion may often also be less intense. The majority-fallacy concept states that appraisals of fast growing segments overlook of minimize the likelihood
Venture capital, short term, and India
From Wladawsky-Berger’s blog entry on Carlota Perez’s analysis in 2005: She mentions three particular structural tensions that we need still to work out in order to move on: investments continue to be focused on short-term gain, not on long-term production
Suns tracking SGI
IBM dropped its offer to acquire Sun for $7billion. Sun has now a series of projects for which it has large costs, but no clear method of making money. What did Sun gain from open sourcing Solaris, from giving away
Software comes from the sky and labor is overpaid: NOT!
John Dvorak concludes an otherwise sensible article on the effect of Linux/Office-clone packages combined with netbooks with the following: If Intel can provide users with powerful little systems for $99 and has been pushing prices lower and lower over the
AIG and me
The New York Times has an article explaining the business model of the failed insurer AIG that is giving me a new perspective on why I walked out of a bank in New Mexico wondering whether it was worth it
Venture Capital falls off the cliff
Through all the bumps and strains in the broader economy, venture outlays kept up an almost eerily steady pace over the previous 21 months, ranging between $7.3 billion and $8 billion each quarter, from the start of 2007 to the
fault tolerant patent
So I don’t understand the novelty in the methods here over the Glazer patent. The replica supervisors provide interfaces to the replicas that are the same as the interface provided by the operating system. Thus, when one of the replicas
Great software patents: fault tolerance
software patent
The coming bust in venture cap
According to Forbes (thanks to Trevor Loy for the link) The venture capital industry is staring at the most vicious shakeout in its history. Returns are pathetic for most funds, the public offering pipeline on which venture depends for its