Just a quick plug for our work at Altos Research. Mike Simonsen, our CEO, was interviewed on FOXBusiness News this week with a focus on potential bright spots in the US Housing market. Always cool to see our little shop get some national exposure. Here’s a link to the video interview. (There’s a short commercial… [Read more…]
August 18, 2008
Over the last couple of weeks, I’ve been intending to comment on the recent report released by VCExperts released in June regarding trends in venture funding in Q1, 2008. The graph below illustrates some of the key data from the report. The labels of A, B, etc. refer to the Series Round of Financing. While… [Read more…]
July 11, 2008
Found this article on VC Experts (a great source for articles and analysis on a myriad of venture capital topics) a couple weeks ago. In short, Barry Kramer and Michael Patrick of Fenwich & West LLP analyze the venture funding terms for over 100 companies in the San Francisco Bay Area. For those number-crunchers, this… [Read more…]
July 8, 2008
Back in late 1990s, I travelled frequently to the Bay Area for work, and during that time, was convinced that I belonged in Silicon Valley working with one of the great new start-ups. It took me until 2001 to finally get here, just a bit past the prime years of gluttony for many-a-startups. One of… [Read more…]
June 25, 2008
Things aren’t looking terribly rosy at Yahoo! nowadays. It’s never a good sign when webpages like this start sprouting up….. http://yahoorezinr.com/ (Mike – thanks for the link….)
April 23, 2008
Over the last couple of years, Yahoo! has been on a perpetual shopping spree in recent years – acquiring social media and social networking companies to boost its status in the Web 2.0 world. 18 months ago, a Business Week article by Catherine Holahan – “Yahoo’s Strategy: Growth By Acquisition” – supported Yahoo’s strategy, promoting… [Read more…]
April 10, 2008
Quick update on a great event upcoming – April 24 – 26 – Hotel Kabuki (San Francisco’s Japan Town) The University of San Francisco Contest will feature 20 graduate student entrepreneur teams from around the world (MIT, Hong Kong UST, Cambridge, USF, Stanford, etc.) pitching their new venture proposals to panels of venture capitalists, top… [Read more…]
April 8, 2008
Supporters of America’s H1B visa system argue that firms such as Microsoft and Google (both opposed to the existing system) should simply send these jobs overseas by expanding their current operations in places like China and India. The problem with this argument is that it does not follow economic logic. There are several economic factors… [Read more…]
April 4, 2008
Recent word is that Microsoft has no plans to raise its $44.6 billion bid for Yahoo! Inc. $44.6 billion got me wondering how this matched up to Yahoo’s value based on its balance sheet. I found one item to be particularly interesting – “goodwill” – which seems to be indicative of Yahoo! Inc.’s problems, and… [Read more…]
March 17, 2008
I found an interesting spot on the PBS website – dot.con – that was aired and published back in 2002. Now that we’re starting to get some perspective on the first Internet rush, reading these pieces in retrospect offers some valuable lessons going forward.
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September 11, 2008
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