Demo Day 1 Recap

Day 1 is about over and after having sat through a number of interesting pitches, it is funny to hear the PR folks saying that many of the journalists are more interested in consumer/web-oriented companies than the enterprise-related businesses. Has the pendulum swung back to the consumer and web? It seems to me that home entertainment, wifi networks, and blogging are all the rage these days. And yes, they are hotbeds of innovation. Recently enough, the idea of VCs getting excited about the web/consumer area was contrarian, and now I am sensing it is not that way anymore. OK-I loved alot of the discussion in the morning and the agile enteprise afternoon session wasn't as enlightening as I hoped, but there were definitely some interesting companies that presented. One is Metapa (full disclosure-a portfolio company) which is bringing the power of commodity computing (Lintel) to the data warehousing market allowing companies to realize 10-50x price performance over the standard Teradata, Oracle, IBM and Unix $1mm+ systems. Another interesting company was IMlogic which has a platform to allow you to integrate existing enterprise applications with IM.