Archive | April, 2006

Can Microsoft reinvent itself?

Microsoft released its third quarter numbers the other day and while revenue growth was strong, the stock got hammered and dropped over 10%.  Why? Microsoft plans on investing for the long term and putting another $2b into the Internet and other new technologies like the XBox.  To sum it up, here is Rick Sherlund, Goldman […]

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DIY in the Enterprise

As I wrote last year, this "web as platform" gospel is starting to spread quickly from consumer to thoughts on the enterprise.  In my mind, what has enabled this enterprise web phenonomenon has been two thoughts – lightweight and simple.  Of course, lightweight and simple equals cheap and fast to implement.  It is quite easy […]

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VCs and VOIP

Here is a link to an article on VCs and VOIP (via Andy Abramson of VOIPWatch).  There are some VCs who think it it too crowded and others (like myself) who still see opportunities.  However, the one thing I was not pleased about is that the only quote the author uses for me did not […]

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Red Boss – will it truly be open?

It seems that the open source business model has been top of mind for many in the technology industry as of late.  First comes Checkpoint’s attempted purchase of Sourcefire and now comes Red Hat’s announcement that it will acquire JBoss.  The acquisition price of $350mm is pretty sweet validation for the open source model considering […]

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Kinnernet 2006 – geek camp

I just got back from a week in Israel having spent some time in Jerusalem for an Answers board meeting and then making my way to the Ohalo Resort on the Sea of Galilee for Kinnernet 2006.  Kinnernet is a techie geek camp organized and run by Yossi Vardi (cofounder of ICQ).  At Kinnernet, I […]

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