Cisco raises another $4b in cash and looking for acquisitions

Ashlee Vance from the Bits Blog has a nice piece on why Cisco raised another $4b of cash through a debt offering yesterday even though they have $30b in cash. 

"As word of Cisco’s debt sale hit Wall Street, the standard chatter surrounding possible targets began anew. As usual, companies like EMC, NetApp, Sun Microsystems, Red Hat and BMC were discussed as desirable properties."

Regarding Cisco I have heard the same acquisition rumors.  On the smaller private company side, my two cents would be platform consolidation opportunities in the security space (software that can help tie their disparate security products together), bolstering their Scientific Atlanta acquisition by adding more interactive and ad targeting products for the digital set top box, and tuck-in acquisitions for their EOS or social networking initiative (see CNET article for more on this initiative)

I would love to hear your thoughts on this as well.

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Best iPhone Photo App – Phanfare Photon

It is great to see my friend Andrew Erlichson getting some rave reviews for Phanfare Photon, his iPhone photo app.  According to ReadWriteWeb:"Phanfare's Photon is currently the best photo sharing and photo management app on the iPhone. It is important to note that Photon puts less emphasis on social feature than other services like Radar, […]

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Positioning and pitch decks for startups

A friend of mine is putting together his first deck for potential investors.  In typical startup fashion, they launched a product, got a number of users, and then iterated several times to improve the service.  With the product in the hands of tens of thousands of users, they started getting inbound requests from larger organizations […]

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Sundance and a movie about a web pioneer you may have never heard of

My brother-in-law, composer and recent Emmy winner, Ben Decter, is kicking it this week in Sundance while two of his movies Heart of Stone and We Live in Public make the rounds. This summer he and I spoke about We Live in Public and Josh Harris.  It took me a few minutes to remember who […]

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Going old school – how to reach people effectively

I had lunch with a friend last week when we were talking about the days years and years ago where it was cool to have an email address on your business card.  In fact, I remember picking attorneys to work on our venture deals in the mid-90s not only based on cost and experience but […]

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Is 2009 the year of mobile computing?

 As I look around post-holiday season, I am seeing more and more regular, non-technical friends and family get connected on their mobile devices.  What does that mean? A great example is that of my father-in-law who got rid of his old Motorola Startac and exchanged it for an iPhone.  Yes, he got an iPhone, and […]

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Cloud computing for SMBs

Cloud this, Cloud that – the word cloud is clearly an overhyped word and reminds me of the beginning of the hype around hosted models and ASPs (application service providers) in the late 90s and the term SAAS today.  Anyway, as I look at announcement after announcement released about cloud computing platforms, one thing is […]

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More reasons to watch your burn

Despite these tough times, there are still some bullheaded companies who think they can grow their way out of this mess or find the right M&A partner to bail them out.  I can guarantee you that this is a recipe for disaster.  I was on the phone today with the CEO of one our portfolio […]

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A ray of light in this environment?

I did an interview with Rich Maguire of Datamation last week which he just posted yesterday.  While the markets seemed to get excited for a day about the bank bailout, attention is turning toward an even bigger problem for startups, a potential recession.  The consumer no longer has that ATM called their house and confidence […]

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Be prudent but don't panic!

The alarm bells are ringing in Silicon Valley and start-up land today with Sequoia Capital and Ron Conway telling companies to prepare for the economic meltdown and to raise cash by cutting their burn.  This is not new news as being in New York we started to feel the real economic impact in mid-September as […]

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