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Blog » Archive for June, 2007

Palm: Stop Missing Obvious Opportunities

Posted on Tuesday, Jun 12th 2007

I spent a chunk of my professional career working on turnarounds. Thus, I always find it interesting to look at companies which are in turnaround situations. Palm, obviously, is. What’s incredible to me is how Palm keeps missing opportunities to provide real value to its customers. Take the example of 2 services that have become

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Salesforce.com’s Incubator: René Bonvanie (Part 7)

Posted on Tuesday, Jun 12th 2007

I continue my discussion regarding the need for Incubator companies to receive assistance in their initial customer acquisition phase. I push Rene a fair bit. I think he is getting slightly annoyed and defensive 🙂 SM: If you go back to the beginnings of Salesforce.com, and you ask Mark Benioff, I am sure he will

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Rolling up an Online Ad Agency Powerhouse: AKQA CEO Tom Bedecarre (Part 1)

Posted on Tuesday, Jun 12th 2007

Tom Bedecarre is the CEO of AKQA, an award winning, privately held ad agency with roots in San Francisco. Tom provided a fascinating interview, and a really good discussion about the emergence of new media and how it shifts the power balance in the advertising marketplace. As is customary, we begin the interview by learning

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iPhone Competitors: Nokia’s Convergence Device Strategy

Posted on Monday, Jun 11th 2007

WSJ has a good roundup on the various iPhone competitors. One of the top iPhone competitors is expected to be Nokia’s N95, a high-end smart phone that, like the iPhone, has a relatively large color screen (2.6 in), can surf the Web and can play music and DVD-quality video. Unlike the iPhone, the N95, however,

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Cadence LBO?

Posted on Monday, Jun 11th 2007

Does naivete rule, when investors send Cadence shares up to a 52-week high on the rumors of a buy-out? The truth is, a Private Equity player buying Cadence doesn’t make a hell of a lot of sense, since the company has a very slow growth rate due to the industry’s normal behavior patterns. It has

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Salesforce.com’s Incubator: René Bonvanie (Part 6)

Posted on Monday, Jun 11th 2007

Among the most significant challenges a company faces is obtaining its initial reference customers. Salesforce has a core competency revolving around telemarketing and sales, so I inquire about the type of support they provide to companies in the Incubator in order to address this challenge. SM: How do you handle the go-to-market phase with Incubator

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Om Malik: Pioneering Blogs (Part 11)

Posted on Monday, Jun 11th 2007

Here Om and I discuss some the challenges of operating a blog. The industry is in its infancy. In particular, there are difficulties with advertising networks and lack of analytics. SM: Are you following what Time Warner is doing with companies like Adify? OM: I have not. There are several reasons for that, mainly I

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Salesforce.com’s Incubator: René Bonvanie (Part 5)

Posted on Sunday, Jun 10th 2007

Bootstrapping has emerged as a very popular trend recently in the Valley as more entrepreneurs are bypassing Venture Capital. Here I ask Rene about the roll of boostrapping within the Incubator, and also get introduced to SmartFunded. SM: Do you have examples of partners who have been able to bootstrap and avoid VC funding? RB:

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