categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
electronics
Electronics Forecasts for India
According to a study by Frost and Sullivan, India is the fastest growing market for electronic products in the world with consumption expected to grow to $363 billion by 2015 from $28 billion in 2005. India will account for 11% of the global electronics market by 2015, compared to 1.8% in 2005. India will also
Some Musings on the Future of Broadband
[Over the Thanksgiving weekend, we had dinner with Frank Levinson and his wife, Monika. As we got into all sorts of interesting conversation threads, I invited Frank to write a Guest Column. Below is Frank’s piece on Broadband, which he calls somewhat whimsical. Enjoy!] By Frank Levinson In a series of web essays (1), (2),
Future of EDA: Addendum
Recently, Gartner fired their EDA research team, part and parcel, with veteran analysts Gary Smith and Daya Nadamuni. Here’s John Cooley’s report on the departure with comments from many industry stalwarts. This takes out the last remaining independent analyst that covered EDA as an industry. There is a problem in EDA. Small $4 Billion market
Investment Thesis: Warren Weiss (Part 2 – Final)
SM:What are your key investments and the rationale behind making those investments. This will help entrepreneurs understand how you process deals. WW: Energy markets present great opportunity for using IT to lower costs and improve operations. In the 90s there were companies — such as CellNet — that spotted this trend ahead of its time.
Investment Thesis: Warren Weiss (Part 1)
Warren Weiss of Foundation Capital is our next interviewee in the series. The DNA of Foundation as a firm is “Sales”. Most of the partners come from a deep enterprise sales background, and hence, they’re very focused on trying to figure out whether or not whatever you are trying to market, can be sold, and
Philips Semiconductor: Sold
Philips spins off its chip business. KKR & Silverlake team up on this LBO deal, beating TPG, Bain Capital, Francisco Partners, Blackstone, Apax, etc. The disposal is part of a group strategy to move from a focus on high volume electronics and implementing a strategy to build a Healthcare, Lifestyle and Technology company with a
DAC 2006
Design Automation Conference is going on in San Francisco right now. Read a report from EETimes on Joe Costello’s keynote about the Future of EDA. Note, Joe is talking about web 2.0 concepts and mashups in the context of EDA. My piece on the Future of EDA is here. We all agree on one thing:
Concept Arbitrage: Summary Trends
India’s Venture Business : A summary
