Oh, and here’s a lead …

For VCs looking for strong product company models, my suggestion is, make a trip to Calcutta (now called Kolkata), the erstwhile capital city of British India, and meet Arvind Agarwal.

HP Algebra

I think it was in 3rd Grade that we first learnt the term BODMAS, but it was in the context of Arithmetic, not Algebra. That came later. To refresh memories: The simplification of an algebraic equation or expression must be completed in a set order. The procedure follows the rules of BODMAS – any elements

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David’s sling-shot has not missed Goliath

If you want to follow the trajectory of a certain David’s sling-shot on its way to Goliath’s forehead, read Peter’s Blog. TVI versus Microsoft, the AutoPlay lawsuit.

Much Ado About Pricing

The software industry is going through much turmoil over licensing versus subscription, concurrent user versus named user, maintenance fees versus not, per processor … A survey from Macrovision shows how Enterprises prefer to buy software (64% prefer perpetual licenses, versus 36% subscription). Surprisingly, they still prefer Perpetual License models, as opposed to Subscriptions, although all

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Saba, Aussi!

Meaning, Saba as well. The blue-print for Epiphany and that for Saba are quite similar. The space is different, and hence the nuances are different. Saba is about a $35M company, with a $75M market cap and a leader in the Corporate e-learning space. Enterprise Learning Management Software (LMS) is used to create e-learning solutions,

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E.piphany should change its Business Model to survive

What does an erstwhile star company, with a stock price now stagnating between $3-$6 and a ~$250M market cap do next? Revenues have fallen from $125M in 2001 to the $80M 2004 sales number. Maintenance and Professional Services account for more than two-third of the company’s sales. If you look around in the CRM space,

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