P.S. YahooBay

Few months back I wrote YahooBay. In the last month, eBAY shares have dropped a great deal. The core auctions business is slowing, and under threat from Google. So far, Paypal continues to grow by 30%+, but if Google launches a payment platform, that business will also go through jitters. The stock will definitely tank

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Massive Sets The Tone on M&A Spree

Massive sets the tone for acquisitions in Ad Infrastructure.

Howard Schultz From Sixty Minutes

Sixty Minutes did a segment on Howard Schultz of Starbucks yesterday and it is damn good. Have a look. What I would have asked him a bit more about is how did he manage to convince the investors to buy that 6-store chain at a time when there was no market for coffee in America

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Piczo & The Sound of the Crash

If you’ve read The Timer, you know the Online Club concept. Piczo is a new club, which I looked at last Fall with Trinity, and which Sierra ended up investing in. It is a site for teenage girls, and I hear that it is already at breakeven. Sierra owns a large chunk of the company

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The Timer

Venture Investment in tech is changing fundamentally. Perspective.

2006 Tech IPO Prospects & Market Outlook

2006 IPO Prospects.

Invention vs Commercialization

The whole business of patents … what’s just? what’s fair?

Netflix vs Blockbuster

Netflix sues Blockbuster for process patent infringement.