Indian Incubator Fund: Specs (Part 2)

We dicussed the “Problem” in the last part. In this one, let’s discuss the “Entrepreneur”. Again, I’ll tell you a story from my own experience. My advisor at MIT, Prof. Anant Agarwal, was (is) also an entrepreneur. So, when I walked into his office one day in 1994, and declared that I wanted to finish

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Oracle Acquires Hyperion

Continuing his acquisition binge, Ellison acquires Hyperion (HYSL) for $3.3 Billion. This also continues the consolidation of the Enterprise Software space, which is now only left with SAP as the major other player. WSJ Coverage here. There are, however, a number of mid and small sized companies: Opentext (OTEX; Content Management; Market Cap $1.08 Billion),

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Web 3.0 = (4C+P+VS) = YahooBAY

On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is

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Customer Equity

by Lance Glasser, Guest Author [In the Philippe Cortout interview, we heard a lot about focusing on the Customers. Here is Lance Glasser’s view on the same issue.]

Clarify Your Story: Internet Business Checklist

Internet startups, web 2.0 startups – use this checklist for strategic planning.

eBAY Jitters

eBAY is increasingly showing signs of weakness.

Tech Buy-Out: Skill gap analysis

Rumbles can be heard on both sides of the business today, as both the VCs and the Buy-out guys are waking up to the potential of tech Buy-outs. The larger venture funds are trying to figure out LBO methods, while the Buy-out guys are assessing how to bring strategic leverage into their portfolios.