Rise, Fall, Rise Again

Rise, Fall, and turn-around of Finisar.

3D PDF: Analysis

Adobe has recently announced Acrobat 3D. What are the implications?

IPO: Tougher

Number of IPOs should be low.

Digging for Diamonds

Jewelry Online is a strong opportunity.

Status Elevation of Content

Elevation Partners gets going … what’s coming in Media and Content?

CAPU, an upcoming IPO

Capella is a good indicator that certain education plays are well worth investing in!

That Dog In Your Portfolio

The Strategy has not worked. Some $20 Million in venture money has already been burnt in the trial and error process over the last 3 years. A few rounds of hiring and firing of CEOs and executives have already taken place. But the company has still not hit its stride. In the carnage of the last 5 years, the above has been the story in every VC’s life. Here are a few simple questions that I suggest you ask, and have someone facilitate gathering the answers. The answers will tell you whether the Dog can become a Tiger!

Bought by WHOM?

Epiphany has been acquired. Finally. By a rather large, little-known Chicago company called SSA (Nasdaq: SSAG). Now, who is SSA? Here are some financial data: Market Cap: $916 Million                                                 2004        2003           2002       2001 Annual Sales ($ mil.)                     636        296          160      136 Annual Net Income ($ mil.)            18           52           1         (41) And here is some History:

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