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Top Seven SaaS Startups

Posted on Saturday, Jul 26th

In the recap mode, here are the top seven SaaS startups that I am tracking: * Qualys – Managed security and compliance; Interview with CEO Philippe Courtot; Forbes Column: The Next VmWare.

Cash Salary vs. Options

Posted on Sunday, Nov 18th

If you think Bangalore is the only place where talent is migrating to larger companies and bigger cash salaries, think again. Ann Winblad says not. In Silicon Valley, Google, Apple, Yahoo, VMWare are pulling talent away from startups. So what are VCs and entrepreneurs going to do for their employees? The simple answer is probably

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Amidst Volatility, Be Opportunistic with EMC & VMWare

Posted on Wednesday, Nov 14th

When I last looked at VMWare’s (VMW) IPO performance in August 2007 (first IPO’d at $26 and closed at $58/share), I noted there was no disappointment. Well, until recently, that was a subtle understatement. EMC’s spinoff hit a high of $125/share in October, only to be let down due to the general tech selloff last

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Eric Benhamou: The Saga Of Palm (Part 2)

Posted on Thursday, Sep 13th

With an unstable market, Eric knew the price of Palm was not going to sustain at those highs. But what exactly happened when the market crashed? SM: It is hard to sustain that kind of price range … EB: We knew the price had to come down, but we did not exactly know how it

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 3)

Posted on Wednesday, Aug 22nd

SM: What came after Alewife and VMW? AA: I did VMW in 1994 – 1995, and in 1996 I came back to MIT. I started the Raw effort in 1996. Looking at processor design, we felt that in another 10 years we would have chips with billions of transistors and we wanted to discover how

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 2)

Posted on Tuesday, Aug 21st

When I arrived at MIT in 1993, Anant was in the midst of his first startup, decidedly bitten by the entrepreneurship bug. The project I was on was Alewife, which Anant discusses below. Many of the ideas and breakthroughs in Tilera date back to the research we did during Alewife. At the time, I was

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VMWare’s IPO: Wait?

Posted on Wednesday, Aug 15th

It has been a strange summer of uncertainties elsewhere in the market, but certainly, VMWare’s hot IPO has not felt any of the pressure. In fact, it has made a slow August exciting with one of Tech’s most important events this year. Eric Savitz at Barrons reports: “EMC (EMC) today generated a massive return on

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