Friday, September 29, 2006

Another indication...

Force10 rejects Nortel's $500 million offer in the hope of a billion dollar IPO in next 18 months.



Harbinger of good times?

PE wire reports on performance of recent VC's backed IPO's...

Random Ramblings

Today represents the end of Q3 2006, which means that it's time for a quick look back on the quarter's PE-backed IPO activity. Buyout-backed offerings bested VC-backed offerings in terms of both volume and total raised (see chart below), but LBO-backed companies were not so fortunate in the aftermarket.

The average aftermarket performance for VC-backed IPOs was 22.73%, as of yesterday's market close, with all but one company trading above its IPO offering price. This compares to a paltry 1.07% for the buyout-backed crowd, which had only two companies above IPO offering price (plus one at break-even). It also is important to note that the below totals include two companies that priced yesterday – Shutterfly (VC) and Bare Escentuals (BUY) – and that neither of them, therefore, are included in the aftermarket calculations.

Quarter VC-Backed IPOs Total Raised
Q3 2005 19 $1.46 billion
Q4 2005 17 $1.57 billion
Q1 2006 10 $540.82 million
Q2 2006 19 $2.01 billion
Q3 2006 8 $934 million
     
Quarter Buyout-Backed IPOs Total Raised
Q3 2005 23 $4.7 billion
Q4 2005 10 $1.38 billion
Q1 2006 17 $4.37 billion
Q2 2006 17 $4.37 billion
Q3 2006 9 $2.5 billion
     

Thursday, September 28, 2006

A post from space

Literally Anousheh Ansari's blog post from space chronicling her experience, check it out.

Wednesday, September 27, 2006

Vision

Written in '96 by Bill Gates. Reading this I am in total awe of the vision of the man.

http://www.microsoft.com/billgates/columns/1996essay/essay960103.asp

Forrester reports on some key trends...

  • Many devices span the generations. Differences in device adoption rates among Gen Yers, Gen Xers, and Younger Boomers are small. Take digital cameras, for example: 64% of Gen Y households own one, as do 57% of Younger Boomer households.
  • Connectivity is as big as ever. Broadband is on a steady rise: 44.6 million US homes connect via high speed today, compared with 33.5 million one year earlier.
  • The digital decade shows no signs of slowing down. DVRs, camera phones, and home networks caught on in 2005 faster than any other technology. By 2011, adoption of laptops, HDTVs, and camera phones among US households will more than double.

Gen Yers Spend More Time With The Net Age Does Matter For Technology And Media Habits
While technology adoption is up among all consumers, Gen Y and Gen X households lead the way in integrating technology into their lives.

  • Gen Yers take technology everywhere. Young adults are the most likely to put a premium on mobility, owning mobile phones, laptops, and MP3 players more often than their older counterparts. But the balance of consumers are following in their footsteps: 34% of Older Boomers and 22% of Seniors have cut the long-distance cord.
  • Seniors' media intake revolves around TV. Seniors consume one-third more hours of TV per week than Gen Yers do; Gen Yers devote more than three times as many hours to the Net per week as Seniors.

Does generation matter for your industry?
Yes. Here's how generational differences in technology adoption and habits affect vertical industries:

  • Marketing. Viral or word-of-mouth marketing is appealing across generations, but the Net is the place to reach Gen Yers and Gen Xers for product research. While almost 90% of Seniors do their decision-making research offline, nearly 40% of Gen Xers do research online and purchase offline.
  • Retail. Gen Xers are the sweet spot for online shopping. With their disposable income and near-ubiquitous connectivity, more Gen Xers shop online than any other generation: 16.2 million online households.
  • Financial services. Online banking programs garner participation from younger adults, two-thirds of whom have checked balances online in the past three months. Web access to investment campaigns appeal to Boomers, who are more likely to make use of the online investment management tools.
  • Travel. More than half (55%) of online travelers book their travel online. Young adults research and book their travel with Web agencies like Expedia or Orbitz more often than older travelers: 51% of Seniors booked with the airline they flew compared with only 33% of Gen Yers.

Tuesday, September 26, 2006

Iinovate...

Matt and Julio at Stanford have started a neat podcast on innovation and entrepreneurship.

They did not start that long ago and have already featured some inspirational leaders. Very cool. I would love to see addition of some contemporary bay area entrepreneurs on that podcast.




The PC on iPod?

In the past few months a few friend and I have been brain storming on ideas that could enable the end users to carry around his personal computing environment (PCE). The applications and the data for these applications is what the end user really cares about the operating system and the hardware are merely the means to enable this access to application. Now that flash memory disk are available in multiple GB sizes at economical rate and iPod's are ubiquitious can these be used to carry out PCE?

This week we saw some action that validates the idea - first was the public launch of beta of Moca5 and second was the funding of RingCube by NEA. I cannot wait to try out MojoPac.

Monday, September 25, 2006

Test post

This is a test post....

Saturday, September 23, 2006

Don't have to turn off cell phone in this concert

Sounds like an ineresting idea, composing music that has audience participating using their cell phone, sort of applying open source to art.

Friday, September 22, 2006

I have never seen the concept explained better ... (-:

http://indexed.blogspot.com/2006/09/for-you-olympic-mathletes.html
I have never seen the concept explained better ... (-:

http://indexed.blogspot.com/2006/09/for-you-olympic-mathletes.html

Saturday, September 16, 2006

Finally found it..

http://www.wwwdotcom.com/ (-:

Monday, September 11, 2006

Here is another version

If the last one was too soft for you here is another one http://www.endofworld.net/

Must watch...

The summary of how our world looks today. Touching...

http://www.miniature-earth.com/

Sunday, September 10, 2006

Mobile-Watch

No, no this is not a post about watching some mobile start-up, well in a way it is...
It is about a mobile in a watch. These guys are producting what looks like the best effort thus far to put a cellphone on your wrist.

At 1.5 cm this watch is a bit thick compared to the watches available today but I do remember wearing watches that thicker and perhaps heavier. (-: