Category Archives: Companies

Flash Memory Disruption

The San Jose Business Journal recently interviewed me regarding the flash memory space.  Storage has become a critical bottleneck in today’s datacenter and the migration to flash memory is a huge tidal shift that represents a multi-billion dollar market opportunity.  … Continue reading

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Observations from the Facebook S1

1. A new standard for user engagement. DAU to MAU ratio of 57% in December 2011, which amazingly is actually higher than the already high 54% in December 2010.  This makes Zynga’s engagement look weak! 845 million MAUs as of … Continue reading

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The Real Facebook Effect

Unless you have been under a rock the past few days, you heard about Facebook’s long anticipated S1 filing.  It’s hard to go anywhere in the Valley without hearing the buzz.  Readers of this blog will recall that I had … Continue reading

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Yipit and the Daily Deals Sector

I recently spoke with journalist Anne Sherber of DigiDay about Yipit and the company’s positioning within the Daily Deals space.  There are currently more than 500 daily deal sites in the US alone – ranging from heavyweights such as Groupon … Continue reading

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RIM Management Misconstruing Appeal of iOS, Android

Silicon Alley Insider published an interesting chart showing RIM’s historical revenue and gross profit growth.  Allegedly, RIM management looks at this chart and wonders why Wall Street has been punishing their stock.   The article states “They [RIM executives] look at … Continue reading

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How Facebook Could Be Worth $200 Billion+

With LinkedIn and RenRen filing to go public, it seems the chatter at every social event I attend these days turns to what Facebook could be worth.  Facebook has had a stellar valuation trajectory – from having raised $12.7 Million … Continue reading

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