Category Archives: Austin

It’s the Software, Stupid. Be Different, Not Better

We’ve been following the wireless data, handset, and carrier market for many years.  Research In Motion reported quarterly results last Thursday evening, and announced that they have shipped 12.1 million Blackberry devices into their channel, but added 4.5 million new … Continue reading

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Super Angel Investments Are About Data Collection and Learning

If you want to call yourself a Super Angel, then the entry fee will be $20K per investment, and you will need to do at least one investment per month – or one per week, if you can handle it. … Continue reading

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Schlocky Crap Peddled As Investment Research. Ten Points of Suspicion

As a former Wall St. analyst, it’s easy to spot really bad research reports marketed as “investment research”.  The problem is that it’s not as easy for the non-investment layman to recognize bad investment research.  As an entrepreneur, you know … Continue reading

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If HP is Headless, Then Is Dell Brainless? Acquisition Lessons for a Startup

We can’t take credit for asking that provocative question which references the battle for 3Par –but it leads us to the following question: What can a startup learn from this battle of the titans? The lesson is simple: know your … Continue reading

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Rethinking Competitive and Complementary Positioning

Who knew that 3Par was such a hot commodity? Not anyone on Wall Street or the IT research group community.  One week Dell is bidding $1.13 billion for a company valued on the NYSE for $605mm, and the next week, … Continue reading

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What Can A Startup Learn From The Departure of Mark Hurd?

Last week we wrote on open letter to Michael Dell suggesting that he call Mark Hurd (ex-CEO of HP), and bring Hurd to Dell.  Since we wrote that note, some additional revelations about Hurd have come to light; namely, that … Continue reading

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Open Letter to Michael Dell – Call Mark Hurd

Michael, It’s time for a bold move.  Pick up the phone and call Mark Hurd before he signs a non-compete and takes home $40mm plus in severance.  While the media bemoans Hurd’s departure, identifies a possible replacement, and talks endlessly … Continue reading

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