All posts by john

Fred Wilson says: When the founders and…

Fred Wilson says: When the founders and management want to sell, the VCs ought to go along (within reason) because blocking a sale and having angry and unhappy founders and management running the business is a bad outcome. http://bit.ly/NAlSC

This is right– I was in a similar situation with a top tier VC and they went along with the sale even though they didn’t want it.

Intresting to consider the change in cos…

Intresting to consider the change in cost structure from FIOS: By converting most of its landline operation to FiOS, Mr. Seidenberg said Verizon had a new opportunity to cut costs sharply. FiOS uses the decentralized structure of the Internet rather than the traditional design of phone systems, which route all traffic through a tree of regional, then local offices. http://bit.ly/r44zS

Love Chris Douvos’ institutional POV: O…

Love Chris Douvos’ institutional POV: Of course, finance is full of people who ruin things for everybody, too (thanks for the SarbOx, Enron!) But the most insidious wreckers are those companies that go public and then miss their numbers within a few quarters (what’s up, Rosetta Stone?!?) It’s those flubs that have a chilling effect on the market for emerging growth companies. http://bit.ly/Nl9Na