Bullish on the Valley View
My fellow Enterprise Irregular Sameer Patel took me to task a bit earlier today for my prior post of the still-weak employment situation. @cselland stop being a party pooper already. This is twitter, the capsule where we confine our selves to a bubbly valley view. — Sameer Patel (@SameerPatel) July 7, 2012 While I [...]
When 100% Growth Is Not Enough for Startups
A couple of weeks ago I passed on the opportunity to invest in a SaaS application company that has been growing around 100% YoY for the past couple of years and can now be considered a solid expansion story. While the company’s overall story was good, it was not great. As I have been talking [...]
Software Spending and the Economy
We just completed another re-forecasting exercise at IDC, as uncertainty increases over the health of the global economy. This time in particular, I was pressured to lower the enterprise applications forecast for next year and adjust the 5 years forward…
Growth is the #NewTwitter
For many the NewTwitter is about a new user experience. Or Twitter eating its client partners for lunch while adding content partners. But for me NewTwitter can be summed up in this slide: You’ve probably seen a lot of charts…
