Archives for April 2006

I started reading the latest book by Clayton M. Christensen- Seeing What’s Next. He is also the author of Innovator’s Dilemma and Innovator’s Solution. An interesting case study to apply his book’s theories is JBoss. JBoss was clearly a disruptive innovator that targeted low-end customers with a good enough product at a lower cost of […] 

My first response was of initial excitement. And then 30 seconds later… a big yawn. The Application Server market is mature and growing slowly (if at all). The big players like IBM and BEA have cornered the enterprise customers that are willing to pay for the software and support. For Red Hat this clearly makes […] 

I attended a TiE (The Indus Entrepreneur) event tonight. There were 3 speakers- Dan Avida, General Partner, Opus Capital (ex-CEO Decru) Joshua Pickus, Senior Vice President & GM, Computer Associates (ex-CEO Niku) Tom Berquist, CFO, Ingres Corporation (previously Securities Analyst at Citigroup) Dan Avida sold Decru to Network Appliance for $272.5M; Josh Pickus sold Niku […] 

I discovered a new site for borrowing and lending money. (Hat tip: Jeff Nolan of Venture Chronicles). This site allows users to lend and borrow money directly from each other. The concept is very similar to a Bank where we all deposit money and then the Bank lends our money to borrowers. However, in the […] 

The buzzword has arrived. The applications will follow. The blogging community has had an epiphany- If we could transplant the success Google and others have had and make boatloads of money, it would be really rewarding. The solution: create Enterprise 2.0. The problem is that all of us are struggling to define the killer apps […]