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Strategies for a discontinuous future.












Friday, September 26, 2003
 


Nice article at Groklaw about information asymmetries in investing in tech ventures. Points out some of the ways that VC's didn't have fully get SCO's business model, IP, industry structures, and risk factors - largely because of the technical complexity. Also talks about business models, or lack thereof - more evidence for my hypothesis that actual business models are in very short supply these days.

Fav quotes:

"If ever there was a situation illustrating the importance of CEOs and financial analysts comprehending tech, this story is it."

"I think computer science 101 needs to be taught in business school. Maybe a refresher course in ethics would be good too."

"Now, there's a business model. Destroy your competitor's reputation so they feel they have to buy you to shut you up."

"We believe the aforementioned contractual cure would be upheld by the court and mandated upon IBM, and would then wreak havoc on IBM's large corporate customers bringing serious injury to IBM's business reputation and customer relationships, unless the matter is settled prior to trial. We believe the business risk to IBM is too high. Therefore, we believe IBM will settle the case prior to trial"

-- umair // 1:27 PM //


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