-
Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Friday, October 17, 2003
 


Interesting post on Slashdot notes that one of the investors behind Roxio was Baystar Capital, who've also just pumped $50 million into SCO. A quick look at Baystar tells us it's run by ex-ibankers, my favorite target. Why don't these guys understand why Roxio and SCO are bad investments?

Because they don't really get the way strategies play out differently in tech markets than they do in traditional ones. That's why they think legislation and other heavy-handed tactics are going to work - whether it's Roxio or SCO we're talking about, the strategic outlook is the same: power=profits. Unfortunately, in tech markets, it often doesn't - just look at Sun.

-- umair // 4:16 PM //


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