Archive for May, 2006

26May

Microsoft shows off JPEG rival

Posted by Jeff as Innovation

This article about Microsoft’s new graphics format offers an interesting lesson in the pitfalls of looking backwards to build a technology adoption plan. When I was reading it I immediately thought “will Photoshop support it” and only at the end did I realize that is the wrong question to ask… “will camera phones and Myspace [...]

Well this pretty much sucks… link via Om O’Reilly trademarks “Web 2.0″ and sets lawyers on IT@Cork! » at Tom Raftery’s I.T. views: Basically O’Reilly are claiming to have applied for a trademark for the term “Web 2.0″ and therefore IT@Cork can’t use the term for its conference. Apparantly use of the term “Web 2.0″ [...]

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OPEN ACCESS PUBLISHING://STM meets Web 2.0
KEYNOTE://Innovation in voice
Gov’t Corruption: Hope you got your $100M worth
Microfinance - Kiva
Read more on Web 2.0, I.t at Wikinvest

Totally off topic but I’m reading a book about the original Judgement of Paris, a competition between California and French wines in the 1976, so it was pretty cool to read about the rematch and how California won – again. What is really amazing to think about is how the top placed California wines, and [...]

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Appreciating China to its fullest
Chart: March Madness historical success by seed!
Read more on Reds, Wine Consumption at Wikinvest

This is something along the lines of people who like it when people say “I’m sorry”. As for me, I really don’t care what companies say, I care about what they do… just like with people, it’s not that you are sorry about something but rather what are you going to do in the future [...]

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Yahoo: Growth Prospects Don’t Warrant $15 Price
Dan Loeb Third Point Yahoo
Read more on Yahoo!, New Focus Auto Tech at Wikinvest

Given my history with SAP Ventures, I have and will continue to refrain from writing about the Netweaver Fund that SAP launched last week, at least as it relates to SAP Ventures. However, I do wish to point to something that Jason wrote which in my opinion does a very good job of articulating the [...]

22May

Light blogging lately

Posted by Jeff as Uncategorized

What with SAPPHIRE and a lot of travel I have not been blogging much lately. Looking forward to slowing down later this week and getting some writing done, here’s what I am interested in right now: – web 2.0 and the enterprise, much evolution in thought following sapphire – identity technology – open source as [...]

More on this topic (What's this?)
Stock Rover
The Proper Context of Low Beta ETFs
Understanding the Beta Coefficient
Beta of a Stock is a Meaningless Measure
Read more on Goto, Web 2.0, Beta at Wikinvest

Bruce provides an interesting Top 10 list from last week at SAPPHIRE. I agree that SAPPHIRE was pretty boring from an “inside baseball” perspective, but customers sure seem to like steady and secure. AMR Research: SAPPHIRE ’06: My 10 Takeaways: Instead, what we are seeing is the maturation of SAP’s strategy around business process platforms [...]

Good article in InformationWeek about how a small group of bloggers are attacking the traditional analyst firms. There’s still quite a way to go before bloggers are a threat to the Gartners of the world, but considering that the analyst firms are pretty static in terms of coverage and the amount of output while the [...]

18May

Microsoft VC Summit

Posted by Jeff as Uncategorized

Ed has a great write up on the Microsoft VC summit from last week. BeyondVC: Microsoft VC Summit: For those who care, the sweet spot for Microsoft is to buy a more engineering and technology focused company versus a sales and marketing oriented one. In terms of price, I thought I heard acquisitions in the [...]

18May

SAPPHIRE Day 1 thoughts

Posted by Jeff as Blogs, SAP

Our first day with bloggers at SAPPHIRE was a big hit with everyone involved ending the day on a high note. Keep an eye on posts coming out of SAPPHIRE on del.icio.us and technorati, as well as my digital images on Flickr. What Worked: 1) The bloggers earned respect quickly with our executives coming out [...]

More on this topic (What's this?)
Changes to Trading Models: Part 1
Weekly Leading Index
Tips to keep the trading fires burning
The Big Picture For The Week of April 1, 2012
Read more on Cheung Kong (HLDGS) at Wikinvest

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