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It’s not a bubble – the difference between valuation and long term value

Living in Silicon Valley, running a software company with big ambitions I hear the question a lot. Is this another tech bubble? Isn't is going to burst again? The short answer is no. Pundits covering tech tend to confuse valuation with long term value. We may well be in a valuation bubble but unlike the 2000 tech bubble the companies in question have deep, sustainable revenue models. There are certainly some high valuations - per Fred Wilson's view of frothy valuations in April - and these are driven by investor [...]

By |2017-12-06T17:04:29-08:00August 22, 2011|Boards|1 Comment
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The balance between marketing and hype with a new product

Sometimes it's hard to contain your enthusiasm when you have a new product to market and the temptation is to get carried away and over hype. It's this behavior that can give engineering a bad rap with marketing and marketing a bad rap with sales.Here's the classic typical scenarioR&D truly believes the product is way ahead of where it really it. It's ready, it's fast, all the functionality is basically there, it's usable today etc. This comes from (often justifable) pride in the technology that's been developed. Note technology, not [...]

By |2017-12-06T17:17:32-08:00July 10, 2009|Career Advice|0 Comments
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