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Blog » Archive for February, 2007

Concept Arbitrage: Web 3.0 & Enterprise 3.0

Posted on Wednesday, Feb 28th 2007

Last summer, I wrote a Concept Arbitrage series focusing on the Indian market. The market has moved, and Consumer Internet and Mobile Value Added Services, which were turning hot then, are much too hot now. Valuations are very high. Much too high. At this rate, I dread to think how long it would take to

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Future of CAD and PLM: Part 1

Posted on Wednesday, Feb 28th 2007

I wrote a number of articles about the CAD / PLM industry over the last few weeks, especially bringing them in the context of the Extended Enterprise trend. In CAD PLM Shuffles and SaaS: PLM and The Extended Enterprise, I discussed some of the recent changes in the PLM landscape (UGS’ acquisition by Siemens, IBM’s

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India Needs More Incubator Funds

Posted on Tuesday, Feb 27th 2007

Yesterday, I spent an hour chatting with Subrata Mitra, one of the Partners at Indian seed fund Erasmic, which has been in the news recently for attracting Google as a Limited Partner. I have been writing often about the Indian seed investment situation: Concept Arbitrage, Venture Capital in India, Too Much Money, Too Few Deals

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Design Collaboration in the Extended Enterprise?

Posted on Tuesday, Feb 27th 2007

Recently, I saw a comment from Carl Bass, CEO of Autodesk, that he intends to keep Autodesk focused on CAD and PDM (Product Data Management), and leave Enterprise PLM (Product Lifecycle Management) to the other players. This, for me, raises the question: Where does Design Collaboration sit in the enterprise workflow? In my recent Extended

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European VCs: Time To Catch Up

Posted on Tuesday, Feb 27th 2007

By Jörg Überla, Guest Author More than 65O IPOs and the highest number of venture-backed IPOs since 2000. These are not the latest figures for the U.S. market, but the 2006 figures for Europe. What’s more: During the same period, the U.S. have seen just 224 IPOs with a volume of €35 billion, half the

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Eric Jackson’s Yahoo Plan B

Posted on Monday, Feb 26th 2007

The full plan is here. My writings on the topic are here and here. More than the Plan B itself, I find fascinating the fact that a shareholder who owns only 45 shares can generate this much momentum to catch the attention of a Fortune 500 company. Terry Semel delivered a fantastic first turnaround on

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We Would Be Scary With Some Capital!

Posted on Monday, Feb 26th 2007

By Calvin McElroy, Guest Author Entrepreneurship in Canada is hard. I have spent over a decade leveraging skills, knowledge and relationships developed from a successful corporate career – while trying to master the art of starting and developing early stage companies. Although the job is challenging and gratifying, it seems a day doesn’t go by

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Enterprise 3.0 = (SaaS + EE)

Posted on Monday, Feb 26th 2007

I have written several pieces recently about the Extended Enterprise trend, covering Segments such as Collaboration, CRM and PLM. In the same vein, that I have proposed a framework for Web 3.0 = (4C + P + VS), I would like to discuss in this piece, a framework for Enterprise 3.0. Fot those working with

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