Philippe Courtot, CEO of Qualys, recently penned a nice piece on SaaS and cloud computing for IT Advisor, the official journal of the UK’s National Computing Centre. IT Advisor is not widely distributed in the States, so I thought I’d give it a mention here. (more…)
October 26, 2009
Qualys CEO on SaaS and Cloud Computing
September 30, 2009
Is IT Spending Ready to Bounce?
At the Dow Jones PEA Conference a couple weeks ago, Jim Breyer gave an interview in which he questioned the short-term optimism that has swept up many observers of the current economic recovery. But Jim also noted that, over the longer term, pent up demand will lead to a surge in IT infrastructure spending, as corporate IT budgets loosen again. Jim felt that this surge, starting perhaps as soon as next year, will be particularly good for those mid-stage venture-backed companies positioned to take advantage of it.
My sense of what’s happening with our own portfolio companies suggests a similar perspective. (more…)
August 27, 2009
Outlook Increasingly Cloud-y: Salesforce Blows Out Its Numbers, But that’s Not the Big Story
I am still a little uncertain why the news didn’t cause a bigger stir in the financial press or tech blogosphere. Maybe it’s the time of year. August market doldrums, end of summer languor. But last Thursday, Salesforce.com reported that it had crushed its numbers for its Second Fiscal Quarter ending in July. And not just in terms of one or two key financial reporting items. No, the company had exceeded consensus expectations for nearly every major financial metric.
June 20, 2009
Web 3.0, Why VCs Should Care, and What We Will Find There
Not long ago, John D. Sutter posted a little piece on CNN’s SciTechBlog entitled “What is Web 3.0, and Should You Care?” In the post, TechCrunch’s MG Segler is described has holding the view that “Web 3.0 isn’t worth defining yet because the next phase of the Internet won’t come until the economic recession lifts and investors start pushing cash back into tech companies.”
While reporter-bloggers can be excused, or perhaps even complimented, for punting on a question like this, I don’t believe that active VCs are afforded the same luxury. (more…)
