WayPoints Briefs

   Briefs_8.1.pdf (102 Kb)

What’s Waypoints Briefs?

Waypoints is now subscription-only. We will be sending those of you who are on our original Beta list but who have not yet subscribed a quick 2-page Waypoints Briefs, which will give you a quick upshot on what’s in the current release of Waypoints. 

If you're already a subscriber, you can click here.

We’d love for you to subscribe to Waypoints and join us on our journey to make sense of the sometimes overwhelming and confusing world of global tech, telecom and media. 

To join, simply email davidh@coburnventures.com and we’ll get you all set up.

In Waypoints 8.0 this week:  

About Change: The Free World. Living in a world where the expectation is that everything is free!

• Stocks in Focus:
  • RIMM: What’s our thinking after their subscriber miss? 
    
  • Tier 2/3 Small Cap Software: We update our thinking given all the private equity money slushing around out there.
    
  • High Flyers: What stocks have high growth expectations and high valuations?  Who’s susceptible here?
    
  • Network Appliance: We dig deeper into their model. 

• Upcoming Catalysts:  Cisco Analyst Day … RIMM earnings…
  UBS Media Week…
  
• Always-On   Who’s most at risk in the Free World?  Telcos … music labels …  www.alwayson-network.com