Thanks for joining us!
This is the final beta release of Waypoints. We hope you decide to subscribe going forward. We would love to have you with us.
To subscribe, visit us at www.coburnventures.com and click on “Subscribe to Waypoints”
Below, we providing the text portion of "Short Question, Short Answer" section, which provides a quick synopsis of our thinking along with a direct link to a pdf file of the entire Release 4.0 of the Waypoints Thought Piece. Happy reading!
-pip
Coburn Ventures
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“A full price ad in the {Wall Street} Journal costs more than a house in Buffalo… One morning, with time to kill at a fine hotel, I interrupted a few people who were reading the Journal over breakfast. I waited until they had finished the first section, and then asked them if they could name just two of the companies that had run full page ads. Not one person could.” … Seth Godin, Purple Cow …
Yi Tan Technology Call:
Topic Muni Wireless with Esme Vos
** Tuesday **
Oct 11th
Time: 10:30 PDT, 1:30 EDT
Dial-in:1-800-615-2900, Toll: 1-661-705-2005
Passcode: 778778
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Short Questions Short Answers
Q: You making any big bets on tech into year end?
Q: Any broader lessons to be learned from MERQ?
A: Don’t get involved – long – in stocks if there’s an accounting issue / investigation. No idea how they’ll turn out, but it’s rarely good. Our jobs are hard enough as it is!!! We’ll stay on the sidelines…
Q: The hottest issue in technology over the next 3 years?
A: Two … The “ubiquitous cloud” as the infrastructure starts to become ever present … Also “convergence” will look much more like a “Big Collision”. Everyone wants a part of the cloud … and many many folks will be part of the collision… ask Intel, Google, KPN, Telefonica, Yahoo, eBay … more conviction statements in Change…page 5…
Q: What do you do with Apple here?
A: Comfy having it as a core position in our Buy list. Also comfy with next 2-3 months into holidays …Nano’s hot. But at 32x and 1.32x its 200 day it ain’t our largest position. More on Apple’s Retail Stores in Always On … page 27…
Q: Where do you see the best “Sell” opportunities?
A: We list 7 core themes inside as well as companies that are exposed. Things like “Death of Software” … “The Big Collision” … “Steamrolled: Too Small to Survive” … and “New Technologies Threatening the Old Way of Life”, where radio, advertising, and newspapers are feeling the pain of new technologies. We’ve added New York Times – NYT – to our Sell list … page 14…
Q: What events do you care most about in the next 3 weeks???
A: Ciena Analyst Day – webcast – October 11th … Red Hat analyst day – New York, NY – October 11th … Gartner IT Expo – Orlando, FL – October 16th – 21st …more on page 24…
In case you missed it on the front cover, this is the last of four planned Beta releases of Waypoints. After this issue, we’ll be moving to a paid subscription basis. To subscribe, come visit us at www.coburnventures.com ...
What we at Coburn Ventures really do at for a living is aim to understand all we can about change and then apply our insights toward investing in our area of domain expertise -- tech, telecom and media. We want to identify changes important enough to change valuation situations where major positive or negative fundamental change significantly alters the relation of money going into the "box" to money out.
Our Change Function focuses on user experience when assessing one critical type of change – the likely adoption of new technologies. Inside our Change Function, we assess a user’s current pain versus their perceived pain of adopting a solution. We think the supply of new technologies is a necessary but not sufficient part of the adoption process. We focus our energy on the users…
“A crisis can be defined as a severe change. It is interesting that the Chinese do not have a word for crisis. What they do have, however, is a two-word idiom: crisis equals danger and opportunity…”… Bennett Goodspeed, The Tao Jones Averages