You’re invited — How many newsletters do you get that feed not only your mind but your stomach? After skipping a year our N-Square Dinner is on for May 15th. Doors open at 6PM for schmoozing and dinner is at 7. The topic for the evening is Social Business & Big Data. Both of these […]
Looking for that Next Big Thing ...
Big Data…Big Infrastructure
When you list out the various market segments where Big Data plays a role one market that stands out is right under our collective noses — it’s log data (and other forms of network, security alerts, server, enterprise app, storage systems activities) from the very devices that make up the infrastructure. Most people have seen […]
Yet another anti-spam liquidity event
Eight years ago Symantec acquired BrightMail and started an anti-spam buying spree which continues to this day. Having started in 2002, ProofPoint was an early stage company when Symantec made its acquisition. Now, ten years after it started, ProofPoint is aiming for an IPO at a market valuation in the $400M range. We went way […]
Big Week for Infrastructure IPO’s
Sometimes it’s painful to remember back in the 90’s when Infrastructure IPO’s were happening so fast that you couldn’t keep score. April 2012 is our “Back to the Future” moment as we get ready for three companies in their final stages for their IPO’s — S1’s are filed, preliminary prices are set — hopefully the […]
Bubble Do Over
What would you do if you had the chance to relive the late 90’s and play the bubble for what it was? Well, it may be that we’re getting close to that stage again. Earlier this week Apple’s valuation broke the $600M marker just like Microsoft’s did at the end of the last bubble (today […]
