Ed and I talk all about VMware.
All about IBM. Also: #projectsputnik and hoodies.
We talk about IBM as a company, their current high-level strategy (according to Cote). Also, the recently launched Project Sputnik and Hoodie-gate.
Ed asks about cloud computing.
I’ve been curious about the difference between venture capitalists (VCs) and private equity firms (PE). Granted, as Ed schools me, both are types of PE, but we don’t call the PE people “LBO’s” any more after that patchy spot a decade plus ago. Anyhow, among other things, Ed and I talk about how VCs investment profile and desires differ from PE folks.
Hard drives consume a large part of this episode, but it’s a great discussion of how you look at the business of hard drives. We also talk to the integrated vs. modular approach as a frame for iOS vs. XBox.
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Avoiding MySpace - On Acquisitions - Episode #008
In this episode, Ed and I discuss acquisitions in the technology world - the types we come across, how to think about them as an investor, and so on.
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