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Citigroup's Brent Thill advises underweighting the software sector heading into 2008. In a research note this morning, we said there are two reasons to stay cautious on the sector headed into the new year. One, the potential for a slowdown in the economy and IT spending. And two, poor seasonality [...]

I had earlier written on Akamai as an Online Video beneficiary and the impact of Level 3’s price cuts on Akamai. You can also read my interview with its founder to see why I think guys like Howard Lindzon are rushing too soon in shorting Akamai. On October 24, 2007, [...]

It's becoming customary among VC bloggers to make predictions for 2008. At the risk of educating my competition, here are my technology predictions for 2008. 1) The Success of Google's Android and the Open Handset Alliance: This means that handsets will become more like PC's and wireless carriers will become [...]

AT&T; Inc. is preparing a big push in the content delivery market, putting it in competition with Akamai Technologies Inc., Limelight Networks Inc. , and others in the fast-growing space. During the company's analyst day yesterday, Ron Spears, AT&T;'s group president of global business services, said the carrier[...]

Dan Rayburn submits: This morning, I had about half a dozen e-mails from analysts asking about AT&T; (T) and their CDN business. Yesterday, at AT&T;'s analyst day they announced that they will grow their streaming and caching services by 6x and said they were going to increase their CDN capabilities. [...]

When we watch movies or play music online, there's a flurry of unseen activity making sure that data arrives when and where it's supposed to be. This is the job of the high speed fiber and computer systems of the internet's content distribution networks (CDNs). Every website that streams content [...]

Blackwave, a video storage company that says it can store video seven to ten times more efficiently than other technologies, has raised $16 million more in a second round of financing. The company's bold technology claims, however, can't be verified just yet: It plans to roll out its video product [...]

It's been 8 months now since I started this blog and in that time the number of page views, readers and RSS subscribers continues to climb nicely. This is largely due in part to the loyal readers and subscribers of the blog and all the sponsors who enable me to [...]

Video storage and delivery infrastructure provider Acinion is coming out from under wraps with a new name, Blackwave, fresh from a $16 million cash infusion. The series B funding round was led by Sigma Partners and was joined by both of Blackwave's Series A financing investors -- Globespan Capital Partners [...]

Video storage and delivery infrastructure provider Acionen is coming out from under wraps with a new name, Blackwave, and is fresh from a $16 million cash infusion. The series B funding round was led by Sigma Partners and was joined by both of Blackwave's Series A financing investors -- Globespan [...]

Liberty Global Inc, Europe's largest cable-TV company, presented at the Telco 2.0 event last month to answer the question of whether or not TV was dead ("Will Video Kill the Telecoms Star?"). Despite the slightly alarming information that TV viewing in the UK, for example has been static or declining [...]

BIND Biosciences Inc., a Cambridge, Mass.-based developer of "smart" therapeutic targeted nanoparticles capable of differential delivery and controlled drug release to diseased tissue, has raised $16 million in Series B funding. ARCH Ventures and NanoDimension were joined by return backers Flagship Ventures and Polaris Venture Partners. PRESS RELEASE BIND Biosciences, [...]

"I think there is a world market for maybe five computers." - TJ Watson, IBM This is a famous misquote attributed to T.J. Watson, IBM's president at the time, misjudging the potential of the PC market. As the story goes, IBM which invented the PC, didn't see the vision as [...]

Written by Baris Karadogan, a partner at Comventures "I think there is a world market for maybe five computers." This is a famous misquote attributed to Thomas J. Watson Sr., then-president of IBM, in an apparent misjudgment of the PC market’s potential. As the story goes, under Watson’s leadership, IBM [...]

Written by Baris Karadogan, a partner at Comventures "I think there is a world market for maybe five computers." This is a famous misquote attributed to Thomas J. Watson Sr., then-president of IBM, in an apparent misjudgment of the PC market’s potential. As the story goes, under Watson’s leadership, IBM [...]