Archive for the 'Startups' Category

FolderShare, Dropbox, Syncplicity, Oh My…

foldershareI’ve been a user of FolderShare on my multiple Mac computers for quite a few months now. FolderShare is a FREE application that is provided by Microsoft (they acquired the FolderShare company in November, 2005). It does run on a Mac, but the Mac version is very old (not a Universal Binary, so it has to run in PowerPC emulation mode), and showing its age a bit.

OK, it’s really called Windows Liver FolderShare (beta).

FolderShare mostly works, though. And, when it works, it works very well. It’s a peer-to-peer way to synchronize your folders across multiple computers. What that means is that Microsoft never owns a copy of your files - they flow directly between your own computers, using 256-bit AES encryption (good enough). They limit each "share" to 10,000 files, which is a limit that I have absolutely run into. And it was not pretty unraveling the mess that was made by blasting through it (likely user error, but it was not entirely obvious how to recover from it).

I am bold enough to use FolderShare to even synchronize the active source code that I am editing across my desktop and laptop. This is a bit scary, but all my stuff is backed up by Subversion and Time Machine, so it’s all good.

dropbox Enter Dropbox.

Dropbox is still in Beta and, unfortunately, I don’t have an invite yet. However, the video demonstration looks very slick. It’s different from FolderShare in that it does store your files "in the cloud". By storing your files centrally, it also adds the ability to version your files - basically providing a backup service along with a synchronizing service.

It appears that you have to place files within a "Dropbox" folder in order for the product to work. That’s different than FolderShare, as FolderShare can work in whatever existing folder you specify. Since Dropbox is in Beta, and I really haven’t seen it, who knows how it actually works. Stay tuned for more later (when I get my Dropbox invite, that is).

Dropbox has received a ton of press coverage, including articles in TechCrunch and the GigaOm Network.

SyncplicityLogo Enter Syncplicity.

Also in Beta, and currently only available for Windows, I haven’t had a chance to kick the tires on Syncplicity either. But I know the founder well, and have had numerous long talks with him about the product, the product philosophy, the target customer, the market, the competition, and where Syncplicity wants to go.

At this point, Syncplicity feels like the perfect combination of FolderShare and Dropbox. Like FolderShare, Syncplicity allows you to work within any folder - you don’t have to specify a side folder to do your backup/synchronization. Like Dropbox, Syncplicity integrates tightly with the Explorer/Finder to work the way you want to work, and also provides a cloud-based, secured version of your  files (and the requisite benefits of having that).

I look forward to watching how these products evolve. There is a definite need for something like this, and I do think the need goes way beyond the tech crowd.



At EclipseCon 2008 - Look Me Up!

eclipseCon2008 Just like last year, I’m back at EclipseCon 2008 this year!

The Eclipse Foundation puts on one heck of a good conference. The sponsors are top-notch and the breadth and depth of the conference is always quite impressive. If you are heavily invested in Open Source and Java-based tools in your enterprise (and which enterprise is not?), then EclipseCon is the place to be.

Will Price Moves On: VC Industry Now Less Smart

photo_wide_willwidgetboxhummer_winblad

Will Price announced last week that he will be leaving Hummer Winblad to join one of their portfolio companies, Widgetbox, as CEO. Techcrunch has the story.

I don’t know Will personally. But I have read his stuff. It’s good. Very good.

While every VC you will meet is generally pretty darn smart, Will is both smart and articulate. His blog articles are always well thought out, well constructed, and thought provoking. And, yes, I usually agree with him.

Anyway, the VC industry average IQ just dropped a few notches with Will’s departure. It’s unfortunate news for Hummer Winblad in particular.

As it turns out, if you’re really interested in making money (and like to be somewhat in control), you have to be an entrepreneur and build a successful company. Sure, you can increment your way to a very nice retirement as a Venture Capitalist, but very few VC’s can extract the kind of returns that a CEO will bring home from building a successful start-up.

So, Will has made Widgetbox one to seriously watch. I wish him all the success in his new gig.

Fring: Decent IM for Symbian Phones

fringlogo

Not sure how I missed this one… But, I had been looking for a good, FREE, application for my Nokia E61 to do Instant Messaging on Yahoo! Messenger. And, I found one, and much more, in Fring.

From GigaOm on 10 Apps To Have For Your Symbian S60 Phone:

Fring — A multi-protocol IM client that currently supports AIM, Skype, Yahoo, MSN, Google Talk and Twitter, and features a SIP client. Fring seamlessly uses your data connection to allow you to IM or call contacts if they are on Google Talk or Skype. Fring also recently launched a feature that allows you to send files over Wi-Fi and 3G connection to your contacts. Very cool.

I just need the Yahoo IM connection, but I also tried Fring through my Skype account calling a landline, and it worked just fine (voice quality was about what you would expect - not great, but certainly understandable).

VMware IPO - A Major Success

VMware went public today!

Check out VMW on Google Finance.

Back in October of last year, I wrote an article that noted how VMware, a subsidiary of EMC, was kicking butt as a software company, but the value that they were bringing to EMC shareholders was clearly not being represented in the EMC stock price.

In February of this year, EMC and VMware announced that they would sell about 10% of the company in an IPO to happen this summer. Great minds think alike — and ours too! I wrote about that here.

VMware pre-sold over $368M of the proposed 10% to Intel Capital and Cisco (see these articles).

For the IPO today, VMware priced at $29.00 and opened at $50.00. Near the closing bell, I took this snapshot:

Up 84.83% is what you call a successful IPO.

No wonder. IDC estimates the virtualization market at $20B by 2011. VMware is currently at $1.2B. Do the math on that. There’s definitely plenty of upside for companies in the virtualization space. (Disclosure: I am a founder and shareholder of Cassatt Corporation, a company that sells virtualization management software for large data centers; I am now also a customer and shareholder of VMware).

When I wrote my original article, EMC stock was selling for about $12/share, and had been largely flat for years. Yesterday, EMC stock was selling for about $19/share. That’s over a 50% rise in share price in under a year. A key kicker of that rise in share price was, indeed, the VMware IPO. Well done EMC! Your stock has finally moved and you are delivering shareholder value from your most excellent VMware asset.

Finally, Intel Capital and Cisco have more than doubled their Net Asset Value of their VMware investment in just a handful of weeks. Honestly, that was a lot faster than I had predicted. They should expect a little extra something in their holiday bonus this year.

Go VMW!

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Setting Up My New Apple MacBook Pro

I recently celebrated a birthday.

Some people don’t like birthdays. They fear growing older.

I don’t have that reaction at all. About a birthday, I always say: "It beats the alternative!" And, I truly believe that.

My fiancée bought me the best gift ever. Something that I will use many hours a day, every day of the week.

A shiny, new Apple MacBook Pro.

OK, so now I have to move everything off my old Apple PowerBook G4 and turn it into a dedicated software test machine.

The easy way is to use the excellent Apple Migration Assistant tool. I didn’t want to do that, however, because I wanted a fresh start. You see, as part of what I do, I install a lot of crap on my system. A fresh computer every couple years is always an opportunity to get a fresh start. So, that’s what I did.

I downloaded the latest versions of all the software that I use the most. And, I kept track, just for you. Here’s the list:

  1. Quicksilver β51
  2. Safari 3 Beta for Mac
  3. VMware Fusion Beta
  4. VoodooPad Lite
  5. Inquisitor 3 for Safari
  6. Set up Mail.app (accounts, rules)
  7. Transfer files from old Mac (using FireWire Target mode)
  8. Backup/Recover Address Book and iCal databases
  9. SpamSieve (export/import the old corpus)
  10. Windows XP (under VMware Fusion)
  11. Windows Live Writer Beta (under Windows XP; took forever for Service Pack 2 and .NET junk). Thank goodness Windows boots incredibly fast under VMware Fusion!
  12. Remote Desktop Connection for Mac (get the new Beta)
  13. Firefox
  14. F-Script Anywhere
  15. Aperture (actually was pre-installed)

    • Move over Aperture and iPhoto Library
  16. Xcode
  17. AppleCare Online Registration
  18. Google Desktop for Mac
  19. Google Earth & Picasa Uploader (easily from Google Updater)
  20. Adium
  21. Copy over login.keychain (since "Export" option doesn’t work)
  22. Adobe Reader
  23. Application Enhancer with SDK
  24. Safari Bookmarks (export/import)
  25. FlickrExport Lite for Aperture
  26. KeywordAssistant for iPhoto
  27. Full Tilt Poker
  28. Quinn
  29. Bluetooth Connection and iSync my Nokia E61

    • Customize modem script to access Internet through phone’s EDGE connection
  30. DarwinPorts and Subversion
  31. Microsoft Office 2004 for Mac
  32. RsyncX
  33. Chicken of the VNC
  34. Flip4Mac

That’s enough to get me going.

Now, off to order that new 24" iMac for the office computer… So glad that I own Apple stock.

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Cisco Joins Intel Capital as Nation’s Smartest Investors

Earlier, Intel Capital announced that the will put in $218.5M to buy a 2.5% stake of the VMware IPO for a mere $23/share. When I wrote about it, I speculated that Intel Capital should expect to get a 3-4x return on that investment over the next 5 years.

That’s only an $800M+ gain for their investment. Not bad at all. This investment alone will put them in the "elite" category for venture investors. Well done!

Cisco announced that they will join the party. It appears as though they like to make easy money, too.

Cisco will put in $150M to buy about a 1.6% stake in VMware.

Also brilliant.

Anybody that gets in on the low end of the VMware IPO (currently $23-$25/share) will do very well. Congratulations to Intel Capital and Cisco for knowing how to invest wisely.

I’ve written about the VMware IPO previously here and here.

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Fill Tilt Time Wasting

A good friend suggested that I try FullTiltPoker.net.

She is no longer a good friend.

Permit me to explain.

She plays a lot of Poker. Real poker, against real people, at real tables, for real money. Texas Hold ‘Em mostly. She’s quite good.

I play a bit of pretend poker. Fake poker, for fake money. I’m OK. But, I’m really not much of a gambler. Yeah, I’m an entrepreneur, and some people think of that profession as "gambling" but it’s really not. There is luck involved, to be sure, but that’s not quite the same as gambling. I do enjoy poker, however. Very entertaining.

Anyway, my friend mentioned that she’ll login to Full Tilt Poker to get a quick poker fix in the morning.

I surveyed some of the available (FREE) online poker playing, but very few had support for the Apple Mac OS X system. However, Full Tilt Poker did! I had no excuse. I had to download the client and give it a try.

Wow.

The application is really well done. Gameplay is very good (except when you have somebody at the table with a sketchy internet connection). The graphics and animations are nice. Sound is decent. Gameplay is pretty quick (play 70 hands per hour easily). Play with fake money. Re-fill your fake chips every 5 minutes (if you lose it that quickly, which is quite likely when you get started). Makes it very easy to try different playing strategies. It’s awesome!

Now, they do have a real money side of the site as well. I watched a heads-up match where the pot was $44,700 for a single hand. Crazy. It can be entertaining to just watch. The real-money online tables play hands much faster than the real-money tables at a casino, so you can win it faster (or lose it faster). I just play the free chips and leave the real-money play to the professionals.

They have every possible poker game you can imagine - Hold ‘Em, Omaha High/Low, Omaha High, Stud High/Low, Stud High, Razz, Multi-table Tournaments, and lots of events. All really well done.

Now, I wouldn’t necessarily call this "Massive Multiplayer" at this stage. I’ve only noticed about 60,000 people playing on the site at one time (but, to be fair, I haven’t really looked very often).

Bottom line: Full Tilt Poker is tons of fun. And, it’s FREE. However, it just ate a week of my life. Yikes. Now, I need to exercise a little self restraint!

Do not download this application unless you, too, would like to say goodbye to a week (or more) of your life.

Enjoy!

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GreenDimes Gets 205 Million Dimes

Back in October, 2006, I wrote about a company I really liked called GreenDimes. The article, I Hate Spam: Snail Mail Edition, talked about how the folks at GreenDimes had a great business on their hands, but I questioned whether they could ever be a stand-alone IPO-sized company that the usual VC model likes to fund.

Last week, it was reported in PE Week Wire that GreenDimes has secured $20.5M in Series A funding led by Tudor Investment Corporation. That’s a whopping huge Series A. Many congratulations to Pankaj Shah and the entire team at GreenDimes. It’s a good company with a worthy cause and a nice business model. The financing should give them ample room to build the business. Excellent news!

Great coverage is at Earth2Tech (and on GigaOm).

Death to Junk Mail!

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Timeshifting Metcalfe-Cuban

One of the first blog articles I ever wrote was Timeshifting The Family. In that article, I described how TiVo has changed the content consumption experience for millions of people.

One of the points I touched on was the fact that TiVo, through timeshifting, was fundamentally changing the “shared experience” of how we viewed content. It’s hard to quantify that change, but it is definitely something that I experienced while watching Roots with my family back in the 1970’s.

What got me thinking about all of this (again) today was a recent article written by Mark Cuban, Metcalfe’s Law and Video, where he applies Metcalfe’s Law to video content distribution and forms some hypotheses. The two that relate to timeshifting I found most relevant and well stated:

1. The more people that see content when it is originally “broadcast”, regardless of the distribution medium, the more valuable the content.

This is the example of “appointment viewing” or “breaking news”. The more people who planned to watch, or did so as soon as they heard about it, the more valuable the content.


Call this the “heat check”.

 

10mm people watching a tv show at the same time creates more value for the content than 10mm people watching the same show on demand over the course of time.


2. The greater the number of people that watch content simultaneously, the greater the emotional attachment of the viewer.

The greater amount of confirmation that a viewer can get from other viewers that there were others, like them that made an appointment to see a video or immediately changed their plans to watch a video, the greater the “we” effect and emotional attachment.

Agreed.

In the case of Roots, it was more like 130mm viewers consuming the content simultaneously. A pretty big “we” effect with definite emotional attachment. A validated data point for Mark’s hypotheses.

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