11.30.06

IBF Corporate Venture and Strategic Investing Conference

Posted in Events at 7:26 am by Ray Wu

I will be speaking in the IBF’s 9th annual Corporate Venture and Strategic Investing Conference coming up on January 25 - 26, 2007 in Palm Spring, CA. This year’s topic is on capturing innovation, market share and revenue streams through corporate venture capital, M&A, and corporate development partnerships. Should be a fun one… IBF conference is normally a good place to catch up with old friends and meet new people.

11.21.06

Commoditization in voice mail

Posted in Technology Ventures, Globalization at 9:26 am by Ray Wu

It used to take $30 a month to get a local voice mailbox that linked with your e-mail account, then the price got slash to around $10 and stayed there for a while,. Last year, eVoice started to provide the local voicemail service for $4.99 per month, now NetZero just pushed out a service called PrivatePhone that provides a Free local phone number and voicemail services. What a deal! A free local number where people can reach you and leave a voicemail that is then delivered to your e-mail quickly as a wave file. I can see many uses for this services such as ebay sellers who don’t want to give out their numbers directly to buyers, people who is looking for online date and don’t want to share their private number initially, or an international busiess that wants to look like a US business. I think technology has really changed the landscape of the traditional telecommunication industry. After Skype, nothings looks the same anymore….

11.19.06

Infrastructure change

Posted in Technology Ventures at 6:26 am by Ray Wu

I noticed that my site became slower and slower during the last few months. So recently, I finally decided to bite the bullet and transfer my blog to this new hosting provider called Bluehost. This is not an easy transfer as I need to use the phpadmin to export all of my wordpress blogs from my old provider and then imported into the new mysql database on this new hosting site. It took me a while to figure out the process as this is not as simple as FTP all files over. Now everything seem to be in place, I can get back to blog more…

I found Bluehost’s server to be fast, SSH enabled and provide a lot of open source tools that I can quick install and use. When I performed round trip testing from various global locations to the old site, I used to get close to 5s - 9s of round trip time, now the delay drops to between 1s - 3s. A much better performance. I guess my previous assumption that cheap hosting providers are pretty much the same is probably wrong, but during this process, I did find a comparison chart on hosting providers that is quite useful.

11.07.06

P2P Video

Posted in Technology Ventures at 1:41 am by Ray Wu

With YouTube’s lofty price, everyone is talking about Video distribution. Given the high bandwidth requirement of a video content vs html and voice, many people start to target P2P as a distribution mechanism. Businessweek has a blog on this topic recently regarding the Venice Project, a P2P startup from the Skype and Kazaa founders. This might not be as successful as the spype for the following reasons:

  1. Venice is kind of late given there are a bunch of startups in this space already such as Voeh, NeoEdge, Red Swoosh, and skyrider. Of course, none of them has the same influence as Skype and Kazaa, but it would not take long before one or two of these vendors get acquired by large media vendors and then the space become crowded quickly.
  2. Infrastructure vendors like Cisco is now working on P2P content distribution on its router and blades, so in a way, people will get the 80% of the cost benefits without downloading a client because the cost of the infrastructure will fall quickly once this is in place.
  3. There is no better player on P2P than Microsoft given its global reach and ubiquitous installation. All Microsoft needs to do is to put P2P technology (either its own or from a acquisition) into the Vista platform, it would change the landscape overnight. Extending this logic, all it takes is a large PC vendor (ie. HP, Dell, Levono) to endorse and distribute with one P2P vendor, the landscape will change permanently.

In my mind, P2P is no longer a technology play as the technology is maturing, this is more of a marketing, sizing, and content play.

11.04.06

Good startup resources

Posted in Technology Ventures at 2:56 pm by Ray Wu

Here are a few good startup resource sites:

How about suggest some of your favorites?

11.03.06

Retail Innovation

Posted in Technology Ventures at 2:56 pm by Ray Wu

Given the low margin in retail business, it is interesting to see a new wave of technology spending from retailers. Here are some new innovations coming up in the retail space:

  • According to business week, a Little Rock marketing company, called EnVision, is deploying a solution in several southern food chains to place ads on the conveyance belt. Essentially, EnVision would print ads on custom-made plastic belts, and find a new way to claim a real estate that was not used effectively before.
  • Video surveillance technology seem to be pretty popular these days as a new way to fight “shrinkage” (a word for theft in retail) and inventory management
  • RFID on the case level is picking up, item level deployment is still challenging till we solve some the technology shortcomings and pricing issue
  • As bandwidth increases in branch office, VoIP deployment is on its way up
  • Location based ads printing and coupon offerings to cell phones is definitely picking up interests

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