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SylvieBarak
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re: VC confidence up despite tech IPO busts
SylvieBarak   11/2/2012 8:13:45 PM
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More money than sense perhaps...

krisi
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re: VC confidence up despite tech IPO busts
krisi   11/2/2012 9:58:00 PM
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VCs have the money and have to invest in something...

elPresidente
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re: VC confidence up despite tech IPO busts
elPresidente   11/2/2012 11:04:43 PM
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The "capital lite" model of creating the next Google obviously isn't working. The VCs need to get burned at a few more of these Farcebooks before they realize dotcoms are a scam and that you need to actually build and ship something tangible, that people need, that makes business sense, in order to generate money. Shipping a real product creates revenue, not clicks. Revenue creates valuation, not hype and Farcebook is going to be the posterchild for this, IMO. Google was an exception, not an example, of click-based revenue, and this is where many VCs have cranio-anal transposition. Groupon? Gimme a break. There are only so many times you touch a hot stove before you stop doing it.

krisi
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re: VC confidence up despite tech IPO busts
krisi   11/2/2012 11:25:58 PM
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Good point @elPresidente...I regret this focus on ads and clicks myself...but I think Google and Facebook understand that...Google has started building the hardware, some very innovative like Google glasses, Microsoft is getting its surface out, Oracle wants to have the best processor in the world, and Facebook will be eventually be selling cell phones...so this is not as bad as you say...the strategy is to get in at the software level, and when you get successful, start building hardware to support it...and yes, I hate Groupon deals but my daughter uses it all the time saving 70-80% of her money on her purchases...Kris

chanj0
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re: VC confidence up despite tech IPO busts
chanj0   11/5/2012 5:27:55 PM
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I prefer to look at Google and facebook as one of the TV broadcasters. They provide a channel for people to connect. They may certain contents. Or they can buy contents from production company. What's better that Google and Facebook do is "Crowdsourcing". People voluntarily provide content for them and share them with their group of friends. The net will continue evolve. Who knows! Facebook may become valuable company in the near future.

krisi
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re: VC confidence up despite tech IPO busts
krisi   11/5/2012 5:47:12 PM
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Interesting view @chanj...but TV broadcasters didn't build TVs so the analogy is not complete

Brian Fuller2
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re: VC confidence up despite tech IPO busts
Brian Fuller2   11/5/2012 10:22:01 PM
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Health care tech startups might be more attractive were their return windows tighter. The device-approval process is slow, to be sure. It shouldn't be tossed overboard of course, because there are safety issues that need to be considered, but more of alignment between regulatory approval and the pace of technological change would be helpfu.

krisi
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re: VC confidence up despite tech IPO busts
krisi   11/5/2012 11:50:05 PM
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Agree Brian...but improving regulatory processes is not easy...and likely not dependent on engineering



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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