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• White (or rather Blue) Knight?
• 21 days ago
• After hedge fund operator Elliott Associates LP set the ball in motion with a $200M buy out bid last month, today's news that someone acquired Packeteer comes as no surprise. What makes it interesting, however, is that it's Blue Coat that came to the table with a $268M cash offer. Assuming Blue Coat does a good job at quickly rolling Packeteer's products into its product line while keeping Packete ...

• Recession Tales
• 21 days ago
• If you didn't think there was a recession before you went the RSA conference, you might have come away with a completely different view. The conference was "too quiet" which may have been due to its unusual scheduling (usually the conference is in February while this year it was in April during a week which conflicted with two other infrastructure events plus Spring Break for many families). But y ...

• Horse's Ass 2
• 21 days ago
• After the 2006 RSA conference, we made special note of a truly distressful talk given by the CEO of ISS (a security focused division of IBM) who started off telling a story (about how a horse's ass determined the width of roads in ancient Rome which ends up being the limiting factor on the size of the Space Shuttle's engines) which he apparently thought was true but which turns out to be an one of ...

• Peet's Economy Watch
• 21 days ago
• As you've read here before, we have a really simple metric to gauge the economy -- it's our local Peet's Coffee Shop across the street from our office in downtown Los Altos. There are three questions we ask -- what kind of cars are parked in front at 8AM (execs getting caffeinated before starting their day), is there a line at 10AM (rendezvous for job related networking) and how many bicycles are ...

• Infrastructure Stocks Struggle
• 59 days ago
• After watching so many acquisitions in the infrastructure sector occur over the past five years, it's been our hope that the IPO market for infrastructure companies would pick up so that we could get back to the good old days and have multiple exit alternatives for successful infrastructure startups. And with the infrastructure IPOs that have occurred in the past year, it looked like that was fina ...