The Software and Information Industry Association (SIIA) is in the midst of running a series of presentations, for members of the Venture Capital community, where the most acquisitive companies in the Information Technology Industry present their strategies, M&A interests, and are open for questions from participants.
Access to a few of the past presentations are available here. I participated in the last session where the VP of M&A for Oracle, and bankers from Pacific Crest, shared their M&A and strategic thoughts. Past sessions included IBM's thoughts on cloud computing, Salesforce's view of SaaS, and Pacific Crest's insights into the Saas M&A environment. With the IPO window closed and capital access used to fund market expansion vastly more expensive, these sessions are timely.
On Feb 10th, they are hosting a presentation from Adobe, SAP, and Credit Suisse's Software analyst that is accessible in person, or via conference call. You can learn more, sign up to attend, or listen to the next session here.
Ken Wasch, the head of the SIIA, is focusing on building a closer relationship between the Association and the venture capital community. With sessions like these, I have no doubt he will be successful. If you want to reach Ken directly, his mail is Ken.Wasch at SIIA.net
Showing posts with label symantec. Show all posts
Showing posts with label symantec. Show all posts
Monday, February 2, 2009
Thursday, November 20, 2008
Free, commoditization and Microsoft
Yesterday, Microsoft announced plans to offer free internet downloads for a fully configured (e.g. not a freemium service dependent upon a scaled down free version upsold to a full-featured service) anti-malware service; Morrow.
Great news that will, hopefully, spur Symantec, Trend, Mcafee to embark on an innovative path to offer great(er) protection, tuning, and remediation. Entrepreneurs, and their venture capital backers should be encouraged that a slow growth AV market will face greater commoditization than AVG or Avast could hope to accomplish and the established players will turn to M&A to ameliorate this meteor strike.
One Company, Reimage (where I am an investor), is clearly heartened by the news as they anticipate their rapid revenue growth will be buoyed by:
1. The cost of embedding AV in their offering has now dropped to close to zero
2. The opportunity to continue to build their affiliate network has now dramatically increased, while the cost should decrease.
Great news that will, hopefully, spur Symantec, Trend, Mcafee to embark on an innovative path to offer great(er) protection, tuning, and remediation. Entrepreneurs, and their venture capital backers should be encouraged that a slow growth AV market will face greater commoditization than AVG or Avast could hope to accomplish and the established players will turn to M&A to ameliorate this meteor strike.
One Company, Reimage (where I am an investor), is clearly heartened by the news as they anticipate their rapid revenue growth will be buoyed by:
1. The cost of embedding AV in their offering has now dropped to close to zero
2. The opportunity to continue to build their affiliate network has now dramatically increased, while the cost should decrease.
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