commbasics

About three years ago I attended a financial conference where a big VC stated, categorically, that the reason they were not investing in semiconductor or EDA startups was because there was a lack of informational coverage to validate research.  In other words, because media coverage of the industries had significantly degraded, they couldn't afford to pull the trigger on investment. This same VC firm has invested heavily in Web 2.0 and green technology over the past three years and you can see why.  There is lots of coverage on those areas.  There is pretty much nothing but coverage on those areas.  The only coverage on semi and EDA is negative. You might say that that is the media's fault because, after all, the semiconductor coverage is all about the economics of the industry, not the technology so it's naturally going to be bad.  But I would like to point out that the the green Web 2.0 industries has yet to turn a profit, yet the media contin...

The cornerstone of the VComm program was the understanding that most companies looking for VC financing really have no idea what a VC wants to hear.   Two years ago I sat with a group of investors at a major conference and listened to them complain about the quality of the material and, in the end, how useless it was. Understand this:   There are, at any given time according to Dow Jones, 5000 tech startups in the US alone that are seeking funding.   But less than half of those companies have any credible research into their technology market.   The press covering those markets has shrunk almost to the point of non-existence.   The VC's are flying blind nowadays, which explains why so many are having poor returns.   What they need is real information about market potential. But most companies pitching VC's spend 90 percent of their time in front of them explaining how great their technology is.   Get a clue!   They know you are do...