January 17, 2008

Satellite ecosystem

Here are some random companies in the satellite world:

  • WildBlue. Funded by Liberty Media this is a $50/month internet access over satellite
  • Telesat. This is the combination of Telesat and Loral Skynet, this was a CAD $3.25B buyout controlled by the Canada Public Sector Pension Investment Board. It is the fourth largest fixed satellite services provider (FSS). They have 12 satellites. They have two additional satellites fully contracted to Canada Bell ExpressVu for direct-to-home satellite services.
  • Inmarsat. They are mainly maritime company that has a lot of satellite offerings that are low to medium bandwidth
  • Intelsat. This is a rollup of the original intelsat and pan am sat. They also acquired Comsat General in 2004 to do government integration. You can also see their bird position.
  • Hughes. These guys are worth about $800M and are the only pure play reseller that is public. They primarily focus on the consumer services
  • Dish has just split their satellite from their consumer marketing group. They acquired Sling Media for $380M in October 2007 (wow!) so they will end up as Dish Network and then the infrastructure business is EchoStar Communications.

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September 4, 2007

Names

So how do you create a synthetic name these days. Well over the last twenty years, there have been some incredible trends. Right now, it is synthetic fun names like meebo.

Just a few years ago, it was names that were just fun like yahoo, amazon and google.

Then there was the era of the meaningful synthetic name like Compaq, Lexus, etc.

Before that was what I think of as the tech era, where everything sounds like computech, microsoft and so forth. Everything that micro something or compu something or something tech.

And before then that were the three letter acronym years where you took very boring words and made them cool so Digital Equipment Corporation was DEC, then there was IBM, NCR, CDC, etc.

Then there was the era of faceless companies like General Motors, General Electric, American Telephone & Telegraph, US Steel and so forth.

Finally, you have the era of the & Sons era, where you had people's names like J.P. Morgan Bank, Carnegie Steel or Ford Motor Company.

In the venture business, everything seems to sound like a tree (Sequoia, Oak, Evergreen, Madrona) or it sounds like a TLA (MDV, KPCB, TCV) or it sounds like

June 4, 2007

Thigh Bruise--What to do and not do during recovery

Three weeks ago I had an accident (not on the bike) that severely injured my left thigh. I am writing this to share with others what I learned during this process.

Right after my fall I eleveted and iced my leg. This was the right thing to do. I should have done it a lot more unfortunately I was taking my mom to the baseball game for Mother's day so I got up to take a shower. While in the shower I ran hot water on the leg and massaged the injured part of the leg. This was the wrong thing to do. While it felt great at the time it was accelerating the bleeding for which I would pay later.

Sitting at the baseball game also was a problem because my leg wasn't elevated and I was slightly pinching off the circulation in my leg. After about 5 innings of baseball the leg was swollen stiff and very sore. It was difficult to walk up the stairs and drive home.

That night the leg was very painfull. I kept it elevated and on ice as much as I could but by then the damage was done and I would just have to wait for the injury to heal and the internal bleeding to stop.

I continued to ice my leg for several days until I was told I could apply some heat. For heat I chose to use our hot tub. This is not the type of heat you should use. The heat should have been local and not general like you get in a hot tube. While I was in the hot tub I would rub the sore part of the leg which wasn't a good thing to do.

After over three weeks I am finally able to walk normally and get back on a bike for short rides. I am stil icing my leg each night and keeping it elevated. I don't know how much I exacerbated by injury by applying heat and massage too early but I sure learned the hard way not to do that for future injuries.

November 27, 2006

Radiosurgery

Interesting area right now:

  • Accuray is going public right now. Did 53M in revenue with $27M COGS (so its not like pharmaceuticals with essentially a 50% margin. The fascinating thing is they are going public having never made a profit at all. It is all based on futures.

November 2, 2006

Mobile Video

Now Three is doing a channel where if you upload a video and someone watches it you get 1p.

October 11, 2006

ffdshow settings

I use ffdshow and zoom player for all movies I watch. ffdshow has an amazing number of settings, here is htpcnews' guide for setting


HTPCnews.com: The Media Center Resource - ffdshow DVD Guide (2004)
moved the "Blur & NR" setting up as far as possible it is time to configure it. Enable this setting by checking the box next to it. You have two preferred methods of removing noise from your DVD picture. The first is to use Gradual denoise. You can use this option by selecting the check mark next to it. I typically set mine to 25. The method I currently use is denoise3d, which is located at the bottom. Try setting the dnoise3d luma to .5, the chroma to .5, the time to 5 and check the HQ box. Again use this as a reference and then once you get everything working play with the settings on your own to find what you feel looks best.

HTPCnews.com: The Media Center Resource - ffdshow DVD Guide (2004)
"Resize & aspect". Do the same as you did with "Blur & NR" and use the arrows on the left of this setting to move it up just below "Blur & NR". Resize does basically what it sounds like, it resizes the video to the size you specify. Typically you want to keep the resize setting at double DVD resolution (1440×960) or your desktop resolution whichever is greater.</blockquote
HTPCnews.com: The Media Center Resource - ffdshow DVD Guide (2004)
Under "Resize & aspect" you will see a settings area for resize. This is the main area where the sharpening of the image is done. You will notice a drop down box here with many selectable items in it. These are all the available resize algorithms. Typically I tend to use Lanczos as this gives the best quality image on my display. You will have to change the Luma and Chroma Sharpen settings to your taste but for now you can start out with the settings I use which is 1.5 for each. as for parameter you can try many options here or leave it at default. For now I will put it at 10.</blockquote

Apple about to announce wireless

"http://www.engadget.com/2006/10/10/apple-about-to-announce-wireless-video-ipod/

Apple about to announce wireless video iPod? - Engadget
Supposedly they're preparing to announce the device in the very near future, which we've been told is both wireless and widescreen (both features we've been waiting for the iPod to take on, since, well, forever)

October 10, 2006

Times 50 Coolest Websites

a bad list of sites from time

Create your own Web 2.0 Logo

reflect

A tongue in cheek site that actually is pretty close to how most Web 2.0 site look :-)

Sequoia returns $480M on $11M investment


Techcrunch » Blog Archive » Sequoia could take $480 million from Google/YouTube deal
Sequoia was among YouTube’s first funders, providing $11.5 million in two rounds. When $25 million more was rumored to have come from parties unknown this April, Michael Arrington wrote that Sequoia likely did whatever it could to maintain it’s equity share in the company. He estimated that share was between 25% and 30%.

Techcrunch » Blog Archive » Sequoia could take $480 million from Google/YouTube deal
These numbers beg comparison with Sequoia’s investment in Google. According to Bill Burnham’s respected analysis last summer of Sequoia’s take from the Google IPO the fund turned a $12.5 million investment in 1999 for 10% equity into roughly $4.7 billion.

Amazing Factoid

Techcrunch
Fox is in a very unique position vis-à-vis this deal. News Corp chief operating officer Peter Chernin recently told investors that 60-70% of YouTube traffic comes from MySpace. While direct integration with Google could certainly make up for part of this traffic were MySpace to shut off YouTube access, it would still be a huge blow. And Fox is also the owner of much of the copyrighted material contained on YouTube.</blockquote

Other new logins

More from Techcrunch who also covered lala.com today:

  • Mypw.com. Some sort of encryption security thing, I didn't really understand it. Seemed mainly for developers.
  • Revver.com. Another video uploading site with earnings. Amazing page rank at 2,300 or so.
  • Faces.com. Beside an amazing URL they are doing music
  • Smalltown. A local yellow pages and reviews site that uses something called a webcard to put thing and swap things.

Web Office

There are two incredible contendors. Hat tip to Techcrunch for them and I'm continuing my logon to 10 web 2.0 sites a day push:

  • Zoho. These are absolutely free utilities and include PowerPoint, Word, Excel equivalents and are free as long as you have less than 10 users in a collaborative environment.
  • Docs.google.com. This puts writely and their spreadsheet program together.
  • Google.com/reader. Wow, an amazing RSS reader, probably the best I've used. Amazing use of AJax

October 9, 2006

Youtube sold for $1.65B to Google

Youtube was launched February 2005 and is today 18 months later an Alexa 10 site which is pretty amazing. They were acquired by Google $1.65B and had 100M videos viewed per day and 72M uniques (wow, that's amazing!).

Sequoia is going to make a mint from its total $11M investment in it. Youtube by the way had only 67 employees.

September 15, 2006

Photosynth

I can't wait for this, I had heard about this from a Microsoft buddy, basically, it takes a set of photos, analyzes them and creates a 3-D space you can walk around in. Very cool!


DailyTech - Microsoft Photosynth Poised to Revolutionize Photo Imaging
Turning photographs into 3D spaces

HP turmoil

DailyTech - HP Chairwoman to Step Down in January
. The company last week disclosed details that eventually led to a former board member to resign due to the poor way the situation was handled.

Federal investigators and Congress began pressuring Dunn to step down yesterday. The Federal Bureau of Investigation, House Energy & Commerce committee and the U.S. Attorney also have joined the investigation. The company now faces five inquiries from a number of federal organizations.

HP also announced that George Keyworth II resigned from the board of directors. Keyworth acknowledged that he was the confidential source used in a CNET article that came before a probe into media leaks by HP. The decisions came after the board frantically met over the weekend and yesterday.</blockquote

September 4, 2006

Seattle Web 2.0 Companies

Hat tip to Bob who notes John Cooks piece on the 63 (!!!) Web 2.0 companies in Seattle alone which Greg then resorted into Alexa order. The one we all know is Zillow, but the other ones are interesting, like how high Newsvine is and yes I'm about to get logins on all of them and in case you are wondering, the stats are:

  • Of the top ten in Seattle, I already had logons to the eight of them. Of course, two are Ignition companeis, so there is a little cheating there.
  • Of these 63 or so, most have a lower page rank than tongfamily.com, so they are clearly very, very new :-)
  • I did add the Alexa hotlinks too, but haven't figured out an easy way to make this a nice sortable database.
  1. Zillow, Alexa rank: 976. Predictive online real estate technology. Rich does it again!
  2. 43Things/Robot Co-op, Alexa rank: 2233. Social networking through sites such as 43things and 43people.
  3. Newsvine, Alexa rank: 3492. Blogging and social media. Reminds me I should call Slade again sometime.
  4. Judy's Book, Alexa rank: 7590. Local search and social networking. Our buddies Andy & Co, go guys.
  5. Wetpaint, Alexa rank: 10987. Wikis. Some of the founders of Blue Nile do it again. Nice site. We did look at this deal. See me
  6. Trumba, Alexa rank: 11146. Online calendars. Good luck Jeremy.
  7. Jobster, Alexa rank: 13034. Job search and social networking. Rock'n Roll, this was seeded by Ignition
  8. PayScale, Alexa rank: 14497. Predictive salary technology. Kind of fun and I can see how like Zillow this will be sticky, doesn't work so well for venture capitalists though :-)
  9. Mpire, Alexa rank: 14660. Comparison shopping search engine. Go Matt, Dave and Greg!
  10. GarageBand.com, Alexa rank: 15247. Social networking music service. The Partovi brothers.
  11. Farecast, Alexa rank: 17716. Predictive airfare technology. Madrona deal we looked at. Growing fast, nice service
  12. Findory, Alexa rank: 19248. Personalized news service. Ex-Amazon guys, some great work they've done.
  13. HouseValues/HomePages, Alexa rank: 21720. Online real estate. Listing service, cool UI
  14. Redfin, Alexa rank: 22117. Online real estate. Definitely a zillow clone, looked at in seed stage
  15. BuddyTV, Alexa rank: 23795. Social networking TV community. I tried it but actually don't get the point.
  16. Blue Dot, Alexa rank: 38110. Social networking recommendation service. Delicious clone.
  17. Mixxer, Alexa rank: 41301. Mobile music and social networking. Hmm, look slike a ringtone site.
  18. Bag Borrow or Steal, Alexa rank: 44630. Luxury goods borrowing service. Michelle looked at
  19. PixPo, Alexa rank: 57770. Online video broadcasting. Looked at this deal, it is P2P sharing network.
  20. Vizrea, Alexa rank: 58137. Digital media distribution and social networking. Good luck guys!
  21. "Broadband Sports" Alexa rank: 62649. Online video
  22. PixPulse, Alexa rank: 63524. Mobile media publishing and social networking.
  23. TripHub, Alexa rank: 88059. Online group travel community.
  24. Pluggd, Alexa rank: 111033. Podcasting.
  1. HomeMovie.com, Alexa rank: 138783
    Online video.
  1. Melodeo, Alexa rank: 186463
    Podcasting.
  1. Musicmobs, Alexa rank: 193467
    Sharing and discovery online music service.
  1. PhoneSherpa, Alexa rank: 276364
    User generated ringtones and graphics.
  1. Snapvine, Alexa rank: 301367
    Audio comments for blogs and social networking sites.
  1. Weedshare, Alexa rank: 302232
    Online music swapping service.
  1. Jookster, Alexa rank: 308432
    Social search.
  1. Cdigix, Alexa rank: 328498
    Digital media distribution.
  1. Super Oyster, Alexa rank: 349830
    Ticket buying marketplace that allows people to buy out others on an online waiting list.
  1. Sampa, Alexa rank: 378389
    Web site building tools and storage.
  1. Inrix, Alexa rank: 389879
    Real time and predictive traffic technology.
  1. Healia, Alexa rank: 404933
    Personalized health search engine.
  1. Curious Office, Alexa rank: 409317
    Internet incubator.
  1. Avvo, Alexa rank: 411395
    Consumer-oriented online legal service. (Stealth)
  1. Cozi, Alexa rank: 486398
    Digital home technology.
  1. GoGoMo, Alexa rank: 490065
    Digital media distribution and storage
  1. Pelago, Alexa rank: 561566
    Mobile social networking. (Stealth)
  1. SecondSpace, Alexa rank: 562914
    Online consumer service. (Stealth)
  1. Yodio, Alexa rank: 633350
    Podcasting.
  1. NewsCloud, Alexa rank: 640911
    Social media.
  1. PrestoGifto, Alexa rank: 689970
    Customized T-shirts, coffee mugs and other products for online merchants.
  1. SnapTune, Alexa rank: 741315
    Online radio service.
  1. GridNetworks, Alexa rank: 851439
    Digital media delivery.
  1. Ontela, Alexa rank: 981609
    Mobile software platform.
  1. SmartSheet, Alexa rank: 1359158
    Collaboration tools for small business owners.
  1. Pheromone Trail, Alexa rank: 1415162
    Social search.
  1. Bill Monk, Alexa rank: 1438348
    Mobile bill paying and online trading service.
  1. Positive Motion, Alexa rank: 1484923
    User-generated flash cards on mobile phones.
  1. Peppers and Pollywogs, Alexa rank: 1847159
    Online party planning service.
  1. TextPayMe, Alexa rank: 2311186
    Mobile bill paying.
  1. ImageKind, Alexa rank: 2372741
    Online art community.
  1. GimmeNow.com, Alexa rank: 3609578
    Online shopping service.
  1. SwitchGear, Alexa rank: 4312922
    Digital home software. (Stealth)
  1. Joingle, Alexa rank: 999999999
    Unknown.
  1. DigWorks, Alexa rank: 999999999
    Digital media.

August 1, 2006

US University Endowments

Wikipedia actually has a list. These are for the fiscal year end 2005, but so pretty recent figures.

Rank Institution Endowment
1 Harvard University $25.474B
2 Yale University $15.225B
3 Stanford University $12.205B
4 University of Texas System $11.611B
5 Princeton University $11.207B

Even more amazing if you adjust for the total number of students although not super fair since undergraduates in my experience give way more than graduate school types:

Rank Institution Endowment per Student
1. Princeton University $1,678,406
2. Yale University $1,328,552
3. Harvard University $1,278,283
4. Grinnell College $893,666
5. Baylor College of Medicine $891,825

On a returns basis, Bloomberg reports that Yale did the best although everyone had a banner 2005. What's amazing though is that this is the back of a 2004 year that was even better.

InstitutionFund Size'05 Return'04 Return
Yale University$15.2 Bln22.3%19.4%
Stanford University$12.4 Bln19.5%18.0%
Harvard University$25.9 Bln19.2%21.1%
University of Notre Dame$4.1 Bln19.1%20.3%
University of Michigan$4.9 Bln19.1%20.7%
University of Chicago$4.1 Bln18.1%16.6%
Duke University$3.8 Bln18.1%18.0%
Vanderbilt University$2.6 Bln17.9%16.9%
Univ. of Southern California$2.3 Bln17.8%16.9%
Columbia University$4.9 Bln17.7%16.9%
MIT$6.7 Bln17.6%18.1%
Princeton University$11.2 Bln17.0%16.5%

In terms of asset allocation, Yale had 25% in hedge funds, 25% in tangible assets like real estate, timber and energy, 17% in private equity and 31% in stocks. The rumble is that a combination of Google plus oil & gas assets really drove returns.

Here was the base data:

InstitutionFund Size'05 Return'04 Return
Harvard University$25.9 Bln19.2%21.1%
Yale University$15.2 Bln22.3%19.4%
Stanford University$12.4 Bln19.5%18.0%
University of Texas$11.6 Bln13.6%20.1%
Princeton University$11.2 Bln17.0%16.5%
MIT$6.7 Bln17.6%18.1%
University of California$5.2 Bln10.3%14.7%
Texas A&M University$5.0 Bln9.7%21.0%
University of Michigan$4.9 Bln19.1%20.7%
Columbia University$4.9 Bln17.7%16.9%
University of Pennsylvania$4.4 Bln8.5%16.9%
Washington Univ. (St. Louis)$4.4 Bln10.0%18.2%
Emory University$4.4 Bln6.8%14.6%
Northwestern University$4.2 Bln15.1%19.2%
University of Notre Dame$4.1 Bln19.1%20.3%
University of Chicago$4.1 Bln18.1%16.6%
Cornell University$3.9 Bln13.6%16.1%
Duke University$3.8 Bln18.1%18.0%
Rice University$3.6 Bln13.6%17.2%
Dartmouth College$2.7 Bln14.4%18.6%
University of Virginia$2.6 Bln14.3%12.7%
Vanderbilt University$2.6 Bln17.9%16.9%
Univ. of Southern California$2.3 Bln17.8%16.9%
Johns Hopkins University$2.0 Bln9.6%15.3%
Brown University$1.9 Bln13.3%16.3%

July 27, 2006

Handset Profitability

Kind of interesting to look at the profitability of the big handset manufacturers which are in order Nokia, Motorola, Samsung, LG and Sony Ericsson. All of these shipped more than 50M units last year.

For Nokia there results are and they even have a great spreadsheet

Euro 1000s2Q06
Revenues5,875
Gross Profit1,73830%
R&D3155.4%
S&M4127%
G&A190.3%
Other13
Operating Income97916.7%

For Motorola for three months ended April 1:

1Q061Q05
Revenue$6400$414445%
Operating Income$702$44011-10%

For Samsung and a nice three year summary for 2005-2004 in their Summary

in Billions of Won200520042003
Revenue209142072915303
Operating Income248030972817
Operating Margin11.9%14.9%18.4%

For Sony Ericsson shows similar margins:

In Euro 000s20052004
Revenue72686525
EBIT486514
EBIT Margin6.6%7.9%

July 26, 2006

Youtube on ipod

Just these words alone should boost our alexa ranking - here's how to get youtube videos on your ipod - good idea since getting any video on mine has redefined the word "simple" click to wired mag and scroll down.