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A little bit about me

Hi. While this blog is a part of Seed Catalyst’s website, I realised over the initial few weeks that a lot of you are first introduced to the firm via the blog rather than our home page.

So to introduce myself - I’m a business consultant working with early stage technology firms to help streamline their strategy and go-to-market approach and support them for fund raising. 

With this blog, I aim to capture key market trends that I see in the industry, the ecosystem and cross-plays in some of the more interesting and upcoming sectors, as well as cover interesting companies that I meet. 

I will also be addressing vexing and interesting valuation and deal/term-sheet structures that would be of interest to technology start-ups at various stages of their growth.

So let’s get started...

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Stock price correlations with reality PDF Print E-mail
Blog - Valuations
Tuesday, 20 April 2010 22:11

 

Attended an interesting Techcrunch event today – both for investing as well as entrepreneurial perspectives.

 

Nothing earth-shattering but a host of good presentations and from-the-heart advice from entrepreneurs.

 

One presentation that I really liked was Ewan from Mobile Industry Review. He very vociferously tried to put the Apple hype in perspective. I’ve been saying it for the last 12 months but then who listens to me.....Apple is all about Steve Jobs and American Coke style marketing (and the touch screen of course J).

 

Ewan’s Gartner slide on smartphone market share in Feb 2010 was very eye-catching. The general understanding (without data) is that while Nokia is a handset market leader, Apple is very soon going to be the market leader in the smartphone segment. However according to Gartner, the iPhone is only 14% of the market while Symbian is 47%!

 

I may have pushed back saying that it isn’t all about the current market share but also about growth.

 

But then Apple LOST smartphone market share between the third and fourth quarters of 2009.

 

Today, the share has risen some 9% because the company has shipped 8.75million phones this quarter. This compared to 8.7 million phones shipped in the previous quarter. (I see no point in comparing with the same quarter last year when they didn't have a 3G phone, hadn't launched in India, China and a host of other markets.)

 

So, then, what’s the celebration?

 

More on the other Techcrunch discussions and presentations tomorrow.

 


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