Agile VC

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When Does Zynga Become a Value Stock?

Agile VC

Zynga’s faced a lot of pressure in the public markets recently. IP Litigation – EA is suing Zynga for copyright infringement , and regardless of the merits this is a headache Zynga will have to deal with and pay to defend itself. market cap minus $1.6B Draw something… other than this painful chart.

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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

About 6-12 months ago you could hardly throw a rock in the startup ecosystem without hitting a VC expressing their enthusiasm for “mobile” Now the frenzy about mobile has extended into the mass media and public equity markets, though with trepidation as often as excitement.

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