1998 Business Model Forecast Venture Capital 
Cracking the Code
SEPTEMBER 2, 2008
He should have invested in Lawson obviously… I could not track back their stock price in 1998 when NetSuite was launched, but since Jan. If that were the case, most of the Cable and Wireless companies who have been using a similar business model would have gone bankrupt a long time ago and Saleforce would not have 20% FCF margins today.
Up and Running
DECEMBER 9, 2014
Bates: Josh, it reminds me of when I was doing web sites back in the day in 2000 and 1998 and instead of going and being able to buy a shopping cart you had to code the shopping cart from scratch. What I did is I learned the art of a pro forma and the value of a pro forma which basically is a forecast. Bates: You know Josh—.
Seeing Both Sides
JULY 21, 2014
In 1998, Yom Kippur fell on September 30th. But many years later, I began to appreciate that one of our core flaws was our business model. But the downside to our business model was that we did not have hardly any recurring revenue. . 3D printers, with their consumable resins, have a similar business model.
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