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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (335)	9/15/1999 10:39:00 PM
From: Teflon	Respond to of 1817

Cha2, I think we can come up with a name or term, but the tricky part will be the subtleties. Different companies within this space will add differing degrees of operational/strategic value along with the venture funding that they each provide. The key therefor will be coming up with a term that differentiates between the various players. I think we need some dialogue around this before coining terminology. Any thoughts? btw, If someone could highlight some portfolio companies of Softbank that received not only funding from them but also additional value added services as a direct result of their relationship, it would be extremely helpful. Though I agree that they have some terrific investments on their Balance Sheet, I need to get my hands around this issue before I group them in with the likes of SFE, CMGI or ICGE. I understand your point that MSFT and Softbank together could be an awesome combination, but on some level it also highlights to me the fact that Softbank needs MSFT at the table to lend the additional layer of value that an ICGE can provide on their own. Teflon

To: gdichaz who wrote (335)	9/15/1999 10:54:00 PM
From: Teflon	Read Replies (3) \| Respond to of 1817

Cha2, regarding your question about "nurturers" vs "incubators", I think it's a great point. Breaking up the DITR makes great sense once we agree on terminology. Nurturers do not necessarily need to be equity investors. And likewise, incubators do not necessarily need to be nurturers. Maybe I'm splitting hairs here, but does a term come to mind that captures the essence of both? I'm not sure yet, but let's try and come up with something. How about "Farmers" for instance. I know it's rather mundane in its denotations, but think about it. Farmers not only plant the seeds for their crops, they're also responsible for watering, fertilizing and caring for their crops all the way up until the point when they harvest to fruits of their labor. Just a thought... Their is also a pure incubator type entity, what I would more associate with the traditional VC role, as well as the nuturer type entity such as as a MSFT or GE can be on occaision when they work with various small businesses without providing them any funding. Teflon