02 August 2003

Back late from St. Petersburg, the home of our great President and the ad that states - "we can and must control the people." Told by my taxi driver that this was an attempt to restore order because the state cannot i was happy to return to the comfort of a tech environment;

Except that I was not particularly. Air conditioning has not reached St. Petersburg yet and it was definitely over 30 degrees. But they are doing some very coolthings technologically. Saw 3 companies in less than 9hours including 1 for just over 5. They have a cooling technology that today is as good as (I'm British, if this was an American blog I would be more forceful) as anything in the West, or East today. But are not trusted because they are Russian.

Two big thoughts for the weekend - Options. Caught up on some reading on the way to SpB regarding Stock Options and their value to Shareholders. They keep employees but not executives - and boards give options to employees as an afterthought and to executives to retain them. Also no quantifiable additionla value from companies that are option heavy. I sort of agree; except when paying with cash is the worst option.

Second thought; whither Anything over IP. Voice, video, data, anything. If a technology's life runs; hype, failed, adopted, commodity - VOIP is at adopted. Now the apps have to catch up.

No comments:

02 August 2003

Back late from St. Petersburg, the home of our great President and the ad that states - "we can and must control the people." Told by my taxi driver that this was an attempt to restore order because the state cannot i was happy to return to the comfort of a tech environment;

Except that I was not particularly. Air conditioning has not reached St. Petersburg yet and it was definitely over 30 degrees. But they are doing some very coolthings technologically. Saw 3 companies in less than 9hours including 1 for just over 5. They have a cooling technology that today is as good as (I'm British, if this was an American blog I would be more forceful) as anything in the West, or East today. But are not trusted because they are Russian.

Two big thoughts for the weekend - Options. Caught up on some reading on the way to SpB regarding Stock Options and their value to Shareholders. They keep employees but not executives - and boards give options to employees as an afterthought and to executives to retain them. Also no quantifiable additionla value from companies that are option heavy. I sort of agree; except when paying with cash is the worst option.

Second thought; whither Anything over IP. Voice, video, data, anything. If a technology's life runs; hype, failed, adopted, commodity - VOIP is at adopted. Now the apps have to catch up.

No comments: