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15.398 NPVD Proseminar: Entrepreneurs in the Next Economy
Anderson, Dagres, Zolot
 

Feb 7th             Ellen Hancock, Exodus
Feb 14              Kathleen Earley, AT&T
Feb 21              Venkat Srinivisan, Ecredit
Feb 28              George Conrades, Akamai
Mar 7               Keng Lim, Escalate
Mar14              Michael Smith, Hughes
April 4              Peter Bell, Storage Networks
April 11            Bob Davis, Lycos
April 18            Jozef Straus, JDS Uniphase
April 25            Monte Zweben, Blue Martini
May 2              Ron Fisher, Softbank
May 9              Dave Peterschmidt, Inktomi
May 16            Clarence Chandran, Nortel

 

Ellen Hancock, Exodus 
February 7th

panel: Aaron Cowen, Jason Escamilla, Kurt Leafstrand, Charles Page, Seema Sheth-Voss, Michael White

website: http://www.exodus.com

links: http://www.hoovers.com/cgi-bin/offsite?site=HBN&url=http://www.exodus.net/annual_report99/customer1.html
 http://www.exodus.com/investor_relations/
http://www.thestandard.com/article/display/0,1151,18377,00.html
http://nrstg1s.djnr.com/cgi-bin/DJInteractive?cgi=WEB_ST_STORY&GJANum=34259016&page=st/story&DBNAME=WSJ01-970185722&HDAN=J0027300122&binding=1514509&Search=%27EXDS%27%3Ast_co&View=View1&HDNUM=10&TOTALHITS=71
http://www.zdnet.com/eweek/stories/general/0,11011,2581043,00.html
http://interactive.wsj.com/archive/retrieve@1.cgi?id=SB977165901208508574.djm&template=bb-company-news.tmpl^EXDS
http://interactive.wsj.com/archive/retrieve.cgi?id=BT-CO-20010110-002688.djml&template=bb-company-news^EXDS
http://lada.zacks.com/jmfr2/index.php3?t=EXDS&l=LEFT&w=100%25&a=0&r[]=CMPDESC&r[]=ZN1C&r[]=ZN5&r[]=&c[]=000000&c[]=ffffff&c[]=000000&c[]=336699&c[]=eeeeee&d=rd&Submit=Submit&b=TRUE&ff=1&top=1&sub=1&partner=WSJ
http://www.crn.com/sections/Upstart/Upstart.asp?RSID=CRN&ArticleID=22840 
http://www.businessweek.com/reprints/00-47/b3708040.htm
http://www.nwfusion.com/power2000/power-25/power-25.htm
http://www.internetworld.com/101500/10.15.00main.jsp    (select October 15th for articles on hosting/managed services)
other: FairMarket.Inc case
 Inside the Cult of Kibu article: http://www.thestandard.com/article/display/0,1151,20779,00.html
http://www.thestandard.com/article/display/0,1151,21265,00.html

Vera research reports (Investext) Lehman Brothers, Robertson Stephens

   

Kathleen Earley, AT&T Data and Internet Services
February 14th

panel:  Kevin McLellan, Charles Reimer, Frederick Kraus, Richard MacDonald

website: http://www.att.com/

links:    Kathleen Earley interview
Howard's article on AT&T
AT&T advertising info in Forbes 

http://www.att.com/bios/kbe.html
http://www.att.com/speeches/item/0,13632791,00.html
http://www.thestandard.com/research/metrics/display/0,279915018,00.html
http://www.ipservices.att.com/
http//www.att.com/ir/pdf/004q append4.pdf
http://www.businessweek.com/2001/01 06/b3718151.htm
http://www.fool.com/news/breakfast/2001/breakfast010129.htm?ref=yhoolnk
http://publish.thestandard.com/article/display/0,1151,19638,00.html
http://publish.thestandard.com/article/display/0,1151,21770,00.html
http://biz.yahoo.com/ms/010129/4142.html
other: Starting In High Gear case

Vera research reports (Investext) Morgan Stanley, Thomas Weisel reports on AT&T

 

Venkat Srinivisan, Ecredit
February 21st

panel: Alex Axentiev, David Harelick, Shuman Ghosemajumder

website: http://www.ecredit.com

links:    Hoover's Capsule: http://www.hoovers.com/co/capsule/3/0,2163,61363,00.html

competitors
http://www.hoovers.com/co/capsule/3/0,2163,10483,00.html
http://www.hoovers.com/co/capsule/7/0,2163,13357,00.html
http://www.hoovers.com/co/capsule/6/0,2163,52556,00.html
http://www.hoovers.com/co/capsule/5/0,2163,45035,00.html
http://www.hoovers.com/co/capsule/co/corptech/5/0,2282,85845,00.html

News Articles
eCredit overview:
http://www.thestandard.com/article/display/0%2C1151%2C15218%2C00.html

ICG investment in eCredit:
http://www.thestandard.com/article/display/0,1151,12312,00.html

eCredit value proposition / vendor example:
http://www.infoworld.com/articles/ic/xml/00/02/16/000216icecredit.xml

eCredit announces new CEO, discusses strategy:
http://www.hoovershbn.hoovers.com/bin/story?StoryId=CoM5HubKbytiXmJ&FQ=%22eC
redit.com%22&Title=Headlines%20for%3A%20%22eCredit.com%22%0A

eCredit partners with RightWorks
http://www.hoovershbn.hoovers.com/bin/story?StoryId=CoN:e0bWbu0zuvta0nG&FQ=%
22eCredit.com%22&Title=Headlines%20for%3A%20%22eCredit.com%22%0A

Article on online banking
http://www.zdnet.com/eweek/stories/general/0,11011,2604902,00.html

B2B online payment mechanisms
http://www.thestandard.com/article/display/0,1151,16771,00.html

Financial Backers
Internet Capital Group (Nasdaq: ICGE) http://www.internetcapital.com/
other: LifeLine Systems A case

Vera research reports (Investext)
 1) February 2001 US Bancorp Piper Jaffray report on Actrade (11 pages)
 2) January 12, 2001 US Bancorp Piper Jaffray report on Fair, Isaac and Co
 3) February 12, 2001 Lehman Brothers Internet Financial Services Report**
 4) February 14, 2001 Merrill Lynch Software.Global Report**

** note Investext has these two reports a week or two earlier, and probably won't be published before 
   class.  We will leave copies at the E-center for you to pick up.  

  

 

George Conrades, Akamai
February 28th

panel: Riccardo Cumerlato, Sergio Delgado, Tim Jarrett, Nnamdi Okike, Rebecca Fitzgerald

website: http://akamai.com/

links:    
http://news.cnet.com/news/0-1004-200-4590330.html?tag=rltdnws 
http://www.business2.com/content/channels/ebusiness/2000/08/31/17848 
http://www.businessweek.com/ebiz/9904/em0421.htm 
http://www.business2.com/content/magazine/breakthrough/2000/06/01/12943 
http://isp-planet.com/profiles/akamai-conrades.html 
http://www.nwfusion.com/archive/1999b/1206anderson.html 
http://www.technologyreview.com/magazine/sep00/qa.asp 
http://www.crn.com/sections/special/top25/top25_00.asp?ArticleID=21328 
http://www.thestandard.com/article/display/0,1151,9576,00.html 
http://www.broadbandweek.com/news/0012/0012_news_akamai.htm 
http://www.usnews.com/usnews/issue/001225/leighton.htm 
http://www.internetweek.com/infrastructure/infra110600-1.htm 
other: Cachet Technologies case, first paper due at 6 p.m.  see directions on announcements page.
Pick up Epoch Partners reports in box outside E-center.  Report will be available tomorrow

Vera research reports (Investext) (last two Morgan Stanley Dean Witter reports)

 

 

Keng Lim, Escalate
March 7th

panel: Justin Youngblood, Michael Banks,  Mario Yearwood, Jose Magallanes,

website: http://www.escalate.com

links:    
http://www.escalate.com/info/exe_profile.html#keng
http://www.hoovers.com/co/capsule/6/0,2163,102166,00.html
http://www.thestandard.com/article/display/grok/0,1151,19821,00.html
http://www.thestandard.com/article/display/0,1151,8101,00.html
http://www.herring.com/mag/issue79/mag-beyond-79.html
http://www.business2.com/content/magazine/ebusiness/2000/09/29/19034

also see competitors:
http://www.crosscommerce.com/
http://www.electroneconomy.com/
other:

Rosenbluth International case

Vera research reports (Investext) read 3 references to Escalate: Wall Street transcript corp interview with Keng Lim and
Corporate Technology information services.

 

 

Michael Smith, Hughes
March 14th

panel: Alessandro Araldi, Eric Witherspoon, Justin Bougher, Rebecca Griffiths, Neeraj Choubey

website: http://www.hughes.com/

links: http://www.redherring.com/index.asp?layout=story_generic&channel=%channel%&doc_id=RH1990015599
http://www.redherring.com/index.asp?layout=story&channel=50000005&doc_id=1940015594
http://www.redherring.com/index.asp?layout=story&channel=50000005&doc_id=1960015596
http://www.thestandard.com/article/display/0,1151,22093,00.html
http://www.hughes.com/news/pr/00_12_21_telocity.xml
http://www.hughes.com/home/latest/01_02_26_nextgen.xml
http://www.hns.com/news/pressrel/csp_pres/p111500.htm
http://www.thestandard.com/article/display/0,1151,5235,00.html

 

 
other: Agency.com (A) case

 

 

Peter Bell, Storage Networks
April 4th

panel: David Verfaille,  Anil Gupta, Catalina Hayata

website: http://www.storagenetworks.com 

links:   
http://www.zdnet.com/pcmag/stories/reviews/0,6755,2692092,00.html
http://www.fool.com/research/2001/features010208.htm
http://www.thestandard.com/article/display/0,1151,20644,00.html
http://www.hoovers.com/co/capsule/4/0,2163,99844,00.html
http://www.hoovers.com/co/capsule/4/0,2163,99844,00.html
http://yahoo.marketguide.com/mgi/busidesc.asp?rt=busidesc&rn=A2535
http://yahoo.marketguide.com/mgi/busidesc.asp?rt=busidesc&rn=A2535

Top Competitors:
http://www.hoovers.com/co/capsule/1/0,2163,10491,00.html
http://www.hoovers.com/co/capsule/1/0,2163,10491,00.html
http://www.hoovers.com/co/capsule/7/0,2163,11407,00.html
http://www.hoovers.com/co/capsule/7/0,2163,11407,00.html
http://www.hoovers.com/co/capsule/0/0,2163,47100,00.html
http://www.hoovers.com/co/capsule/0/0,2163,47100,00.html

Articles:
http://www.thestandard.com/article/display/0,1151,18496,00.html
http://www.thestandard.com/article/display/0,1151,18496,00.html
http://www.redherring.com/index.asp?layout=story_generic&doc_id=RH520018052
http://www.redherring.com/index.asp?layout=story_generic&doc_id=RH520018052
http://www.redherring.com/index.asp?layout=story_generic&doc_id=RH720014072
http://www.redherring.com/index.asp?layout=story_generic&doc_id=RH720014072
other:

other: Agency.com (B) case

 

Bob Davis, Lycos
April 11th

panel: Catherine Bae, Walter Lironi,  Mek Suwansiri, Diego May, Nicolas Smirnoff, Andrew Henshon

website: www.lycos.com

links:    Analysis on Terra Lycos Business model

http://www.businessweek.com/bwdaily/dnflash/mar2001/nf20010316_459.htm
http://news.cnet.com/news/0-1005-200-5134487.html
http://www.forbes.com/2001/02/22/0222terralycos.html

Terrra Lycos recent strategic initiatives

http://www.hoovershbn.hoovers.com/bin/story?StoryId=CoR7m0bKbytiWmJG&FQ=c%25TRLY%20&HdlFmt=simple&Symbol=TRLY
http://news.cnet.com/news/0-1005-200-4952089.html
http://www.forbes.com/2001/01/30/0130lycos.html
other:

other: Monster.com case

 

 

Jozef Straus, JDS Uniphase
April 18th

panel: Keelan Yang, Amy Roschelle, Eric Chan, Gaurav Tewari

website: http://www.jdsuniphase.com/
links:    
http://www.forbes.com/2000/07/10/mu7.html 
http://www.jdsuniphase.com/ 
http://www.twst.com/notes/articles/kap247.html 
http://www.thestandard.com/companies/display/0,2063,41984,00.html 
http://biz.yahoo.com/p/j/jdsu.html 
http://www.ottawacitizen.com/hightech/companies/jds/
http://www.ottawacitizen.com/hightech/companies/jds/010307/5054840.html
http://www.ottawacitizen.com/hightech/companies/jds/010222/5100416.html
http://www.ottawacitizen.com/hightech/companies/jds/010201/5099974.html
http://www1.telecomclick.com/magnewsarticle.asp?newsarticleid=180662&magazineid=7
http://www.newswire.ca/releases/March2001/19/c4647.html
http://www.jdsuniphase.com/index2.cfm?CID=3&NAVCID=3&PageName=News&DSP=PressRelease&ACT=Display&PressID=177&PageName=News

About Straus:
http://search.businessweek.com/bwdaily/dnflash/june2000/nf00612e.htm 
http://www.canbus.com/special_lists/rich100_2000/78.shtml 
http://www.lightreading.com/document.asp?doc_id=683&print=true
http://www.ebnonline.com/story/OEG20001220S0043
http://www.twst.com/notes/articles/kap247.html
http://www.ohio.com/bj/business/2000/July/16/docs/016913.htm
other:

FreeMarkets On Line

 

 

Monte Zweben, Blue Martini
April 25th

panel: Maria Silvestri, Gregory McKelvey, Priscilla Sato, Ken Khouri, Shuman Ghosemajumder

website:http://www.bluemartini.com/ 

links:    

http://www.business.com/directory/internet_and_online/ecommerce/b2b_solutions/blue_martini_software/
http://www.informationweek.com/818/zweben.htm
http://www.redherring.com/index.asp?layout=story_generic&doc_id=RH1230013323
http://www.crmproject.com/sp/sp_bluemartini.html
http://www.computerworld.com/cwi/story/0,1199,NAV47_STO58298,00.html
http://search.businessweek.com/search97cgi/s97_cgi?action=View&VdkVgwKey=%2E%2E%2F%2E%2E%2F%2E%2E%2Freuters%2Fw%2Dfeed%2FN%2FREUT%2DNPY%2EHTM&&ViewTemplate=reuters1.hts
http://www.business.com/directory/internet_and_online/ecommerce/b2b_solutions/blue_martini_software/ http://www.business.com/directory/internet_and_online/ecommerce/b2b_solutions/blue_martini_software/competitors/ http://www.nwfusion.com/news/2001/0212apps.html http://www.hoovershbn.hoovers.com/bin/story?StoryId=CoTeZWbWbu0znmtmW http://www.hoovershbn.hoovers.com/bin/story?StoryId=CoRRyubWbu0zgmde1 http://www.wirelessnewsfactor.com/perl/story/6339.html
http://biz.yahoo.com/n/b/blue.html
other:

Wingspan Bank.com 

 

Ron Fisher, Softbank
May 2nd

panel: Mario Felisberto, Wilfred Schlumberger, Giovanni Bonfanti, Lester Adams, Greg Moeller

website: http://www.softbank.com/

links:    
http://www.thestandard.com/companies/dossier/0,1922,261255,00.html
http://www.thestandard.com/article/0,1902,23856,00.html 
http://www.redherring.com/index.asp?layout=story_generic&doc_id=RH1520019152
http://www.thestandard.com/article/0,1902,21657,00.html 
http://www.thestandard.com/article/0,1902,23656,00.html 
http://www.thestandard.com/article/0,1902,21862,00.html 
http://www.businessweek.com/bwdaily/dnflash/mar2001/nf20010327_807.htm 
http://www.hoovers.com/cgi-bin/offsite?site=HBN&url=http://www.TheDeal.com/cgi-bin/gx.cgi/AppLogic+FTContentServer^pagename=FutureTense/Apps/Xcelerate/Render&c=TDDArticle&cid=TDDWPVKSYLC&preview=true&frames=yes&esc=no
http://www.hoovers.com/cgi-bin/offsite?site=HBN&url=http://globalarchive.ft.com/globalarchive/article.html^id=010410001423&query=lehman+softbank+close+web+venture&frames=yes&esc=no
other:

Customer Loyalty and Emerging E Customer Segments

 

 

Dave Peterschmidt, Inktomi
May 9th

panel:  Michele Carlo, Allison Conrad, Theresa Lagos, George Chang, Edwin Tai

website:

links:    
other:

The Threat of Invasion

 

Clarence Chandran, Nortel
May 16th

panel: Steve Min, Jason Jones, Michael Parduhn, Peter Doulas, Daniel Jacobson, Daniel Russotto, 

website:

links:    
other:

 

 

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