Sunny,

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Al.

Sunny Gill wrote:
>
> Don't send me any mail now.
>
>     On Feb 26, 2009 9:49 AM, "Al Sutton" <[email protected]
>     <mailto:[email protected]>> wrote:
>
>
>     Fred,
>
>     I'm not sure of the point you're trying to make.
>
>     I've been involved with several VC funded companies over the past 15
>     years and have seen VCs focus on a variety of things, so I think we
>     agree that Erics assertion that;
>
>     "Without a business model on how you intend to make a profit from
>     it, no
>
>     one would be willing to invest on it ..."
>
>     isn't necessarily true.
>
>     The two common things that I have seen are them looking for what would
>     make a potential investment recipient different from the rest of the
>     market and how quickly the rest of the market could catch up
>     (along with
>     the obvious due dilligence questions of is the company going to go
>     bust
>     even with the investment). This is because there's little point in
>     investing in something that by the time the deal is done the value of
>     the investment has already been significantly eroded by an
>     organisation
>     the VC fund doesn't have an investment in.
>
>     I don't remember questioning the mobile market as a viable sector
>     for VC
>     investment, in fact I think there are some good opportunities
>     around, so
>     please let me know where you've got this impression from so I can make
>     sure I'm clearer in future.
>
>     Thanks,
>
>     Al.
>
>     Fred Grott wrote: > Al with all due respect, > > 1. 2009 guess how
>     many smart phone will be sold...
>
>     > <mailto:[email protected] <mailto:[email protected]>>>
>     wrote: > > > How quickly can we say Twitter :). > > My exper...
>
>     > > <mailto:[email protected] <mailto:[email protected]>
>     <mailto:[email protected] <mailto:[email protected]>>>>
>     wrote: > > > > > > ...
>
>     >     >     <mailto:[email protected]
>     <mailto:[email protected]>
>
>     > <mailto:[email protected] <mailto:[email protected]>>>>
>     wrote: > > > My advice: pair up with a developer and ...
>
>     > <mailto:[email protected]
>     <mailto:[email protected]>>>> wrote: > > > > > > Ok this is
>     gonna be the...
>
>
> >


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