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Mark Evans

the blog - examines the world of telecom  and  technology  from  a distinctly Canadian perspective.

the person - lives in Toronto, CA with  his  wife  and  three children, and  works  as director of community with PlanetEye Inc.
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View Article  Attensa Raises $9M
Riddle of the day: can you justify investing in a company that sells an RSS reader/aggregator given the market is so competitive and the business model (a.ka. how you make enough money to build a business) is still unclear? This isn't a problem for RSS Investors and SmartForest Investors, which just injected another $9 million into Attensa Inc. Attensa seems to be developing some fairly interesting technology - see TechCrunch's review - but does it have enough sizzle to justify $9 million of venture capital into a company whose key point of differentiation seems to be that it works with Outlook - an area where Microsoft will likely enter as it gets more serious about RSS and the blogosphere. Unless someone can explain otherwise, the Attensa deal looks like another example of Bubble 2.0.
Update: Here's how RSSI's Jim Moore explains his firm's $5 million investment in Attensa, while Randy Charles Morin has an interview he did with Attensa CEO Craig Barnes last week.

 
 
View Article  eBay Got Suckered on Skype
After reading some of Andy Abramson's recent posts on Skype, as well as my own views on Skype's sudden loss of mojo, I've come to the conclusion eBay got suckered badly on the deal by Tim Draper and Niklas Zennstrom. No matter how you want to slice and dice Skype's strategic value to eBay or Skype's value as a disruptive, stand-alone telecom player, there is simply no way it was worth $2.6-billion or $4.1-billion. Even more troubling is Skype's apparent inertia as gradually morphs into an eBay subsidiary. Unlike Paypal, which was a solid technology and business play, a big part of Skype's "value" was its James Dean-like rebellious approach to the telecom market that resonated with geeks and, increasingly, non-geeks. I don't think this attitude works within a multi-billion dollar company such as eBay. It is becoming obvious eBay faces a huge challenge capitalizing on Skype's technology and user-base. If eBay fails to execute properly, the Skype deal could easily blow up as an expensive strategic blundedr. That said, even if eBay does execute, Skype is still going to go down as an vastly over-priced deal where the only winners are Zennstrom, Draper and Skype's other investors.
 
View Article  The Frustrating Efficiencies of eBay
On the weekend, I went on to eBay to buy a heat gun after seeing one on sale at Canadian Tire. In what has become a common theme, there were no bargains to be found on eBay. In fact, prices were so unattractive, I'm going back to Canadian Tire to buy a heat gun before the sale ends later this month. Maybe it's just me but I think supply and demand falls into perfect balance for many eBay items. I think buyers and sellers armed with so much information that there are few instances where a real bargain materializes - unless a seller doesn't do their homework. There are so many comparative shopping engines (Froogle, Shopping.com, etc.), buyers and sellers pretty much know what an item should be selling for. Speaking of things that bother me about eBay, I don't understand why they don't try to reign in people who charge exorbitant shipping fees. You think a product is a bargain only to find the costs double or triple after shipping is included.
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My blog has moved. Check out the new Mark Evans. It's part of my mini-blog empire that also includes All About Nortel and Twitterrati. You can subscribe to Mark Evans Tech by clicking on the RSS symbol above.
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