Comments on: Is Foldera Unfolding? http://owstarr.com/2008/07/25/a-new-chapter-for-foldera/ Going Where No Blog Has Gone Before Fri, 21 Nov 2008 03:01:50 +0000 http://wordpress.org/?v=2.6.3 By: researcher http://owstarr.com/2008/07/25/a-new-chapter-for-foldera/#comment-597 researcher Fri, 19 Sep 2008 16:49:38 +0000 http://owstarr.com/?p=169#comment-597 See this bit of history (apparently, this isn’t the first Ethernet switch the new CEO Fiedler has been involved with): http://www.fool.com/features/1996/interview961025.htm See this bit of history (apparently, this isn’t the first Ethernet switch the new CEO Fiedler has been involved with):

http://www.fool.com/features/1996/interview961025.htm

]]> By: admin http://owstarr.com/2008/07/25/a-new-chapter-for-foldera/#comment-549 admin Fri, 29 Aug 2008 10:46:06 +0000 http://owstarr.com/?p=169#comment-549 Flamingo, why would they need to use the shell of Foldera for another company that Dabney was underwriting? Convenience? I see that they managed to push through the stock reversal now which has hurt investors again. Do you know anything about the legalities of what has gone on? Admin Flamingo,

why would they need to use the shell of Foldera for another company that Dabney was underwriting? Convenience? I see that they managed to push through the stock reversal now which has hurt investors again. Do you know anything about the legalities of what has gone on?

Admin

]]> By: Flamingo http://owstarr.com/2008/07/25/a-new-chapter-for-foldera/#comment-544 Flamingo Wed, 27 Aug 2008 14:47:18 +0000 http://owstarr.com/?p=169#comment-544 A possible reason why they are now in the 10gb switch software business is that Brookstreet Securities (Dabney's former employer before Foldera) also was underwriting and promoting a 10gb switch company (I think the product was called Raptor) in addition to Foldera. The end game was to be aquired by a Cisco or someone else once they showed up on the radar. A possible reason why they are now in the 10gb switch software business is that Brookstreet Securities (Dabney’s former employer before Foldera) also was underwriting and promoting a 10gb switch company (I think the product was called Raptor) in addition to Foldera. The end game was to be aquired by a Cisco or someone else once they showed up on the radar.

]]> By: Dave http://owstarr.com/2008/07/25/a-new-chapter-for-foldera/#comment-429 Dave Fri, 25 Jul 2008 18:59:03 +0000 http://owstarr.com/?p=169#comment-429 Hey, Oliver! I'm glad you wrote about this. You and having both been seduced by the snakeoil salesman, Richard Lusk. As we both know there is much more that can be told about Foldera than you touch ok here. A testament to your integrity. So, lemme see if I understand this strategy. First, they get into the online collaboration space. A very crowded market already, with players like Microsoft and Google at the top of that food chain, easily able to crush them at their first misstep. So intimidated were they that they were afraid to release even v1 of the product unless it was perfect. So now, after living high off investor and funding money (I rather doubt Dabney nor Hugh took a pay cut while coming to the office everyday to play Sudoku) they have another brilliant idea of getting into another crowded market with established players like Cisco and Lucent. Both with plenty of money to hold their breath longer than CeCors. And a market, that unlike sofware, is a very conservative market with long sales cycles. Hell, even existing Cisco customers are reluctant to uprade to new Cisco systems.u So, I'd like to see how they get a customer to dump an estblished player for once failed web 2.0 startup solution to provide what is arguably the second most important piece of infrastructure for a business behind electricity. Good luck with that. If they fail there what's next? Starting a cola company? A new over the air television network? Hey, Oliver! I’m glad you wrote about this. You and having both been seduced by the snakeoil salesman, Richard Lusk. As we both know there is much more that can be told about Foldera than you touch ok here. A testament to your integrity.

So, lemme see if I understand this strategy. First, they get into the online collaboration space. A very crowded market already, with players like Microsoft and Google at the top of that food chain, easily able to crush them at their first misstep. So intimidated were they that they were afraid to release even v1 of the product unless it was perfect.

So now, after living high off investor and funding money (I rather doubt Dabney nor Hugh took a pay cut while coming to the office everyday to play Sudoku) they have another brilliant idea of getting into another crowded
market with established players like Cisco and Lucent. Both with plenty of money to hold their breath longer than CeCors. And a market, that unlike sofware, is a very conservative market
with long sales cycles. Hell, even existing Cisco customers are reluctant to uprade to new Cisco systems.u So, I’d like to see how they get a customer to dump an estblished player for once failed web 2.0 startup solution to provide what is arguably the second most important piece of infrastructure for a business behind electricity. Good luck with that. If they fail there what’s next? Starting a cola company? A new over the air television network?

]]> By: sborsch http://owstarr.com/2008/07/25/a-new-chapter-for-foldera/#comment-428 sborsch Fri, 25 Jul 2008 15:36:04 +0000 http://owstarr.com/?p=169#comment-428 Just stunning. The promise of Foldera was considerable and needed in the marketplace, especially in a day of $4 gasoline, need for cost reductions, and more of us living a digital lifestyle. As I read that shareholder letter, it was as though they took an automotive parts supplier and decided to become a chain of weight loss centers. WTF? Why wouldn't they just launch a telecom company without the excess baggage of an Expert Systems/public company? Like you, I was seduced by the opportunties with Foldera, and thank my lucky stars I followed my nose that was detecting a strong odor of rot. Just stunning. The promise of Foldera was considerable and needed in the marketplace, especially in a day of $4 gasoline, need for cost reductions, and more of us living a digital lifestyle.

As I read that shareholder letter, it was as though they took an automotive parts supplier and decided to become a chain of weight loss centers. WTF? Why wouldn’t they just launch a telecom company without the excess baggage of an Expert Systems/public company?

Like you, I was seduced by the opportunties with Foldera, and thank my lucky stars I followed my nose that was detecting a strong odor of rot.

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