Microsoft PowerPoint Presentation

10/2/02

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Table of Contents

“It’s the end of the world as we know it (and I feel fine)…”Adventures in technology start-ups

A survey and an apology

Sleepy time version

PCs in Use Worldwide (M)

Internet: Big, getting bigger

Value creation (?)

This has gotta be wrong, or does it?

Why investors love Microsoft (and tecchnology in general)

Traditional framework

Traditional “Rules”

The virtuous cycle

Remember that framework slide?

The New Rules???

More new rules?

Remember concentration of winnings?

Why big companies will die

Being “boring” isn’t all that bad

Yeah, but we’re a start-up!

What’s hot now?

Feature vs. product vs. company

Service vs. Product

Remember virtuous cycles: partnering

When bad things happen to little companies

Getting started

Author: ARCH VENTURE PARTNERS