Latest News

12.18.2003: Totals from the "where I'd invest $500k"
  • Coverity: $4mm
  • Pipeline Manager: $2.86mm
  • Intellidate: $1.585mm
  • MenCoTech: $1.095mm
  • Honeycomb: $1mm
  • xThink: $960k

11.25.2003: Just a reminder - class on 12/1 will meet at 4pm (sharp!) in 540AB Cory Hall and will last until 6pm to accomodate the project presentations. on 12/3, we will meet back in the regular classroom (C210), but will also go from 4-6pm. The final project reports are due 12/5.

11.25.2003: uploaded lecture 13 and lecture 14 slides.

11.19.2003: uploaded homework 12: Summary of a large software company. Due 11/26. Please fill out the following templates: PPT presentation and Excel tearsheet and cite your sources. Here's an example "best practice" completed assignment from Brian P. (PPT, Excel).

11.10.2003: uploaded lecture 12 slides: Valuation and Start-up Strategies.

11.07.2003: uploaded homework 11 - Walnut Venture Associates(A): RBS Group case study questions (Due 11/12)

11.04.2003: uploaded lecture 11 slides: Creating Barriers with IP.

10.31.2003: uploaded homework 10 - Cadence vs. Avant! case study questions (Due 11/5)

10.28.2003: uploaded Prof Messerschmitt's Open Source lecture. As followup reading, here are some pointers to articles Prof Messerschmitt mentioned in class:

Homework

For the homework assignments please make our life easier by doing the following:
  • Subject line on the email should be: 290T Homework #n
  • Simply include answers as plain text in email, make sure your name is in the email
  • Label each answer with question number
  • Use bullets and phrases, no one reads English prose anymore, but be prepared to articulate and defend your answer well.

Assignments:

Course Schedule

Details are still being worked out, but here is draft course schedule.
Date Topic(s) Readings Comments
August 25 Course Overview, Overview of Software Industry Chapter 1, 2
August 27 Software market segments, Software development Identify trends & opportunities in SW industry; Chapter 5
September 1 NO CLASS - Labor Day
September 3 Discuss trends & opportunities in SW industry Chapter 9
September 8 Identifying market opportunities, value to revenue Documentum, Inc.
September 10 Case discussion
September 15 Business Models & business plans ProfitLogic
September 17 Case discussion, Guest speaker: Bob Dahlberg
September 22 Evolution of business models Collabrys, Inc.: The Evolution of a Startup
September 24 Case discussion Project proposals due
September 29 from business models to business plans Kana Communications
October 1 Case discussion
October 6 Bundling HW/SW Network Appliance (A)
October 8 Case discussion
October 13 Creating a Sustained SW Business Wind River Systems; Chapter 4
October 15 Case discussion, Guest speaker: Jerry Fiddler
October 20 teams and process in software Microsoft: Competing on Talent; Chapter 3 Project checkpoint
October 22 Case discussion, Guest speaker: John Fernandes
October 27 Open source, Guest speaker: Dave Messerschmitt Sun Microsystems, Inc: Solaris Strategy
October 29 Case discussion
November 3 Creating Barriers with IP Cadence vs. Avant!
November 5 Case discussion, Guest speaker: Paul Lippe
November 10 Valuation and Start-up Strategies Walnut Venture Associates (A) : RBS Group
November 12 Case discussion, Guest speaker: Dana Settle
November 17 valuation, exit strategies
November 19 Exit strategies
November 24 wrap up
November 26 NO CLASS - Thanksgiving
December 1 Project presentations in 540AB Cory Hall
December 3 Project presentations
Last updated October 21, 2003
(c) 2003
Niraj Shah, Kurt Keutzer
The Course
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Links
:: Prof. Keutzer's homepage
:: MOT Progam