Capital Relations and Fortune Telling

April 25, 2006 on 12:43 am | In General, Network Theory | 3 Comments

Relational capital is a continued topic of interest in the VC community. Kleiner, Perkins, Caufield, and Byers alert us to the importance of investor relations on their main Web Page: “These relationships are the foundations for strategic alliances, partnership opportunities, and the sharing of insights to help build new ventures faster, broader, and with less risk. Think of it as ‘relationship and venture capital.’”

As a child, I recall my grandmother reading Turkish coffee cup patterns flipped over on its saucer - blots indicated patterns that were read similar to tea leaves. These patterns had no contextual roots and seemed akin to fortune telling, but she was pretty darn accurate. How can we learn from patterned relationships using LinkSViewer Maps? There are two main points here: (1) Knowing how to select the right maps; (2) Knowing how to interpret these maps. Together this formula is a form of “capital fortune telling.”

LinkSViewer is designed to translate relational capital into $ in the investing world using network maps. Who are the best companies? Who are the best investors? What mergers and acquisitions are viable? This can be visualized using network analysis. Let’s look at a typical example: Continue reading Capital Relations and Fortune Telling…

Google Relational Capital Analysis

April 14, 2006 on 12:03 pm | In Company Analysis, Network Theory | 3 Comments

This post is an example of a Company Analysis. The results indicate that Google is a high relational capital company based upon evidence of high company clustering and high investor clustering. The format of this post references applicable LinkSviewer maps for Google as well as other related companies and investors. Google Network maps are shown below and can be clicked on to enlarge and interact in a separate window:

Google Relational Map

Google has a dense relational network map. From this map, there are is high connectivity between investors (especially Sequoia & Kleiner Perkins). There are also key pathways between investors (all investors are connected beyond Google). More information can be gleaned from Company and Investor Maps. Continue reading Google Relational Capital Analysis…

What is Relational Capital?

April 12, 2006 on 2:52 pm | In General, Network Theory | 13 Comments

As I examine countless Relational Maps on LinkSViewer, I notice patterns in various companies and investors. This calls to mind a basic premise of Relational Capital as the value-added function of network ties. But what precisely is Relational Capital and how can one go about finding it?

From a social network perspective, the similar concept of Social Capital is defined by Nan Lin (2001) as “Investment in social relations with expected returns in the marketplace.” Social capital is said to form the basis of democratic society, whereby humans offer their ties to others as a means of goodwill and reciprocated exchange. There are certainly a myriad of definitions of social capital and as of late the term has been watered down to include virtually anything related to social networks that has a value-added component. For example, social capital has been popularized by Robert Putnam’s “Bowling Alone” (2000) hypothesis which purports that social capital in the form of civic engagement is on the decline in the US. More recently, social networking on the Internet has reinvigorated the spirit of social capital, albeit in a different form: Relationship Capital Management.

Continue reading What is Relational Capital?…

Maps for Silicon Valley’s Big 150

April 12, 2006 on 3:48 am | In General, In the news | 1 Comment

The Big 150 was just released - a list of the biggest 150 companies in Silicon Valley. I went through our database to see how many of them we had maps for and attached the links below. Some maps aren’t extremely interesting because the company has very few investors and/or investments, but others display some interesting investment networks. Click on the links to see the live maps in LinkSViewer 1.2 (Registration Required - Free), and leave some comments if you find anything that interests you. We can start other posts about specific networks of interest from this list if requested. Thanks to Silicon Beat for the post.

Big 150 LinkSViewer Maps

1. Hewlett-Packard

2. Intel

3. Cisco Systems

4. Apple Computer

5. Oracle

6. Sun Microsystems

7. Sanmina-SCI

8. Calpine

9. Solectron

10. Applied Materials

11. Google

12. Agilent

13. AMD

14. Synnex

15. Yahoo

16. Franklin Resources

17. eBay

18. CNF

19. Maxtor

20. Symantec

21. Robert Half Int’l

22. Bell Microproducts

23. Knight Ridder

24. Electronic Arts

25. Granite Construction

26. Nvidia

27. SanDisk

28. Intuit

29. Adobe Systems

30. Juniper Networks

31. Gilead Sciences

32. KLA-Tencor

33. Spansion

34. National Semiconductor

35. Network Appliance

36. LSI Logic

37. Atmel

38. Maxim Integrated

39. VeriSign

40. Xilinx

41. Palm

42. Siebel Systems

43. Varian Medical Systems

44. Lam Research

45. Novellus Systems

46. Cadence Design

47. BEA Systems

48. Altera

49. Linear Technology

50. Synopsys

51. McAfee

52. JDS Uniphase

53. Cypress Semiconductor

54. Quantum

55. Lexar Media

56. Mercury Interactive

57. Trimble Navigation

58. Varian

59. Hyperion Solutions

60. West Marine

61. Plantronics

62. Netflix

63. Komag

64. Silicon Graphics

65. Intersil

66. Brocade Communications

67. Coherent

68. Verifone Holdings

69. Asyst Technologies

70. Electronics for Imaging

71. OmniVision

72. Integrated Device Technology

73. Tibco Software

74. Credence Systems

75. NetGear

76. Covad Communications

77. Silicon Storage

78. Openwave

79. Foundry Networks

80. Zoran

81. Extreme Networks

82. Adaptec

83. Affymetrix

84. Finisar

85. Essex Property

86. California Water

87. Ariba

88. WebEx

89. Kyphon

90. PMC-Sierra

91. Dionex

92. PDL Biopharma

93. Borland Software

94. Informatica

95. Genesis Microchip

96. Harmonic

97. IXYS

98. Serena Software

99. Micrel

100. Bookham

101. Intuitive Surgical

102. PortalPlayer

103. Equinix

104. Landec

105. Rackable Systems

106. Synaptics

107. Silicon Image

108. Mattson Technology

109. Stratex Networks

110. Align Technology

111. Macrovision

112. Integrated Silicon Solution

113. TiVo

114. NetIQ

115. DSP Group

116. Connetics

117. Atheros Communications

118. ESS Technology

119. Symmetricom

120. Molecular Devices

121. SJW

122. Actel

123. Glenborough Realty

124. Coast Distribution

125. Interwoven

126. iPass

127. SiRF Technology

128. Avanex

129. Applied Signal Technology

130. Rambus

131. Magma Design Automation

132. Exponent

133. Redback Networks

134. Ultra Clean Holdings

135. Power Integrations

136. Aviza Technology

137. Intevac

138. SonicWall

139. Blue Coat Systems

140. Photon Dynamics

141. Agile Software

142. FoxHollow Technologies

143. Laserscope

144. Nektar Therapeutics

145. Terayon Communication

146. Ultratech

147. Omnicell

148. Mission West

149. Packeteer

150. Trident Microsystems

Xilinx acquires AccelChip (2006)

April 12, 2006 on 1:45 am | In Mergers & Acquisitions | No Comments

In 2006 Xilinx acquired AccelChip. Xilinx is a leader in complete programmable logic solutions. AccelChip was the industry’s only provider of MATLAB-based algorithmic synthesis solutions, including its DSP library of algorithmic IP. Here is the network map for these two companies’ networks.

Xilinx AccelChip Hybrid Relational Map

Continue reading Xilinx acquires AccelChip (2006)…

Welcome to capitalBLOG! Have a map.

April 11, 2006 on 8:05 pm | In General | 7 Comments

Welcome to capitalBLOG. Here is your first view; LinkSViewer’s Relational Map for Google’s network of active companies. Some say a picture is worth a thousand words, but we think they underestimated. Stay tuned for frequent future posts about interesting Silicon Valley VC network relationships.

Click on the map to see a live full-size version:

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