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Written by Mark Ashida
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Friday, December 18, 2009 |
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 Biggest Surprise of 2009: A pleasant surprise was the way our portfolio companies reacted quickly to the downturn. They made some very tough decisions but I think they became tougher, leaner and more focused – and so did we. Maybe that's the way we should be all the time, so let’s hope that the lessons stick with us.
Best Prediction for 2010: I think 2010 will be good for startups. Customers who deferred purchases in 2009 will come back into the market in 2010 with a renewed focus on infrastructure for improving basic platforms and efficiency. I think (and hope) that 2010 will be a good year for exits as well – whether by IPO or M&A. Virtualization and cloud computing will continue to mature but the transition will be measured for enterprises.
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