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Alpha tech oct '11 final

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Alpha tech oct '11 final

  1. 1. Antrak Ca p i ta lBuilding  Technology  Companies  in  an   Economic  Storm  
  2. 2. A  period  of  uncertainty  &  change     Images  of  oil,  gold  &  coal                  
  3. 3. The  western  world  is  under  pressure   FTSE  100  &  Dow  30  10  year  return  
  4. 4. Developing  world  is  driving  growth   Emerging  markets  return  compared  to  The  Dow  
  5. 5. But  out  of  Adversity…  
  6. 6. Great  companies  can  grow  The  Long   The  Great   Oil  Crisis   Early  80’s  Depression   Depression   1973-­‐1976   Recession  1873-­‐1895   1929-­‐1939   1980-­‐1983  •  IBM   •  Texas   •  MicrosoQ   •  Sun  •  Merck   Instruments   •  Apple   •  Amgen  •  GilleHe   •  HP   •  Genentech   •  E*Trade  •  Johnson   •  20th  Century  Fox   •  Autodesk   Controls   •  United   •  Adobe  •  GE   Technologies   •  BMC  SoQware  •  AT&T   •  EA  •  AbboH   •  Symantec  •  Eli  Lilly  •  Bristol  Myers  •  PPG    
  7. 7. Why?  
  8. 8. Emerging  becomes  mainstream   Out  of  each   downturn,  new   technologies  have   emerged,  grown  &   become  common  
  9. 9. Opportunity  
  10. 10. People’s  drivers  are  changing  
  11. 11. Seize  the  Opportunity   Talent  is  looking     Business  resources   Rapid  adopYon  of   readily  (and  cheaply)  emerging  technologies   available   Growing  new  markets  
  12. 12. Your  Reality  •  FOCUS!       –  You  shouldn’t  even  noYce  there  is  a  downturn  •  Assemble  a  fantasYc  team   –  Outsource  the  rest  •  Build  a  great  product  that  the  market  needs  •  Make  sure  you’re  funded  sooner  rather  than   later…  •  If  the  model  struggles  to  get  tracYon,  change  the   model  –  quickly…  
  13. 13. Get  Building  
  14. 14. Antrak Ca p i ta l Kevin  Douglas    kd@antrakcapital.com   @kduk  

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