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Duncan Davidson

Affiliation: NetService Ventures

Duncan is an advisor to NetService Ventures, where he focuses on digital media and the mobile Internet.

Previously he was at four start-ups: Xumii, a mobile social service based on a Social Addressbook; SkyPilot Networks, the performance leader of wireless mesh systems for last-mile access, where he was the founding CEO; Covad Communications (Amex: DVW, $9B market cap at the peak), the leading independent DSL access provider, where he was the founding Chairman; InterTrust Technologies ($9B market cap at the peak), the pioneer in digital rights management technologies, now owned by Sony and Philips, where he was SVP Business Development and the pitchman for the IPO.

Before these ventures, Duncan was a partner at Cambridge Venture Partners, an early-stage venture firm, and managing partner of Gemini McKenna, a joint venture between Regis McKenna's marketing firm and Gemini Consulting, the global management consulting arm of Cap Gemini.

He serves on the board or is an adviser to Aggregate Knowledge (content discovery), Livescribe (digital pen), AllVoices (citizen journalism), Xumii (mobile social addressbook), Verismo (Internet settop box), and Widevine (DRM for IPTV).

Visit: Duncan Davidson's Blogs




Duncan Davidson's Latest Articles | 211

Trendlines and Timing Point to a January Top

Jan 18, 2012| 

The seasonal pattern has a general rise in stocks from November to May, and we are seeing the market so far conform to that pattern. Usually within it is a February... Read »

Santa Rally in the Nick of Time

Dec 24, 2011| 

We didn’t see a rally from the 2d week of December on, when it often arrives and shows strength. Instead, we have started the Classic Santa Rally, which comes... Read »

This Time the Tech Boom is Driven By Reality

Mar 2, 2011| 

Last time, the dot-com boom was driven by a frenzy over gaining eyeballs. Valuations went through the roof well before revenues. This time the hot companies are... Read »

Dollar Double Tests the Trendline

Mar 1, 2011| 

At the start of February, on Groundhog Day, the Dollar came down and tested a trendline that has provided resistance since Bear Stearns Day in 2008 (the day Bear... Read »

Get Ready to Party Like it is 1995

Feb 21, 2011| 

1995 was one of my favorite years. Silicon Valley had been in a funk for over a decade, with a fading memory of the last tech bubble, the PC IPO craze that flamed... Read »

Inside the Numbers: ISM Reports and the Great Margin Squeeze

Feb 12, 2011| 

Richard Fisher, head of the Dallas Fed, flagged the risk of monetizing government debt and bashed the government for out of control spending. He felt the Fed was... Read »

You Know Global Warming is Over When …

Feb 2, 2011| 1

MSNBC (not Fox!) blames the food riots in Egypt on “speculation” not Global Warming (ie. food shortages due to unusual weather such as the Russian summer... Read »

What the Big Mac Index Says About Inflation

Feb 2, 2011| 

I was shocked to hear from a friend that a Big Mac in Philly now costs $7. I haven’t kept tabs, being long-past my kids’ Happy Meals days. The Big Mac... Read »

BRIC-A-Brack

Feb 1, 2011| 

The BRICs are a’ breaking, with three of four sharply down and below their 200 DMA, indicating a trend change to a protracted bear market. Russia is now largely... Read »

QE2, Inflation and the Great Margin Squeeze

Jan 28, 2011| 

Don’t confuse speculation with inflation Global food prices are soaring. Market speculation fueled by QE2 as well as one-off events like the Great Queensland... Read »

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