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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 | 216

Big Up Move

May 25, 2012| 

I hold by the view of a final move up to the 1500s, likely getting close to or at new highs, a triple top of the 1550-ish level hit in 2000 and 2007. I now see other... Read »

Five Lessons from the Facebook (FB) IPO

May 22, 2012| 1

Facebook: Fakebook, FailBook, FacePlant, pick your favorite euphemism for the epic fail tepid offering on Friday (it hasn’t failed, yet, although perception... Read »

Final Market Rally: Market Bounces Off Key Support Level

May 22, 2012| 

The market bounced off S&P 1292 on Friday’s “Faceplant Day”. This is a key level, since it marked the peak of the initial Wave 1 rally off... Read »

Will The Stock Market Run to New Highs?

Mar 20, 2012| 

This chart, courtesy Contrarian Advisor, provides a great view of where we are, and it predicts that the S&P gets to above 1500, if not to 1600, in fairly short... Read »

Has Apple (AAPL) Peaked?

Mar 18, 2012| 4

I was day-trading Google (GOOG) around 2007 when it went parabolic and then fell like a rock. A warning shot for what happened to the market in 2008. Been playing... Read »

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 »

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