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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

Will Tesla’s Stock Hold Up Past Lockup?

Dec 26, 2010| 

Tesla Motors (TSLA) comes off lockup Monday. Shares available for trading will triple Monday. Typically a potent IPO will fall, as venture investors take profits. In... Read »

Is the Great Recession Grinch Coming to Australia?

Dec 24, 2010| 

It has been a freaky season in Oz. First, snow fell on December 19, almost giving them a White Christmas – and December is the start of their summer. Next,... Read »

How’s That Net Neutrality Thing Working Out?

Dec 23, 2010| 3

The free-wheelin’ days of the Internet are numbered. The Internet now becomes subject to Federal encroachment with the new net neutrality regs. It is not clear... Read »

Santa Rally Rides Through Storm Clouds of Market Extremes

Dec 22, 2010| 

Don’t fight the Santa. Markets are at sentiment extremes, at the highest levels since October 2007 just before the all-time top, and this has led the punditry... Read »

Bulls Take Note: Tax Deal Won’t Stimulate Much

Dec 19, 2010| 

There is much less stimulus than touted in the press. Political posturing has resulted in poor policy. Funny to watch the erstwhile critics of the Bush tax cuts... Read »

QE and Stocks: The Japanese Experience

Dec 16, 2010| 

Since QE2 was pre-announced in late August, stocks have been on a tear. They pulled back a bit when QE2 was announced in early November, but have since continued... Read »

QE2 Report Card

Dec 15, 2010| 

A plethora of reports on QE2 are coming in with low grades. It launched to a bumpy start, and many observers thought it wouldn’t have much of an impact in... Read »

The Tech Boom is Showing Up in the Nasdaq

Dec 14, 2010| 

I have been writing about the tech boom that is emerging in Silicon Valley. Beyond the anecdotes, the boom is showing up in indexes of private company valuations... Read »

Iceland or Ireland

Dec 13, 2010| 

It is not often in economics one can get a realtime test of two different theories, but we have one right now with how Iceland and Ireland have handled their debt... Read »

Dogs of the Dow are the Cat’s Meow

Dec 9, 2010| 

Bespoke highlights the Dogs of the Dow strategy – buying the 10 Dow stocks with the highest dividends at the start of each year. The Dogs outperformed the... Read »

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