Posts tagged as:

bubble

More movement — Om Malik goes solo

by Mathew on June 12, 2006 · 4 comments

Scoble says that “great journalists call,” so I tried Om Malik’s number a bunch of times, but it’s been busy for a long time now — which could mean that lots of other people are calling too, to try and confirm the latest rumour. In the wake of the Scobleizer’s departure from Microsoft, the word [...]

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Bubble Zen: When is a bubble half-inflated?

by Mathew on January 28, 2006 · 5 comments

Lots of talk in the blogosphere about Chris “Long Tail” Anderson’s piece on The New Boom in Wired magazine. In it, Chris says point blank that what we’re all seeing — the multiple VC rounds for startups with virtually no revenue, the $30-million buyouts of del.icio.us, not to mention the $4-billion or so for Skype [...]

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Does Google rhyme with “bubble?”

by Mathew on January 7, 2006 · 1 comment

It’s always fun to see brokerage analysts one-up each other with price targets – all the while maintaining the illusion that the latest outrageous figure is ‘based on fundamentals,’ or represents a ‘pretty attractive multiple’ based on projected profits 10 years down the road. Mark Stahlman of Caris & Co. is the latest to play [...]

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Jason McCabe Calacanis = Bubble 2.0

by Mathew on December 31, 2005 · 1 comment

Does the fact that Jason Calacanis — of Weblogs Inc. — is successful again mean that we’re in another Web bubble? For many people in Silicon Valley in the late 1980s, Jason was a dot-com poster boy, as a profile in Wired points out. He built a photocopied and hand-delivered gossip sheet into an industry-leading [...]

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Does Steve Case want AOL back?

by Mathew on December 10, 2005 · 4 comments

Cynthia Brumfield over at IPDemocracy.com points to a fascinating opinion piece by AOL founder Steve Case that appears in Sunday’s Washington Post (which obviously appears on the website Saturday night). In the piece, Case argues that the merger between America Online and Time Warner — which was actually a $165-billion acquisition of Time Warner — [...]

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