Wednesday, December 29, 2004
Friday, December 24, 2004
I remember meeting Louis Borders on the eve of WebVan's launch. He showed us the workstations they would use to track the locations of their delivery trucks. In fact, I think I saw one of those trucks yesterday in Austin, but the WebVan logo had been replaced with that of a local florist. Good luck, Ocado!
Thursday, December 23, 2004
"—Paul Kedrosky (UCSD)
Wired editor Chris Anderson ... managed to sell The Long Tail to Hyperion for just over $500,000. It's a book-length version of a meditation he wrote for his own magazine about the end of the 'mainstream' in culture. 'Jaws hit the floor over how much they paid,' says one source whose house was outbid. Watch for the Wired trend story: The tech-book boom is back!
Wednesday, December 22, 2004
Tuesday, December 21, 2004
Monday, December 20, 2004
The Return of the Daytraders is surely the Third of the Four Horsemen of Bubble 2.0, the first two being the Return of Dumb Money and the Return of Mary Meeker.
Sunday, December 19, 2004
Saturday, December 18, 2004
Chucky: A growing number of people are borrowing against their homes to invest in the stock market."—Reuters via Yahoo! News
I knew a guy who borrowed against some of his Bubble 1.0 options to buy more shares in the same company on margin. Need I go on?
Friday, December 17, 2004
Why? Because that's what media stars do in tech bubbles.
Thursday, December 16, 2004
Wednesday, December 15, 2004
Monday, December 13, 2004
Excellent to see Bubble 1.0 poster child Netpliance, which in 2001 took the remaining $53M left over from its IPO, dropped the whole "Internet apppliance" thing, and started a new life as TippingPoint, finally make good.
Wednesday, December 08, 2004
Good to see, but we have a long way to go before we're back to this. Keep it going!
Tuesday, December 07, 2004
This was originally written by the wife of a friend of mine in 1998. Download the updated guide and play along at home!
Monday, December 06, 2004
Deutsche Bank eats their young.
Note OSTK chart at right. Bubble on!
Sunday, December 05, 2004
Wait, is this the new normal or the new new normal? I can never tell the difference.
Friday, December 03, 2004
If you have to ask...