Wednesday, October 06, 2004

Is This a Bubble Yet?: "Q: Did the Google IPO get you guys excited? A: It was remarkable to see the execution. It impacted the valuation and was a good opportunity for investors. Big investors wanted to know more about then auction model than the business model. Then they started asking about the lock-ups rather than the business numbers. The panel thinks the current valuation is reasonable and..."—Jeremy Zawodny (Yahoo)

October 6, 2004, 1:03pm PDT: Bubble 2.0 becomes self-aware.