Dotcom bubble 2.0 - 2011, the next dotcom bust?
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Instagram’s billion-dollar sale to Facebook raised eyebrows Monday, renewing cries of a new tech bubble.
Instagram's Buyout: No Bubble to See Here
Facebook buys Instagram
Marc Andreessen Says There’s No Bubble. But He’s Happy if You Think There Is. – AllThingsD
Marc Andreessen doesn’t buy the bubble talk. Which is fortunate, since he’s in the business of investing in the kind of companies that tend to generate some of the bubble talk. But even if you think Andreessen’s just talking his book, it’s certainly worth listening to him talk. Here’s the case he laid out at D9 Wednesday night:Marc Andreessen on the Dot-Com 'Bubble' - NYTimes.com
Contrary to all the recent hype about a bubble, you’ve said that tech companies are actually undervalued. So in true 1999 fashion, should I take my life savings out of mutual funds and toss it into tech stocks? I’m certainly not an investment adviser, but on a 30-year basis, these things are cheap . If you compare how big industrial companies like G.E. are valued compared with big tech companies like Microsoft, Cisco, Google and Apple, tech stocks have never been valued more poorly in comparison. So not only is there no bubble — these prices are reflective of the fact that the market still hates tech. This bubble talk is about everybody being unbelievably psychologically scarred from 10 years ago.
By Venture Capital Dispatch For those who say the current buzz around hot technology companies is reminiscent of the weeks and months just before the dot-com bust, Peter Thiel has a message: It’s not even close. “It doesn’t feel anything like that,” the longtime investor told Stacey Delo of the Wall Street Journal Digital Network in an interview.
Peter Thiel Knows Bubbles, And This Is ‘Not A Bubble’ - Venture Capital Dispatch - WSJ
Debating the Tech Bubble with Steve Blank: Part II // ben's blog
“A tech bubble is the rapid inflation in the valuation of public and private technology companies that exceeds their fundamental value by a large margin.” So I looked to find evidence to support the bubble hypothesis. I found the opposite.
There has been lots of chatter about a technology bubble in Silicon Valley. LinkedIn’s initial public offering , Groupon’s upcoming I.P.O. and bloated start-up investments and valuations are bringing back painful memories of the dot-com bubble’s burst roughly a decade ago. But this time there is no bubble, says Peter Thiel, the PayPal co-founder , early Facebook investor and hedge fund manager.
Thiel: Tech Bubble? What Tech Bubble? - NYTimes.com
special mention to @chris for this one :) by Jun 8
P rofessional networking trailblazer and billionaire Reid Hoffman yesterday downplayed talk of another Internet bubble, saying he believes in the promise of technology to continually deliver innovation.
LinkedIn CEO: No Web bubble - BostonHerald.com
Erick Schonfeld is a technology journalist and the former Editor in Chief of TechCrunch. At TechCrunch, he oversaw the editorial content of the site, helped to program the Disrupt conferences and CrunchUps, produced TCTV shows, and wrote daily for the blog. He joined TechCrunch as Co-Editor in 2007, and helped take it from a popular blog to a thriving... → Learn More With valuations for tech companies going through the roof from Facebook on down to Dropbox , the endless bubble debate sees no end .
The Endless Bubble Debate: Kedrosky Vs. Wadhwa | TechCrunch
By Josh Rampant speculation. Overvaluation. Unrealistic growth expectations. With such language being used to describe current market conditions we can’t help but wonder – are we headed for another Dot-Com bubble? FeeFighters teamed up with our buddies at Kissmetrics to produce the infographic to help you decide whether we’re in a bubble or just a boom.
Tech Boom or Bubble? Take a Look at the Data!
When a member of the old guard barges into their cozy backyard, the Digerati jump up and strike indignant poses. And when the intruder’s point is missed, its author gets crucified. This is what happened to Bill Keller , the New York Times’ executive editor, when he dared to write a column critical of Twitter. In short, Keller’s well-documented piece, titled “ The Twitter Trap “, contends the medium’s shallowness encourages superficial exchanges to the detriment of in-depth discussions.
Trifling Twitter | Monday Note
says who? Someone who said FB would never make any money in 2008? I wouldn't bet so quickly against people like KPCB... by May 31
"Officially, Twitter has 200 million users and is valued $3.7bn valuation. Now, let’s get back to Earth. Over the last 18 months, traffic has stayed flat. " by May 30
The “are-we-or-aren’t-we” question comes up so often now that it is almost becoming an act of pure faith. However PwC have attempted to bring some facts to the table . Detecting bubbles is notoriously difficult until after the event.
Are We In an Internet Bubble? Part 94 - Tech Europe - WSJ
By Ashlee Vance As a 23-year-old math genius one year out of Harvard, Jeff Hammerbacher arrived at Facebook when the company was still in its infancy. This was in April 2006, and Mark Zuckerberg gave Hammerbacher—one of Facebook's first 100 employees—the lofty title of research scientist and put him to work analyzing how people used the social networking service. Specifically, he was given the assignment of uncovering why Facebook took off at some universities and flopped at others. The company also wanted to track differences in behavior between high-school-age kids and older, drunker college students.
Just a word of Advice, If you use a cool looking icon for your pearltrees your views will blast off. Thats what I did & I got so many views it's insane. Just a Thought, thats all! Nice to see your working hard here & nice to meet ya. by cloudexplorer Jul 16
My take: nop. Just look at fundamentals: ad online market, cash in tech giants, time spent on the Internet > TV for the first time this year by PED Jan 5