Is There An Online Ad Bubble?
Grok Headline matches for Is There An Online Ad Bubble?
Online music bubble to burst by year end
Online music bubble to burst by year end
01/28/2004 09:44 PMForrester Research predicts the demise of the CD and a large reduction
in the number of online music stores.
Bubble or no bubble, that is the
question
Bubble or no bubble, that is the
question
04/14/2004 09:13 AM
"The real estate
bubble's gonna pop!" You seem to hear that all the time... But
dig deeper and you find that other people
don't even think there's a bubble. Others think there's a
bubble, but it's gonna
keep
growing. Then, just to make it interesting, you've got others who
said the bubble was going to pop
back
in 2002. Why is first-time home-buying this friggin'
difficult?!
One more bubble, please.
One more bubble, please.
04/29/2004 02:42 PM
Word
on the street is google has filled for an
IPO. Hot Damn!
UBL bubble
UBL bubble
01/04/2005 01:39 PMTim Bray points to a presentation by Brian Nielsen and Mikkel Hippe
Brun on how Denmark is adopting the OASIS Universal Business Language
(UBL). Tim writes: Check out slides 4 & 5: they estimate the annual
savings achievable from invoicing in UBL at somewhere between €100M
and €160M. I may be out of step with the crowd but it seems painfully
obvious to me that UBL is going to be huge and I don’t understand why
more technology vendors (including my employer) aren’t refocusing
their e-business strategy around it....
Pop Goes the Bubble
Pop Goes the Bubble
06/02/2004 08:03 PM
Is a Market
Disaster Immement? The Federal Reserve has confirmed [a] Stock
Market Crash forecast by raising the Money Supply (M-3) by crisis
proportions, up another 46.8 billion this past week. What awful
calamity do they see? Something is up. This is unprecedented,
unheard-of pre-catastrophe M-3 expansion. M-3 is up an amount that
we've never seen before without a crisis
Ready for the Next Bubble?
Ready for the Next Bubble?
04/28/2004 01:10 PMWhat does it mean for the economy if the housing bubble bursts?
It's Maybe a Bubble, but a Selective One
It's Maybe a Bubble, but a Selective One
02/05/2005 09:04 PMIs the Internet bubble half empty or half full? The tale of two
trajectories among Internet leaders like Google and eBay has prompted
a debate.
Five Years After the Bubble
Five Years After the Bubble
04/15/2005 11:58 AM
F
ive Years After the Bubble is a collection of ten links from the
perspective of those who were neck deep in the whole thing.
I found the link while reading up on
Andy Kessler, who had an
interesting
piece in today's WSJ, and is giving away his new book.
Bubble Trouble 1.0.2
Bubble Trouble 1.0.2
02/12/2004 05:00 PMGive that cranky crab from “The Little Mermaid” a run for his money.
Bubble Snooker 1.0
Bubble Snooker 1.0
05/14/2004 04:49 PMA game that combines the best features of Bubble Shooter, Pool, and
Arcanoid.
Is China the Next Bubble?
Is China the Next Bubble?
01/18/2004 06:03 PMRecent excesses suggest that China may be in a bubble now, especially
on the investment side of the economy.
The Bubble About to Burst
The Bubble About to Burst
04/09/2004 04:02 PMIf you haven't refinanced your home yet (we've refinanced twice in the
past two years), you're running out of time:...
The Google Bubble
The Google Bubble
04/26/2004 05:27 PMEveryone's talking about Google because the company has to release
some key financial data this week, causing lots of folks to assume an
IPO filing is in the works. No doubt that's true, but I keep wondering
why -- except to make the insiders happy -- this IPO is going to
happen at this stage.
Here we have a successful company, making (reportedly) tons of money
and investing it wisely. Does Google need the distraction an IPO will
bring as much as the insiders -- especially the venture capitalists --
crave the cash-out?
More on this in the next few days...
"Leaks in the Wi-Fi Bubble"
"Leaks in the Wi-Fi Bubble"
11/17/2003 03:01 PM The San Jose Business Journal looks at cut backs at Trapeze and
Vivato, referring to the setbacks as "leaks in the Wi-Fi bubble": The
story also looks at Cometa's scaled down ambitions and is the fist
place I've seen a Cometa spokesperson note that the company's original
plans were overly optimistic. Cometa has gotten some flack for
delivering on a slower pace but not admitting that its plans had
changed. The story also notes that Vivato has 40 customers, which is
more than I thought. I think the piece unfairly picks on Trapeze for
requiring customers to use its proprietary APs--all the WLAN switch
vendors require customers to use their APs. Otherwise they couldn't
offer all their whiz-bang features. But ultimately those whiz-bang
features may not be worth it for customers who don't want to replace
existing APs or who don't like to feel forced to buy only a certain
AP. I keep reading about increasing sales at companies like Bluesocket
and Reefedge which both offer beefed-up security solutions to
customers regardless of the APs they use....
Frozen Bubble 1.0.0a
Frozen Bubble 1.0.0a
11/06/2003 05:02 PMMatch similarly colored bubbles to win.
The New Stock Bubble
The New Stock Bubble
04/13/2004 09:56 AMHere we go again: Stocks in unknown and untested tech and biotech
companies -- and supposed nanotech (my favorite new bubble category)
--are soaring. Price to earnings? Surely you're kidding about the
earnings part.
The market is frothy again. Even solid companies are selling way above
historical P/E ratios.
Be wary. You think Wall Street has totally cleaned up its act? Get
real. These guys are incorrigible.
If you're going to jump in again, you should at least be double-sure
that your broker's corporate parent isn't getting millions in fees
from companies it's pushing at retail. Of course, they're probably
working on some new way to con you.
Meanwhile, I've had lots of e-mails recently touting micro-capitalized
companies founded in in places like Nevada, headquartered in places
like the Cayman Islands and claiming big plans to make a huge score
in, say, China. Oh, sure, those have to be solid enterprises.
I'm sympathetic to most scam victims. But anyone who buys a stock
based on an unsolicited e-mail recommendation, or who even looks at
such a thing with any intention other than derisive laughter, is an
idiot who should not complain after losing his money.
Period.
Tech bubble banker down by law
Tech bubble banker down by law
05/06/2004 04:44 AMContempt for SEC sank Frank Quattrone
Bubble Gum in Kabul [Flickr]
Bubble Gum in Kabul [Flickr]
09/11/2004 02:13 AMFrozen Bubble for Series 60
Frozen Bubble for Series 60
06/03/2004 06:38 PMFirst release is out!
Who Cares About the Housing Bubble?
Who Cares About the Housing Bubble?
04/13/2004 10:07 AMA swig of Pepto and a small perspective shift is overdue.
Freddie Mac: No Housing Bubble
Freddie Mac: No Housing Bubble
07/30/2004 12:20 PMSalim Haji gets the scoop on why Freddie Mac believes that the U.S.
real estate market today is rational.
Lasting Benefits of the Dot-Com Bubble
Lasting Benefits of the Dot-Com Bubble
03/13/2003 10:24 AMBlogs Bubble Into Business
Blogs Bubble Into Business
01/28/2004 05:38 PMGreat in-depth article in Computerworld on how enterprise weblogs are
being adopted....
The Housing Bubble, Continued
The Housing Bubble, Continued
06/19/2004 12:14 PMMercury News (reg req): Economy
boosts valley home prices. The median price of a home in Santa
Clara County reached $590,000, up 20.2 percent from May 2003,
according to DataQuick Information Systems. A total of 2,149 resale
houses changed hands in the county last month, a nearly 30 percent
increase from a year earlier.
It's much more than the
economy at work here. It's a mindless, dangerous bubble that shows
what a short attention span human beings have when they are infected
with greed and/or panic.
This particular news story ends witha local public defender who found
a lender that offered a "zero-down" loan -- that is, loaned the full
selling price with no down payment. I can understand the borrower's
motive, though I think it's an incredibly risky move, but the bank
making this loan is just irresponsible. So is the real-estate industry
that promotes this kind thing, but that's par for the course.
Of course, the lender will now push this mortgage into the national
market, offloading it to some other company. This is how we have such
liquid markets, and the system was a boon in the past, greased as it
has been by the likes of Freddie Mac and Fannie Mae, the giant federal
home-loan operations that act as though they have the full faith and
credit of the U.S. taxpayer behind them even though they do not. But
it is not sustainable, yet nobody in power dares mess with this
machinery.
What we'll see eventually, if we don't find a way to slowly deflate
this bubble, is a massive collapse of the housing market that will in
turn spark a severe recession. The truly scary scenario, still not the
most likely but growing in probability every day, comes when falling
prices for housing lead to massive collapses in the financial
industry.
But if that occurs, the Fannie Maes and Freddie Macs and the
money-center banks with big exposure will be considered too big to
fail. We taxpayers will bail them out to the tune of several trillion
dollars, an amount that'll make the S&L bailout of the 1980s seem
tiny. And the only way that will work will be to re-ignite inflation
on an absolutely massive scale, because the only way to make it work
will be to ratchet up the money supply in unprecedented fashion.
This is a bubble. It will deflate. If it doesn't deflate gently, the
nation is in for the worst kind of pain.
Is the bubble coming back? It sure looks
like it
Is the bubble coming back? It sure looks
like it
07/29/2004 03:24 AMThe first sign was the $13 million investment in Friendster, a company
with millions of eyeballs but no visible business model or profits,
led by my old investors Kleiner Perkins and Benchmark. Then came the
hype and frenzy over the Google IPO, which is reportedly going to
value Google at something like $36 billion. Then I read earlier this
week about all the cash trying to get into VC funds, at the same time
that research shows: The optimal fund size, Professor Kedrosky and
others say, is a $250 million fund managed by four partners. "There's
25 years of data that shows that funds roughly this size give the best
returns, but it's like everyone went temporarily nuts for a while," he
said. The smaller the fund, Professor Kedrosky said, the more a firm's
partners can focus on individual companies, which often rely on
venture capitalists as much for advice and help as for cash
infusions..... Sequoia... ended up saying yes to only 82 of the
400-plus institutional investors who sought to give it money this
time, turning away around $2.5 billion in potential investments,
according to Mr. Romanello of Thomson It certainly seems like there is
a lot of money chasing a lot fewer good ideas. Not a good sign. Plus,
the Bay Area housing market has gone insane, and traffic is starting
to get bad again. There are lots of signs that we are headed towards
another period of irrational exuberance. I just hope the slope up is
flatter, so that the slope down will be as well. I also wonder what,
if anything, the Valley learned from the bust?...
Gadget Magazine bubble?
Gadget Magazine bubble?
01/26/2004 07:34 PMi think all magazine trends can be traced to opportunities that were
identified 18 months before their launch
Gadget Magazine Bubble
Gadget Magazine Bubble
06/07/2004 09:06 AMOm Malik picked up an issue of Primedia's Connected magazine
and was so disgusted by its lack of good gadget news and insight that
he did what no other angry internet writer would dare to do -- he
wrote a blog entry. Fortunately, Om knows what he's talking about,
especially when he compliments me and my online colleagues by claiming
that a simple aggregation of a few blogs collectively kicks the ass of
almost any dead tree magazine around. What's more useful to you:
publications with 90 day lead times or blogs that measure scoop time
by the minute? Thank god there are a few magazines out there doing it
right. I was pleasantly surprised by Mobile PC Magazine's recent
laptop comparison issue that used the paper format to show life-sized
pictures of each notebook's keyboard -- exactly the sort of thing that
leverages (synergizes!) the strengths of the paper medium. But for up
to the minute news, what's the point? The internet wounded magazines
years ago, and blogs have refined the technique to a deadly art.
(P.S. Magazine editors, I am available for freelance.)
Read [GigaOm]
Bubble Dreams Come True
Bubble Dreams Come True
12/22/2004 01:52 AMGrab your sock puppets, order some bags of dog food to be delivered,
and start selling pots and pans to the gold miners: Broadband usage
has passed dial-up in the United States! I bet all the people that Om
covered in Broadbandits must be rolling over in their prison cells....
Frozen Bubble For Series 60 0.90
Frozen Bubble For Series 60 0.90
06/08/2004 06:51 PMA Frozen Bubble port for Series 60 devices.
Housing Bubble, Continued
Housing Bubble, Continued
04/11/2004 01:19 PMMercury News: As offers pour in, cutthroat market a boon for
sellers. The fast-paced, competitive nature of this spring's
Bay Area housing market has participants and observers alike
speculating on the reasons -- particularly after three years of severe
job losses.
The story goes on to offer all the usual
reasons, such as a shortage of houses and low interest rates.
But there's another very good explanation: rampant speculation of
another kind, inducing panic buying like the kind that occurred in the
stock market in the late 1990s.
This is a bubble that will deflate eventually. It's happening
elsewhere, as this
NY Times story notes today.
The mania will end here, too, and it'll be ugly.
The Coming Corn Bubble
The Coming Corn Bubble
03/17/2005 03:37 AMWe really need to move to Ethanol-powered automobiles. And I
mean soon. Not because of energy efficiency, or to reduce farm
subsidies. People in America are getting really fat. We
need a more profitable product for corn than High Fructose...
Googlescape: Are we headed for Bubble
II?
Googlescape: Are we headed for Bubble
II?
02/13/2004 07:52 AMForrester Research CEO George Colony says the imminent arrival of
Google's IPO has generated too much hype and silliness.
Annals of the Housing Bubble
Annals of the Housing Bubble
05/21/2004 10:01 PMMercury News (reg req): Median
home prices pass half-million mark. The median price of resale
houses sold in the Bay Area reached $520,000 last month -- the first
time that figure has exceeded the half-million point.
Lunacy.
Bursting Motorola's Bubble
Bursting Motorola's Bubble
07/28/2004 02:33 PMA number of outlets are critical of the Motorola Wi-Fi/cell phone:
TechDirt and TheFeature emphasize how limited the phone's use will be
because it only operates on 802.11a. Also, as we noted yesterday, it
sounds like this platform would make a tough sell because it requires
APs from Avaya and Proxim or upgrades to existing Proxim APs. The
solution isn't ideal and neither is the HP/T-Mobile device, which
doesn't include voice capabilities over Wi-Fi. These are pretty
typical first attempts and they'll certainly improve with future
iterations. However, the enterprise solutions like Motorola's will
have a tough road ahead of them. Cellular operators are typically very
slow to embrace change, especially anything that may be perceived as
threatening their voice business, which voice over Wi-Fi may. I'll be
interested to see which operator Motorola actually launches this with
and which enterprises actually use it....
Bubble Golden Pack 2
Bubble Golden Pack 2
12/04/2003 08:28 AMThe Housing Bubble Builds
The Housing Bubble Builds
07/08/2004 02:12 PMThe real estate market remains strong despite rising interest rates.
I80 Color Bubble Jet Printer
I80 Color Bubble Jet Printer
05/04/2004 10:44 AMThis printer's portability and excellent output override our gripes
about the small and multicolor ink tanks. The only real issue is
price. By Niko Coucouvanis, MacAddict (via MyAppleMenu)
Pop Goes the Global Housing Bubble
Pop Goes the Global Housing Bubble
06/17/2005 04:21 PM
The Global Housing Price Bubble is bursting. Prices are
already declining in Australia and Britain. The Economist has another
story that outlines how a global bursting of this bubble
could be deleterious to the world's economy. The bubble is bigger than
the stock market bubble of the late 90s. Will there be a smooth
landing or will spending collapse when it cannot be funded on housing
price gains?
Bubble bursting for Napster
Bubble bursting for Napster
02/19/2004 02:19 PMAnalysts have predicted multiple casualties in the online music
business by year end. Napster 2.0 may be heading for the endangered
species list.
Grok Description matches for Is There An Online Ad Bubble?
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Is There An Online Ad Bubble?
