Dot-com bubble
Could Bernanke kill the tech boom? Could Greece?
June 21, 2011: 12:12 PM ETBy Kevin Kelleher, contributor
Silicon Valley boosters swear there's no tech bubble, but maybe that's because they've all been living in one.
FORTUNE -- For all the talk this year about a tech bubble, there is surprisingly little agreement. On the one hand, valuations of hot web companies are irrationally high; on the other big tech valuations are inexplicably low. On the one hand, the number of overpriced IPOs in 2011 is nowhere near that of 1999; but on the other, most of the speculation is happening on private markets. On the one hand, stocks of recent debuts like LinkedIn (LNKD) and RenRen (RENN) are down from their initial highs; but on the other they are still expensive by any sensible measure.
Even with recent IPOs down from the high points of their oh-so-brief histories, It's safe to say there is a small-scale tech bubble in the making -- relatively contained, but unsettling nonetheless. The better question is how big it could get. Will it metastasize like the dot-com frenzy of 1999? Will there be little demand beyond marquee names like Groupon, Zynga or Twitter? Will an imminent Facebook IPO pour fuel onto the bonfire, or simply mark the culmination of what will prove a modest brushfire? More
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If it looks like a bubble and walks like a bubble...
Tech luminaries who point to all the bubble talk as proof we know more this time around may need a history lesson.
FORTUNE -- Marc Andreessen reportedly said this today at the AllThingsD conference: "A key characteristic of a bubble is that no one thinks its a bubble … If everybody's upset, it's a good sign . . . I hope there are lots of bubble stories."
The trouble with his declaration is MORE
Dan Mitchell, contributor - Jun 2, 2011 6:25 PM ETPosted in: Business, Dot-com bubble, Jason Pontin, LinkedIn, Marc Andreessen, Microsoft, Real estate bubble, TechCrunch -
Shouting into the unfunded abyss
When the founder of an unheralded startup offered a cri de coeur about the inanities of the funding process, he heard hundreds of voices crying back.
FORTUNE -- If there is a tech bubble, it certainly hasn't given lift to Adam Neary. Neary is the CEO of Profitably, a financial analysis service for small businesses. It doesn't feature check-ins, a bespoke social network, or a game layer. Its cofounder hasn't crashed MORE
Chadwick Matlin - May 6, 2011 12:54 PM ETPosted in: Adam Neary, Business, Dot-com bubble, New York Angels, Profitably, small business, social network, TechCrunch -
Bubble babble
The only thing more important than whether there is a tech bubble: why we're so obsessed with one.
FORTUNE -- I'm calling a top to the pundit bubble. All week, spurred by Color's gaudy valuation, the tech and economic punditry have continued their months-long monologue about whether or not we're in a tech bubble. Back and forth they went, inflating nothing but their own self-importance as they jostled to be the one MORE
Chadwick Matlin - Apr 1, 2011 12:10 PM ETPosted in: App Store, Dot-com bubble, Eliot Spitzer, Eric Schmidt, Facebook, Henry Blodget, iPad, Jason Calacanis, LinkedIn, NASDAQ, Zynga -
The implications of too much VC money and too little startup talent
From mass raises at Google to angels oversubscribing the latest hot startup, Silicon Valley is flush with cash, but short on talent. Believe it or not, that's mostly a good thing.
By JS Cournoyer, contributor
The world of early stage investing is changing in ways that are reminiscent to the tech bubble of 1999. As Fred Wilson points out in "Storm Clouds" that investors are behaving badly, making $5M to $15M MORE
Nov 16, 2010 12:03 PM ETPosted in: Angel investor, Business, Dot-com bubble, Facebook, Fred Wilson, Google, Gowalla, Microsoft, Silicon Valley, venture capital, Victoria Cross
