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Monthly Archives: January 2006
Media Bubble: Intriguing and Troubling
In the wake the Web 2.0/VC dialogue over the weekend, there are a couple posts (Scott Karp, Jack Shafer exploring how blogs are maybe attacking the foundations of the newspaper industry because of bloggers ability to establish themselves and reach out to millions of potential readers at little cost. Karp focuses on how the proliferation [...]
A New VC Model?
Web 2.0 may not be a bubble yet but there are intriguing, if not troubling, signs that the inmates want to take over the prison. Dave Winer's call to remove VCs from the formula has some merit but it assumes investors in a publicly-traded venture company will have faith that the people running it are [...]
Posted in Main Page, Venture Capital, Web 2.0 4 Comments
Boom vs. Bubble
Chris Anderson has a thought-provoking story in Wired
arguing the technology sector's revival is a boom, not a bubble -
citing the industry's maturity, the lower cost of bandwidth and and
computing, and lower capital requirements. It's a reasonable argument
but I would suggest no one in Silicon Valley should pat themselves on
the back too heartily for being so [...]
Posted in Main Page, Venture Capital, Web 2.0 Leave a comment
An Microsoft xPod?
So Microsoft's thinking of developing an iPod-killer? So says BusinessWeek, which reports that Microsoft hasn't decided whether to go ahead with the “xPod” project yet. My advice is simple: don't do it, Bill, because it's already too late unless you want to be a marginal play. I mean, the iPod is so well-entrenched, Creative Technology [...]
Posted in Apple/iPod, Main Page, Microsoft, Music 4 Comments
Analysts Loving Nortel's Mike Z.
I've got an investment story in today's National Post about how a growing number of analysts are jumping on the Nortel bandwagon. A big chunk of the enthusiasm has to do with the expectations newly-minted CEO Mike Zafirovski and his plan to revive the embattled company by giving it a sharper strategic vision – as [...]






Spotwave Raises $10M