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FW: Gomez and the 2 way internet

Much as individual web sites such as “amihotornot.com” suffer from their success do to their inability to meet demand, so the web in general is having difficulty meeting the scaling requirements of its own popularity. If you believe this (and I do) then...

Fwd: Sequoia’s Mike Moritz: the first 100 days

> >Featured in May, 2000 Newsweek Special Issue of e-LIFE > >How To Get My Money >Secrets from the Silicon Valley venture capitalist who discovered the >Yahoo gold mine: passion, smarts and a great big potential market > > The pitch begins with words that might seem...

Cisco’s Bids: Its Growth By Acquisition Will Pose Problems

Ouch! Cisco’s been reeling since this came out yesterday. It’s a brutal slamming of Cisco’s print-your-own-money acquisition strategy. There’s a Silicon Valley saying that if Cisco’s stock ever drops below %20 they’ll be killing...

Everything’s Gone Green

As you might know, green is the colour of stocks moving on the plus side on the My Yahoo stock monitor toolbar. For three weeks, they’ve all been red. This morning, like Spring’s resurrection, they’ve all gone green. Yesterday, the NASDAQ’s...

The End of An Era?

Technology stocks in Canada and the US are being absolutely hammered. The NASDAQ has dipped below 4000 this morning. My Sierra Wireless shares, which peaked at $232 earlier this year, are trading at $70 (I bought at $22). Everybody’s talking about a cascade...