Comments on: Is Silicon Valley in a new bubble? (poll)

By: Dwayne Flinchum

Dwayne Flinchum — Fri, 17 Dec 2010 06:35:35 +0000

@DwayneFlinchum Bubble 2.0: Can you say I.P.O.? ttp://bit.ly/iehKnF

By: Len Bland (Business)

Len Bland (Business) — Wed, 08 Dec 2010 03:23:49 +0000

How can we be in a bubble when fewer investments are made from VC and Angels? Perhaps a few high profile properties are overbid, but there is still a shortage of capital for earlier stage opportunities with good value propositions.

By: rshair

rshair — Wed, 08 Dec 2010 01:36:08 +0000

Hey Dean, Regardless of whether you're a tech company, a retail outfit or a fruit stand, the bottom line is always this: what is your product , who are your customers, and what price are they willing to pay for it (and why)?. Basic ABC's of business.Looking at Twitter under this microscope…Just recently the Telegraph interviewed Costolo and asked him about the long term vision for Twitter and he was quoted as saying “I am working on clarity around that at the moment. I am currently trying to define what Twitter’s purpose is in the long term. We will be able to be more specific on that answer in the near future.” Later in the article Dorsey is quoted saying this: “It is hard to speak about Twitter’s vision without factoring in how much of its purpose has been defined by it's users.”Twitter doesn't really know what it's products are (because users, not Twitter, have actually developed many of their products), doesn't really have a firm handle on who their customer is and don't know what customers are willing to pay (if anything at all) for what Twitter provides. This doesn't sound like a solid business structure is really in place. It's propped up by investors not marketplace demands that are actually PAYING for what Twitter provides. How many other tech companies are like this?Answer that question and that will determine if there is a bubble or not.

By: Rodolfo Rosini

Rodolfo Rosini — Mon, 06 Dec 2010 08:03:53 +0000

“Another difference is that in the age of Web 2.0, web-based companies are able to LOSE audiences very quickly — Zynga used to have over 300 million monthly active users and now the number is less than 200 – and shrinking every day”Fixed.Assuming that the number of web 2.0 services one uses can only marginally increase, then every new widget user must have come from somewhere else. Especially true for services who target early tech adopters in the Bay Area. Mors tua vita mea.

By: NEW DomainersGate.com from $29

NEW DomainersGate.com from $29 — Sun, 05 Dec 2010 20:56:59 +0000

no, because (e.g.) Facebook has a very large user base while the 2000-bubble's sites was just some domain names, or a bit more

By: David Wilkinson

David Wilkinson — Sun, 05 Dec 2010 16:18:06 +0000

I assume you mean 5 BILLION price for Zynga, not 5 million? Google invested $100mil in them a few months back, so unless I'm missing something… O_o

By: ϋCentric

ϋCentric — Sun, 05 Dec 2010 12:33:43 +0000

Definitely a bubble with all the classic signs.Arrington and TechCrunch are irresponsibly hyping the bubble as hard as they can and are now blocking commentors who voiced opinions of concern.Serious financial circle are laughing at these 'valuations' and back-dooring of Facebook.We call for full disclosure from Facebook for another share is traded in this unlisted company. Were are the regulators?

By: pendolino

pendolino — Sun, 05 Dec 2010 10:37:15 +0000

so a handful of companies get bought out for billions but where are the stats on the thousands of others starting small and growing? just because there's an Apple and an IBM doesn't mean all other public tech companies are comparable.

By: deantak

deantak — Sun, 05 Dec 2010 10:05:40 +0000

Well, that's the opinion of Matt Marshall, who is so far deep inside the reality-distortion field of Silicon Valley that he can't tell if he's in a bubble or a boom. Doesn't anyone else have an opinion?

By: Matt Marshall

Matt Marshall — Sun, 05 Dec 2010 08:09:33 +0000

Got to be kidding. No bubble. All of these companies have real business models, revenues and many of them have profits.