tag:,2008:/1/tag:72.47.210.69,2005://1.4562- 2008-09-24T12:27:11Z Comments for Bubble or Bubble-let? Movable Type 4.1 tag:72.47.210.69,2005://1.4562 2005-10-06T18:09:00Z 2007-12-16T23:15:50Z Bubble or Bubble-let? Mary Meeker called where we're at now a "boom-let". We've gone from boom to bust to boom-let (presumably a precursor to the next boom). She thinks the first 10 years of Web were just the warm-up act for what will happen next. She's particularly bullish on mobile technologies, which definitely haven't matured yet. Mary mentioned... Richard MacManus http://www.readwriteweb.com Mary Meeker called where we're at now a "boom-let". We've gone from boom to bust to boom-let (presumably a precursor to the next boom). She thinks the first 10 years of Web were just the warm-up act for what will happen next. She's particularly bullish on mobile technologies, which definitely haven't matured yet. Mary mentioned in her speech here at the conference that 2009 would be the year of 3G.

Susan Mernit thinks the upcoming.org sale to Yahoo! marks the beginning of a boom. She sees the recent acquisitions of Google and Yahoo! as a sign they're building "the base tool set/platform for a consumer-driven Web 2.0." I agree with that and it shows the Web 2.0 'space' is heating up big time. But does that make it a bubble yet, or will it take more mature broadband and mobile technologies to push it into a market-driven frenzy?

I've kind of mashed up Mary's and Susan's termininology to re-name Mary's boom-let to bubble-let. At the Web 2.0 conference, I'm sensing the buzz of a bubble. But I'm new here (in the Valley). So I wonder what others think. Are we now in a Web 2.0 bubble? Or is it still a bubble-let - opportunities are bubbling up but not quite frothy yet? What do you think?

]]> tag:72.47.210.69,2005://1.4562-comment:36414 Comment from Ken Yarmosh on 2005-10-06 Ken Yarmosh http://www.technosight.com/blog/the-great-web/ It may be a bit too early to tell if this truly is another bubble. But when companies get into the mindset of making acquisitions or investments solely for the sake of acquisitions or investments, we have a real problem on our hands.

There may be legitimate justifications for recent purchases (eBay buying Skype, Yahoo! buying upcoming, AOL buying Weblogs, Inc., and now Verisign buying Weblogs.com) but isn't it curious that they are occuring one after the other, very much like a domino effect? The big players and VCs appear consumed with getting a piece of the Web 2.0 pie (one other example - consider Scoble's request for some Web 2.0 $$). Seems the motivations are more of a "me too" rather than being strategic in nature.

My questions - did consumers and the market really demand a $2.6 billion acquistion of an Internet communication tool? Did they demand a $25 million purchase of a blog network? The onslaught of acquisitions make great tech.memeorandum headlines but let's see if they'll be worth the buzz and the money.

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