Posts from Thoughtmarket   

How useful will AOL data muckup be?

August 6th, 2006 | No comments

AOL blindly released a “noc-list” of sorts, a set of history files on their search results spanning several months, which was freely available on their site for several hours. Now the files are floating around on the internet. People are crunching the data, and some are shouting eureka for the SEOs and PPC arbitrage critters. [...]

What does “limiting growth” mean?

August 2nd, 2006 | No comments

If it is your waistline, it means your health. If it is your neighborhood, it means maintaining a friendly atmosphere. If it is your startup, it means being careful not to blow all your cash too quickly. If it is the second largest financier of home loans, it means you are getting the heck out [...]

Where Vonage’s trouble came from

August 2nd, 2006 | No comments

Vonage’s troubles keep getting worse, but why? Questionable business plan – everyone has one of those. It wouldn’t be a plan if everyone wasn’t questioning it, hoping to get their money in at a discount. It is really all about execution, and you have to give the guys credit for getting all those little boxes [...]

VCs pouring cash, just not into Colorado glasses (yet)

July 25th, 2006 | No comments

Fortunately, I think happy hour should be longer, even if it does have to start a little later. According to yesterday’s report from E&Y and DJ’s VentureOne, venture capital investing hit its best quarter since the first of 2001. That’s great for startups. Unfortunately, the party doesn’t seem to be happening in my neighborhood. You [...]

Cheap tools require expensive minds

July 24th, 2006 | No comments

Inexpensive hardware and software leads to quick time to market – on that there is no doubt. This, in turn, allows burgeoning new business ideas, and as Rich Karlgaard (and Glenn Reynolds) surmise, small business benefits the most. Big companies move slowly to the first investment, and they are still a bit scared of open [...]

I wanna sell books even if I’m full of crap

July 23rd, 2006 | No comments

There is this compilation of best business books, supposedly “known to mankind,” which looks a hell of a lot like a pack of book writers (and Amazon affiliates) trying to hock their wares under the guise of good information. Give me a fricken break! Every book within the links is something new age, from some [...]

Dell doesn’t screw everything up

July 21st, 2006 | No comments

Like my memory of their once superb support. I am not going to debate Dell’s now inherent negatives – Jeff Matthews has a lock on that – instead, I’ll speak to the experience I last remember, and it was a good one. The Dell C840 I purchased (and subsequently hacked up) was a refurbished device. [...]

Bernanke caves to the housing sector’s PR teams?

July 20th, 2006 | No comments

The housing sector, including the companies involved, is experiencing “a slowdown” complete with rapidly rising inventories, rising debt, and P/Es reminiscent of a back alley beating. Who cares, because the Fed Chairman says it looks ‘orderly’. You have to love how for years the markets swayed on one man’s statements. Does that kind of magic [...]

Save the internet, and drown in the process

July 20th, 2006 | No comments

A really technical guy talks net neutrality, and how all the partisan positioning may wind up killing the internet altogether. Death of the internet, or just a slowing of its growth via lack of innovation – it makes no difference. None of this bodes well for the web hermit.

Signs liquidity is about to disappear from your market

July 18th, 2006 | 2 comments

Liquidity makes markets. Without a fair share of buyers and sellers to keep the spreads reasonable, nothing works. If you were to suck a big player out of the market, say one that provides a lot of “insured liquidity,” the same thing would happen, inefficiency, if not wholesale disruption. What are some of the signs [...]