Comments on: Irony 2.0 http://www.accmanpro.com/2008/03/19/irony-20/ never knowingly under opinionated Fri, 19 Mar 2010 15:42:02 +0000 http://wordpress.org/?v=2.9.1 hourly 1 By: Gregory Yankelovichhttp://www.accmanpro.com/2008/03/19/irony-20/comment-page-1/#comment-180867 Gregory Yankelovich Wed, 19 Mar 2008 15:53:41 +0000 http://www.accmanpro.com/2008/03/19/irony-20/#comment-180867 Perhaps VC community needs to learn from the FED how to value an opportunity and create true value. :-) Perhaps VC community needs to learn from the FED how to value an opportunity and create true value. :-)

]]> By: Alhttp://www.accmanpro.com/2008/03/19/irony-20/comment-page-1/#comment-180818 Al Wed, 19 Mar 2008 10:29:21 +0000 http://www.accmanpro.com/2008/03/19/irony-20/#comment-180818 In fact that these 2 examples point toward extreme volatility in the markets, at both ends emerging and established. Such volatility is also the markets own way to correct it's own instability (its where positive feedback cause the markets to bounce of an overvalued virtual roof vaulue).Unfortunately the FED is in the market machinery furiously fiddling with the buttons and cogs trying to stabilise it from the outside, I just hope they don't make it worse.The market needs to eliminate chaff resulting from the moronic greed and laziness of the enterprise financial sectors. I also believe this same business disease goes way beyond the financial sector into many house hold name enterprises. I hope the rout extends to eliminate these monoliths, or at least devalue them to make way for emerging businesses delivering new real value.Not that I'm opinionated on this subject of course ;-) regards Al In fact that these 2 examples point toward extreme volatility in the markets, at both ends emerging and established. Such volatility is also the markets own way to correct it’s own instability (its where positive feedback cause the markets to bounce of an overvalued virtual roof vaulue).

Unfortunately the FED is in the market machinery furiously fiddling with the buttons and cogs trying to stabilise it from the outside, I just hope they don’t make it worse.

The market needs to eliminate chaff resulting from the moronic greed and laziness of the enterprise financial sectors. I also believe this same business disease goes way beyond the financial sector into many house hold name enterprises. I hope the rout extends to eliminate these monoliths, or at least devalue them to make way for emerging businesses delivering new real value.

Not that I’m opinionated on this subject of course ;-)
regards
Al

]]> By: sighttp://www.accmanpro.com/2008/03/19/irony-20/comment-page-1/#comment-180811 sig Wed, 19 Mar 2008 08:54:21 +0000 http://www.accmanpro.com/2008/03/19/irony-20/#comment-180811 Heh, some rough calculations:Two FaceBook centric startups - RockYou and Slide valued at 1 bn combined, you want 25% return, the guys manages 30% margin -> they need about 850 mill annual advertising sales or about 10-15% of the non-Google pie world wide. A sure-fire investment obviously as they have almost no competition being funded by the same at the same time using arguments that others got that valuation.So glad I'm in the Enterprise space :) Heh, some rough calculations:

Two FaceBook centric startups – RockYou and Slide valued at 1 bn combined, you want 25% return, the guys manages 30% margin -> they need about 850 mill annual advertising sales or about 10-15% of the non-Google pie world wide. A sure-fire investment obviously as they have almost no competition being funded by the same at the same time using arguments that others got that valuation.

So glad I’m in the Enterprise space :)

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