2 thoughts on “The Comeback Kids”

  1. I don’t think Tom could be more wrong – where’s one example of the dot-commers coming back and destroying the larger established companies? Is Vonage going to kill the telcos? No. Is Salesforce.com going to kill Siebel or SAP? No (they will be bought by one of them).

    What we’re seeing is exactly the opposite of what Tom is talking about: a return to big companies and big brands. Software startups, in particular, are going to find they have few places to go.

    We’ve seen the big winners from the internet: EBay, Amazon, Yahoo and probably Google. There will be other companies, but those are the ones that survived and will thrive.

    I don’t know where Tom came up with this notion…..

  2. Oh I agree. we are seeing a bit of froth that comes with easy-tech. i don’t see any difference in today and 1999. same business models (or lack there off) and same people with applications and features, not sustainable long term companies are getting funded. can i do anything about it? nope. we can be careful, and I am and that’s because I have learnt from the lessons of the past.

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