allenmorgan
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Just heard that more than 50% of all companies on NASDAQ have market caps less than $100 million. Wow! That's a high cost to being public.
5:02 PM Nov 2nd
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Healthcare reform:unintended consequences always bite hard! Needed = 4 yrs incremental reform - not 1 fell swoop. No gov't can do that well
8:12 PM Sep 8th
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What an ironic tragedy if Iraq stabilizes/liberalizes (with Bush's historical reputation burnished) and Afghanistan becomes Obama's Vietnam.
2:08 PM Sep 6th
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As WSJ and NYT becoming only surviving national US newspapers, which is advantaged: the clearly liberal NYT or the clearly conservative WSJ?
4:46 PM Aug 29th
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Counseling two startups that might compete, I said: "Startups never put startups out of business; only big companies do". Thoughts?
12:36 PM Aug 27th
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Sun Valley Writers Conference last few days. Good quote about Afghanistan: "The Americans have the watches but the Pashtuns have the time."
4:49 PM Aug 24th
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Go see the new movie, "District 9". Hugely better than expectations (which were that I was going to see "Transformers 3". Worth it.
9:40 AM Aug 18th
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Jargon Watch: recently heard this a bunch: "Industrial Logic" as a way of justifying an acquisition. Old phrase, "Synergy", never occurred.
12:46 PM Aug 13th
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Mostly, airlines no longer pay fees to online travel agencies. Now, hotel booking fees pay all the freight. Long term implications?
11:15 AM Aug 13th
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Airline tickets get more expensive closer to date of travel; hotel rooms get cheaper. Each has the same "perishable" inventory. Why is this?
10:54 AM Aug 13th
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I just heard that $20 million in annual revenue puts one in the top 20 Paypal merchants on the web. That's a short head and a long tail!
2:46 PM Aug 11th
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Ever notice that, after the fact, hugely successful companies have many "co-founders", while failed companies have only "early employees".
10:09 PM Aug 9th
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It's truly good that the two journalists are now free (thanks Bill Clinton). Wonder who paid for Clinton's trip? Must have cost > millions
8:50 PM Aug 5th
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How big is the Facebook App "economy", compared to the revenue FB gets from its own advertising? Is FB becoming a "dumb pipe"? Is Twitter?
6:48 AM Aug 5th
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I hate AT&T Wireless. It is the worst, absolutely worst, wireless network! 10 calls today; all of them dropped! I hate AT&T Wireless!
8:14 PM Aug 4th
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Should VC's organize our startups as LLC's, not corporations? "Dividends" might be the new way to get return on $ if no IPO's or mergers
2:21 PM Aug 3rd
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Any recommendations for good but "cheap" patent attorney (i.e., one in solo or small firm practice who costs less than one at a big firm)?
2:17 PM Aug 3rd
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No directory of angel investors (people or "firms") exists, so I'm doing one. Suggestions of folks to add welcome at amorgan@mayfield.com
1:54 PM Aug 3rd
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Just me, or there more JavaScript out on www these days? Every web site seems to want to install it. Seems new. Anyone else?
1:16 PM Aug 3rd
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