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(Yahoo)   Marc Andreessen denies there is a "tech bubble" in the stock market right now, says if anything there's actually a "tech depression". Also real sure Netscape's gonna make a huge comeback any day now   (news.yahoo.com) divider line 14
    More: Unlikely, Marc Andreessen, Andreessen Horowitz, Netscape, internet bubble, internet, AOL Inc., Hewlett-Packard Co, green room  
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448 clicks; posted to Geek » on 13 Dec 2012 at 2:25 PM (1 year ago)   |  Favorite    |   share:  Share on Twitter share via Email Share on Facebook   more»



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2012-12-13 11:31:30 AM
My the grammar gods have mercy on your soul
 
2012-12-13 11:52:31 AM
Netscape is still around?!
 
2012-12-13 12:21:43 PM
HP Chief Executive Officer Meg Whitman is the best leader of the company since its founders, he said

He must be channeling his inner Jim Cramer.
 
2012-12-13 12:25:29 PM

The Stealth Hippopotamus: Netscape is still around?!


Indeed it is. Although, not as it used to be. It was bought up by AOL in the late 90s and early 2000s and now it doesn't have a browser anymore. It's just a generic portal site.
 
2012-12-13 12:56:58 PM
This is getting too vague. I read an article yesterday stating this will be a good year for tech, but a bad year for telecom. Where's the line between the two when everything is remote and data traffic is growing at 50% a year?
 
2012-12-13 02:28:08 PM
Netscape was sooooo much better than Google Chrome.
 
2012-12-13 02:37:36 PM
"The public right now hates technology, just hates technology," Andreessen said. "We're in a tech depression."

That just registered an 8.2 on my bullshiatometer. The public is obsessed with it.

Stocks will soar once people finally catch on to how incredibly great 3d tvs are! Just you wait
 
2012-12-13 03:13:30 PM
Signs that you are in a tech bubble:

#2: People with a vested interest in the bubble not deflating prominently deny that we are in a bubble

#1: Pundits explain how this bubble is different because the economy has fundamentally changed and old valuation rules no longer apply. Bonus points for asserting that revenue/profitability are no longer important metrics.
 
2012-12-13 04:01:29 PM
I would argue that a few large companies are over-valued apple and google among them. There smaller firms with innovation and a decent kernel of a product are perhaps a bit undervalued especially compared to historical levels.

To me this means the stock side of things is valued about right to a little low from a total investment standpoint, however it also means that the money available is in the wrong hands, and you will have the giants buying up and controlling/stifling the little guys slowing progress.

/my two cents
// your mileage may vary
 
2012-12-13 06:24:58 PM

czetie: Signs that you are in a tech bubble:

#2: People with a vested interest in the bubble not deflating prominently deny that we are in a bubble

#1: Pundits explain how this bubble is different because the economy has fundamentally changed and old valuation rules no longer apply. Bonus points for asserting that revenue/profitability are no longer important metrics.


What tech stocks are overvalued right now? Seems like many of the "it" stocks crashed and burned already when they were shown to be vaporware.
 
2012-12-13 06:28:21 PM

Maxor: I would argue that a few large companies are over-valued apple and google among them. There smaller firms with innovation and a decent kernel of a product are perhaps a bit undervalued especially compared to historical levels.

To me this means the stock side of things is valued about right to a little low from a total investment standpoint, however it also means that the money available is in the wrong hands, and you will have the giants buying up and controlling/stifling the little guys slowing progress.

/my two cents
// your mileage may vary


Umm... A bubble means its overvalued, right? Apple's P/E ratio is about 12 last time I checked. How far do you think that should fall before it's fairly valued?
 
2012-12-14 12:46:06 AM
I was skeptical of Andreesen when he started talking about the cloud but he was talking about it about ten years before most people.
 
2012-12-14 02:02:52 AM

Fonaibung: czetie: Signs that you are in a tech bubble:

#2: People with a vested interest in the bubble not deflating prominently deny that we are in a bubble

#1: Pundits explain how this bubble is different because the economy has fundamentally changed and old valuation rules no longer apply. Bonus points for asserting that revenue/profitability are no longer important metrics.

What tech stocks are overvalued right now? Seems like many of the "it" stocks crashed and burned already when they were shown to be vaporware.


I would say that LNKD and FB are overvalued. AAPL and GOOG not so much
 
2012-12-15 05:38:42 AM
Well since

snowjack: Maxor: I would argue that a few large companies are over-valued apple and google among them. There smaller firms with innovation and a decent kernel of a product are perhaps a bit undervalued especially compared to historical levels.

To me this means the stock side of things is valued about right to a little low from a total investment standpoint, however it also means that the money available is in the wrong hands, and you will have the giants buying up and controlling/stifling the little guys slowing progress.

/my two cents
// your mileage may vary

Umm... A bubble means its overvalued, right? Apple's P/E ratio is about 12 last time I checked. How far do you think that should fall before it's fairly valued?


Well since I personally feel that apple is over the next couple of years going to see its earning fall sharply. Apple is a case where the earnings are huge because of the profit margin on the products. compared with the rest of the tech industry. Unless you think that apple makes a truly superior product (not that I've noticed and the company keeps trying to stifle what I'm allowed to do with them), then it becomes extremely likely that as competition increases that apples profit margin must decline or they will be forced out of the market due to pricing (you definitely see this on the smart phone front right now). Unless you think a company that is expensive compared to the competition in fields that are rapidly reaching their saturation/growth potential, is magically going to hold its price points and thus profit margins you have to predict apple earning are going to fall and fall sharply over the next few years.

The price earnings ratio is also not a great indicator of a companies health and value in isolation, apple is a company that currently has outsize earnings due to social cache factors completely outside the actual value of the product.

You would also not that I did not say that there was a tech sector bubble but rather that most available capitol in the tech sector was concentrated in a few large companies that to me are not really where it would be sensible for either future growth or social tech gains.

Then again you also have to realize that I don't really feel that the financial markets should be used as money making profit center in of themselves but rather as a vehicle for people to put resources into companies, and/or properties that will produce the profits. (Which with the current system is something of an idealistic pipe dream)
 
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