
When Will Facebook’s Bubble Burst?
Many have detected signs of irrational bubble economics in the news that investment bank Goldman Sachs has brokered a $500 million investment in Facebook, giving the social networking website a total value of around $50 billion. It seems that excitement about social media is reaching fever pitch, leading to enormous pre-IPO valuations for the likes […]

GoodData Embeds Self-Serve Analytics
There’s more and more data being produced and made available in the world today from a variety of sources, some new, some old. That drives demand for analytics capabilities so that people can derive some useful, actionable meaning from all…

Could Dormant Pricing Stir SMB Market for SaaS?
One of the dark secrets of the subscription business is the profit margins earned from subscribers who still pay, but who no longer use the service. This is a facet of the business that predates the SaaS industry by many…

Cloud Takes First Bite At HP
The loss of 9,000 jobs and a $1 billion charge are being described as the cost of HP’s transition to cloud (see all Techmeme coverage). Alas, I fear this is just the downpayment as cloud computing begins an inexorable reshaping…