Burnham's Beat: Top 10 Best Performing Software Stocks of 2005
« Software IPOs: 2005 Year In Review | Main | Top 10 Worst Performing Software Stocks of 2005 » 01/02/2006 Top 10 Best Performing Software Stocks of 2005 It was good year to be providing search related software or to be the perceived category leader in a "hot" space such as Linux or SaaS. Large Cap stocks need not apply to the winners circle either as almost all of these firms had valuations unde
Burnham's Beat: RSS and Google Base: Google Feeds Off The Web
« Nokia Buys Intellisync: Another Elephant Joins the Mobile E-Mail Party | Main | Is RFID Application Oriented Networking’s Killer App? » 11/16/2005 RSS and Google Base: Google Feeds Off The Web There has been a lot of talk about Google Base today on the web and much of the reaction appears to be either muted or negative. The lack of enthusiasm seems to be driven by the fact that the GUI is prett
Burnham's Beat: Google Base Vertical Search RSS = Death of Walled Gardens
« Is RFID Application Oriented Networking’s Killer App? | Main | Internet Stocks: 2005 Year In Review » 12/20/2005 Google Base + Vertical Search + RSS = Death of Walled Gardens A few weeks ago, I promised to write a follow-up on my post about Google Base that detailed how the launch of Google Base might affect the Internet’s so-called “Walled Gardens” (content sites that charge users and/or suppli
Burnham's Beat: Just How Much Did VCs Pocket On Google?
« For the Love of God People, Enterprise Software Is Not Dead | Main | Internet Stock Update: June 2005 » 06/24/2005 Just How Much Did VCs Pocket On Google? A reporter asked me the other day what impact Google would have on the two main VCs in the Google deal, Kleiner Perkins and Sequoia, and it got me to thinking: just how much money did those funds really pull out of Google? Filled with a wi
Burnham's Beat: For the Love of God People, Enterprise Software Is Not Dead
« The Rehabilitation Of Consumer Internet VCs | Main | Just How Much Did VCs Pocket On Google? » 06/10/2005 For the Love of God People, Enterprise Software Is Not Dead There has been a lot of talk recently including a number of blog posts (such as this one, this one, and this one) that enterprise software is “dead” with the implication that investing in enterprise software is akin to throwing good
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Burnham's Beat: SkyGrid and the Emergence of Flow-Based Search
Burnham's Beat: Wigix: An Idea Whose Time Has Finally Come
Burnham's Beat: Search Applications : Search Startups Are Dead, Long Live Search Startups
Burnham's Beat: Software IPOs: 2005 Year In Review
Burnham's Beat: Top 10 Worst Performing Software Stocks of 2005
Burnham's Beat: The Incredibly Shrinking Software Industry
Burnham's Beat: Preferred To Death
Burnham's Beat: UPDATE: Just How Much Did VCs pocket on Google?
Burnham's Beat: Conflicts and Cash: Industry Analysts and Start-ups
Burnham's Beat: Deal Flow Is Dead, Long Live Thesis Driven Investing
Burnham's Beat: Is There Too Much Venture Capital?
Burnham's Beat: Is Open Source Becoming Over-Sourced?
Burnham's Beat: Are Online Retailers An Endangered Species?
Burnham's Beat: Is Microsoft Becoming IBM?
Burnham's Beat: Earth to Friendster: We Have A Problem