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Strategies & Market Trends
The New Economy and its Winners
An SI Board Since May 2000
Posts SubjectMarks Bans
57670 450 0
Emcee:  Bill Harmond Type:  Moderated
The old rules seemingly don't apply; time is compressed. Bull and bear markets take months not years. Everything seems too expensive, but looking back some were very cheap. There are failures everywhere, but the winners are awesome. It's the "New Economy". Change like never before.

But the time is May, 2000. The Fed has been tightening interest rates for quite a while, long rates have backed up, and there is widespread fear and disillusionment among technology investors who have seen their favorite New Economy names halved or worse. Was it all a mania that has "ended badly"? or is this just another chilling, spectacular correction in the group similar to those that have come before? Who are the survivors, the true athletes that will lead from here?

Notes: This is a moderated spin-off by some contributors to the popular Amazon thread, where we have discussed seemingly everything (sometimes including Amazon!) for years. I hope discussion here, if it develops, will be as freewheeling and entertaining as ever. This thread is for collaborating and brainstorming.

The rules here are fairly strict: Adhere to SI's TOS and then think Golden Rule. Tastelessness or thoughtlessness not welcome here. Those are things like repeated swearing, or lying, name-calling, posting "I told you so" more than a couple times a year, harassment, personal attacks, detraction, misrepresentation of others' positions, sniping, irresponsible agendas, vendettas, reckless ranting, undefended extremism or conspiracy theory, self-promotion, etc.

Everyone is heartily welcom...thoughtful holders, folders, traders, and fence sitters alike, but three thumbs down by the (pretty tolerant, level-headed) judges and you?ll be shown the hook. The names of the little junta are secret, and may change with time.
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ReplyMessage PreviewFromRecsPosted
57670My experience with MS Teams is its a resource hog on most PCs, especially at staThe Ox-June 19
57669Microsoft Takes On Zoom and Slack in a Battle for Your Work Computer The tech Glenn Petersen-June 7
57668ZoomInfo rockets over 60% in first tech IPO of Covid-19 era Published Thu, Jun Glenn Petersen-June 5
57667Zoom had a small competitive advantage when the pandemic hit. They were able to Glenn Petersen1June 2
57666at least it would be more secure and not be in china. we have no idea what zoom John Carragher-May 30
57665What is Zoom's sustainable competitive advantage? Surely MSFT can just put Elroy-May 29
57664Zoom aims to be the next big platform for start-ups to build billion-dollar busiGlenn Petersen-May 29
57663Debating Whether Big Tech is Taking Over the Stock Market ofdollarsanddata.comJulius Wong-January 23
57662Monopoly Power and the Malfunctioning American Economy institutionalinvestor.coJulius Wong-January 22
57661Thanks for the link.Julius Wong-January 20
57660Just use DuckDuckgo.com By passes Google, all the crap, ads, spying etc.Bocor-January 20
57659These stocks soared even as the companies lost money — here’s why that’s not as Julius Wong-January 18
57658Google’s Totally Creepy, Totally Legal Health-Data Harvesting Google is an emerJulius Wong111/19/2019
57657Postmates’ new IPO delay says something bigger: Wall Street is turning against SGlenn Petersen-10/8/2019
57656How to Profit in Space: A Visual Guide The cosmos, long ruled by governments, iJulius Wong-6/29/2019
57655Slack shares surge 48% over reference price in market debut Published Thu, Jun Glenn Petersen-6/20/2019
57654Facebook announces Libra cryptocurrency: All you need to know The use cases, teJulius Wong-6/18/2019
57653U.S. regulators approve new Silicon Valley stock exchange Reuters May 10, 2019 Glenn Petersen-5/10/2019
57652Uber has filed its registration statement: Message 32110590 A short summary froGlenn Petersen-4/14/2019
57651Lyft goes public this week: Subject 60033 The Pinterest offering should generatGlenn Petersen-3/24/2019
57650A new board devoted to the Uber and Lyft IPOs: Subject 60033Glenn Petersen-3/1/2019
57649Pinterest files confidentially to go public Kate Clark@kateclarktweets TechCrunGlenn Petersen-2/22/2019
57648Slack confidentially files to go public Slack has filed confidential forms to goGlenn Petersen-2/4/2019
57647A month after raising $70M, Clearbanc raises $50M fund to front startups ad moneGlenn Petersen-12/20/2018
57646Airbnb and Slack are considering untraditional IPOs that box out bankers like SpGlenn Petersen-12/14/2018
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