Archive for January 2008

Telsa Motors

Best Clean Tech Startup: Tesla Motors

Tesla’s green sports car has captured the imagination of a public who had come to expect electric cars to be dull are boring. Due to be released this year, the company has pre-orders from some of the biggest names in Entertainment and Technology.

 The Crunch:

Look for problems when the “biggest names in entertainment and technology “  get together. Expect a Webvan style blowup. More details later.

Crunching The Crunchies

So the awards event described as ” The 2007 Crunchies is our first annual competition and award ceremony to recognize and celebrate the most compelling startups, internet and technology innovations of the year. The Crunchies is a collaboration project between GigaOm, Read/WriteWeb, VentureBeat and TechCrunch. Best of all, the internet community is invited to choose who wins.” took place.  See http://crunchies.techcrunch.com/ for a list of winners. We will crunch those winners from time to time, when there is time to take the time to give our take on where the winners are really heading. 

 From the Crunchies site:

Best Overall: Facebook

Facebook revolutionized the idea of what social networking could be.

Starting with Facebook: Good company. Great Idea. Amazing Revolution. Bad Valuation. Will be around but no where near it’s current value.  See our previous quick analysis of Facebook.  Will likely be purchased by big media company eventually, for a fraction of current value.

Perfect Storm takes a break.

Fed action could now drive the market. There is something to look forward to. In the long run it will likely not last as it will come back to bite..no free rides ( or free money) ….. Market risk reward profile does not meet criteria of either bull or bear. Stay away from being  long or short if you can.  Cash sure looks appealing.. Speaking of risk reward … Do apples really taste that good-

Perfect Storm….update

As noted on Oct 21st (or about 1500 dow points ago and over 400 Nasdaq points ago) we were headed for a financial downturn of historical proportions, Obviously, so far that has been the case and it coninues to get worse. We still have not seen real distress on the consumer debt side and other areas but that seems to be changing. Strangely, the IPO market seems to have continued its strength in q4 of 2007. As if they are in their own little world. That is likely to change as the debt issue spread across the entire market in all areas including consumer debt and consumer spending. The pyramid will likely come tumbling down with the weak 2.0 companies falling first then the others will follow Google will survive and so will the other strong ones. They will pick up the pieces …. sounds familiar….???

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