Don’t buy until you see the whites of their eyes

Same useful articles on PEG evaluation and picking winners for the future

3 High tech companies

The Zulu Principle

PEG Calculations

Building reliable always on systems

I never knew there was a concept for building systems that were up 99% of the time (even that is not good enough).

So here is Nine-9s

And a practical example of it is the Amazon Dynamo Storage Mechanism

FB+GS=OS – Internet Bubble (part deux)?

Here we go again, remember the internet bubble of the 1990s and its spectacular pop…. well it looks like a few are taking the first blow of the next one – we had the credit housing bubble of 2000-2010 – so is 2010-2020 going to be the internet bubble part deux?

Goldman and Facebook
Goldman Pitch
Goldman get out clause
LinkedIn and the rest..
What Facebook can learn from Google IPO

So whose next, twitter?

BTW for the record I am not the only one who thinks this.

Update: 10Jan2011

This is how it all began TheFacebook.com T+5days, an interesting quote from Mr.Z:

“I’m not going to sell anybody’s e-mail address,” he said. “At one point I thought about making the website so that you could upload a resume too, and for a fee companies could search for Harvard job applicants. But I don’t want to touch that. It would make everything more serious and less fun.”

Well it surely is still fun, lets see how long that lasts once it is out in the public landscape.

And here is a useful graphic – something for all those herds on the street.

Update: 12Jan2011
Coming soon to an inbox near you – me@fb.com

“At their annual meeting in Atlanta, Farm Bureau officials on Tuesday said the organization earned $8.5 million by selling a couple of domain names but is barred from identifying the buyer.”