Recent Blog Posts
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Mapping Company Raises Millions
Nov 20 20094:09 pm EDT -
Facebook Valuations Are All Over the Map
Nov 20 200911:30 am EDT -
The Future of Tech, 2010 Edition
Nov 20 20099:13 am EDT -
Automatic Pancake-Making Machine Attracts $2 Million in Capital
Nov 19 20094:53 pm EDT -
Apple Talk of Microsoft's Annual Meeting
Nov 19 20091:27 pm EDT -
There Is Still Hope for the News Business
Nov 19 200911:50 am EDT -
The Google Phone May Be Near
Nov 18 20094:10 pm EDT -
Amazon Grocery Service Goes Mobile with iPhone
Nov 18 20099:13 am EDT -
How Microsoft Blew It in Mobile
Nov 17 20093:55 pm EDT -
Ten Reasons Why Startups Fail
Nov 17 20092:18 pm EDT
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Hardware: Hot!
Hey, what can you deduce from the twin blow-out quarters just reported by Cisco and Hewlett-Packard? Maybe this: Hardware is back!
We've gone through these cycles -- seven, eight years ago, a company could sell servers and networking gear and make tons of money and have a stock multiple that could make even Henry Blodget pay attention. And then everyone decided hardware was a commodity kind of business and all the money fled to the Web, and then Web-based services. (Nobody seems to salivate over software plays anymore. Who wants to go to a cocktail party and brag that they just bought a hunk of SAP stock?)
But apparently we're back in a hardware upswing. Maybe all that used stuff from defunct dot-bomb companies finally either got soaked up or is now too outdated to be worth using.
UPDATE: Barron's doesn't think my comments about hardware hold water...
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