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Taboo · 08-09-2004, 01:16 PM

re: opportunity knocking.
correct

re: the bubble repeating itself
it has already started.

re: VC falling in love with BS ideas.
not the case at all. VCs dont LOVE anything. it's all about the "overhang". the VCs have so much of other's ppl's money in their funds, if they don't spend it, which they are supposed to do, they have to give it back and lose management fees,etc and other opportunities. VCs are currently raising more than they ask. Startups are getting funded again, and yes, everyone is looking for the next google. Current OVERHANG is estimated at 80-100 BILLION dollars that is just sitting there right this second. If you've got a startup, now's the time to tap into VC. One of my projects is banking on it. These guys invest a 10 little paper boats in the hopes that just 1 makes it across the water to it's planned liquidity event, be it ipo or acquisition. Whether or not Google's ipo succeeds or fails has no impact on the new IPO wave, because google made too many mistakes and tried to re-invent the ipo wheel w/their dutch auction ($120+/- per share) and no longer considered a true ipo. Also, the domain market is a small indication that VCs (via startups) are starting to spend again. and even business incubators are back.

btw,

Google and Yahoo Patch Up Their Differences
[August 9, 2004] On the eve of Google's IPO, the company issues 2.7 million shares to its rival.
http://www.clickz.com/news/article.php/3392531
The issuance of shares brings Yahoo!'s stake in Google up to 8.2 million shares, worth about $996.3 million if Google's stock prices at the mid-point of its range. Previously, Yahoo! owned 5.5 million shares, worth an approximate $668.3 million.

08-09-2004, 01:16 PM
Taboo Confirmed User Join Date: Jul 2004 Location: I'd rather be networking than not working. Posts: 3,700	re: opportunity knocking. correct re: the bubble repeating itself it has already started. re: VC falling in love with BS ideas. not the case at all. VCs dont LOVE anything. it's all about the "overhang". the VCs have so much of other's ppl's money in their funds, if they don't spend it, which they are supposed to do, they have to give it back and lose management fees,etc and other opportunities. VCs are currently raising more than they ask. Startups are getting funded again, and yes, everyone is looking for the next google. Current OVERHANG is estimated at 80-100 BILLION dollars that is just sitting there right this second. If you've got a startup, now's the time to tap into VC. One of my projects is banking on it. These guys invest a 10 little paper boats in the hopes that just 1 makes it across the water to it's planned liquidity event, be it ipo or acquisition. Whether or not Google's ipo succeeds or fails has no impact on the new IPO wave, because google made too many mistakes and tried to re-invent the ipo wheel w/their dutch auction ($120+/- per share) and no longer considered a true ipo. Also, the domain market is a small indication that VCs (via startups) are starting to spend again. and even business incubators are back. btw, Google and Yahoo Patch Up Their Differences [August 9, 2004] On the eve of Google's IPO, the company issues 2.7 million shares to its rival. http://www.clickz.com/news/article.php/3392531 The issuance of shares brings Yahoo!'s stake in Google up to 8.2 million shares, worth about $996.3 million if Google's stock prices at the mid-point of its range. Previously, Yahoo! owned 5.5 million shares, worth an approximate $668.3 million.