Opinionated

Google had a great quarter (earnings up 82% year over year and revenues up more than 22% quarter over quarter).
But they missed Wall Street expectations by more than 15%.
The stock took a 15% hit in the aftermarket. It is now down almost $100 from its previous high.
My personal opinion - huge buying opportunity.
Links:
EarningsCast
Business 2.0
Inside [...]

Susan Mernit has announced that she is joining Yahoo. I have had the good fortune to meet with Susan a couple of times over the last 3 months or so. She has a great analytical mind, she is execution focused, she “gets” what is happening with Web 2.0. I suspect Yahoo are the big winners [...]

Umair has a post about why the “Rise of the Edge� is something highly disruptive to orthodox Internet companies. In “Umair Rocks� Fred Wilson says he wants to understand better what Umair means here, and plans to spend the time doing so.
For me the key is to comprehend that “the edge� is a concept that [...]