Comments on: The Return of Hype? http://gigaom.com/2004/02/08/the-return-of-hype/ Trusted Insights and Conversations on the Next Wave of Technology Thu, 26 Nov 2009 13:00:29 +0000 http://wordpress.com/ hourly 1 By: Damian http://gigaom.com/2004/02/08/the-return-of-hype/#comment-649 Damian Wed, 30 Nov -0001 00:00:00 +0000 http://gigaom.wordpress.com/2004/02/08/the-return-of-hype/#comment-649 <p>Good strikes me as being particularly vulnerable. RIM has just raised a huge amount of cash (north of $900m), crossed the 1 million point, and done deals with PalmOne (not sure if they've done a deal with Microsoft, but, if not, it has to be in the works).</p> <p>Good, on the other hand, has a much smaller installed base and it depends completely on Microsoft Exchange. Microsoft has a long history of destroying companies that depend on their software - look at the CRM space as an example. Microsoft only has to do an upgrade of Exchange to have ActiveSync work better (as they will) and Good's reason to exist will be greatly reduced. And IT people, of course, are constantly looking to reduce costs and the number of vendors they work with. To me, that makes Good very vulnerable.</p> <p>But I love their tech....I could see Microsoft buying them or copying them.</p> <p>Thoughts appreciated!</p> <p>Damian</p> Good strikes me as being particularly vulnerable. RIM has just raised a huge amount of cash (north of $900m), crossed the 1 million point, and done deals with PalmOne (not sure if they’ve done a deal with Microsoft, but, if not, it has to be in the works).

Good, on the other hand, has a much smaller installed base and it depends completely on Microsoft Exchange. Microsoft has a long history of destroying companies that depend on their software – look at the CRM space as an example. Microsoft only has to do an upgrade of Exchange to have ActiveSync work better (as they will) and Good’s reason to exist will be greatly reduced. And IT people, of course, are constantly looking to reduce costs and the number of vendors they work with. To me, that makes Good very vulnerable.

But I love their tech….I could see Microsoft buying them or copying them.

Thoughts appreciated!

Damian

]]> By: Scott Rafer http://gigaom.com/2004/02/08/the-return-of-hype/#comment-650 Scott Rafer Wed, 30 Nov -0001 00:00:00 +0000 http://gigaom.wordpress.com/2004/02/08/the-return-of-hype/#comment-650 <p>You forgot about Friday's Orkut launch, which felt like a Ryze networking event plus $100,000. A couple VCs decided to buy me drinks instead of letting me use my free drink coupons. Apparently, well drinks aren't good enough for unfunded search engine startups.</p> You forgot about Friday’s Orkut launch, which felt like a Ryze networking event plus $100,000. A couple VCs decided to buy me drinks instead of letting me use my free drink coupons. Apparently, well drinks aren’t good enough for unfunded search engine startups.

]]> By: naj http://gigaom.com/2004/02/08/the-return-of-hype/#comment-651 naj Wed, 30 Nov -0001 00:00:00 +0000 http://gigaom.wordpress.com/2004/02/08/the-return-of-hype/#comment-651 <p>I hope you're right about the return of Hype. I got a lot of free things out of that hype. = )</p> I hope you’re right about the return of Hype. I got a lot of free things out of that hype. = )

]]> By: anil dash's daily links http://gigaom.com/2004/02/08/the-return-of-hype/#comment-652 anil dash's daily links Wed, 30 Nov -0001 00:00:00 +0000 http://gigaom.wordpress.com/2004/02/08/the-return-of-hype/#comment-652 <p><strong>the return of hype?</strong></p> <p>http://gigaom.com/archives/2004/02/the_return_of_hype.html...</p> the return of hype?

http://gigaom.com/archives/2004/02/the_return_of_hype.html...

]]> By: The Industry Standard: Guest Blog: Rafat Ali http://gigaom.com/2004/02/08/the-return-of-hype/#comment-653 The Industry Standard: Guest Blog: Rafat Ali Wed, 30 Nov -0001 00:00:00 +0000 http://gigaom.wordpress.com/2004/02/08/the-return-of-hype/#comment-653 <p><strong>Looking Into a Bubble</strong></p> <p>Barry Diller never minces words, and in his Q4 conference call yesterday, he branded the current Internet sector activity as a bubble...he does plan to make more acquisitions this year, but wouldn't buy on inflated valuations. "We are on our...</p> Looking Into a Bubble

Barry Diller never minces words, and in his Q4 conference call yesterday, he branded the current Internet sector activity as a bubble…he does plan to make more acquisitions this year, but wouldn’t buy on inflated valuations. “We are on our…

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