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From Wall Street Journal, via Paul K, I learned Mary Meeker is still hallucinating about another boom. She is right about growth rate and usage, but like always financial models are not her strong point. Anyone can project California can vote Democrat.She needs a new job […]

From Wall Street Journal, via Paul K, I learned Mary Meeker is still hallucinating about another boom. She is right about growth rate and usage, but like always financial models are not her strong point. Anyone can project California can vote Democrat.She needs a new job – John Kerry’s campaign manager for 2008.

  1. I was wondering when someone would tell her to day that, Om. On a related issue, her piece on blogs was informative, a nice cultural sign-of-the-times piece, but didn’t really say much how an investor could benefit (Yahoo will be the long-term winner vs Google in RSS — ah, that great “long-term” word again).

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  2. Nod.She may understand the web, but never understand China.

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