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Re: Get Ready for Dot-Com Bust II....It's Coming!
by
Anonymous
I'm not sure if there will be a bust/Pull Back. I see a change in what web2.0 will be 6-12 months from now. As the Google Exit doesn't come about (or any IPO) many of these companies will begin to draw up real business plans around their userbase. I think we'll see the monetizing of Web2.0/socialweb/whatever. There will always be 'guy with spare time making web widget' - but there won't be VC investment in said widget unless he/she build a userbase and an opportunity to leverage them into customers of some sort.
On those that have got venture money. Based on the fact that these guys have venture dollars that can concieveably keep them going for 12-18 months. Any pull back will be in new investments not in the death of existing ones. Just my two cents.
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