Friday, February 22, 2008

Recession vs Dot Bomb

The linkage for supportive data is fairly loose on this recent article from Dana at ZDNet. Because banks are borrowing money and Microsoft made a bid for Yahoo, the sky is falling ala "Dot Bomb 2.0"? and worse, that Open Source is at the core?

I completely agree that business models utilizing open source are still evolving. Yes, the "open source" tag has some of the caché reminiscent of the old "e-commerce" one - but let's not confuse Marketing with Finance.

Only a few OS companies are as yet publicly traded. Anybody in the tech sector these days looking to IPO will go thru a lengthy process, and I sincerely doubt we'll see the triple digit first day closings that made the news in 1999 - 2000.

This is an overall recession, not the birth pangs of another dot bomb. NASDAQ is not laden with over-valued OS companies.

In fact, the inherent value of new pricing models brought about by open source companies may actually *benefit* from a mild recession if executed properly.

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