Double Bubble. Computers Set To Be The Next Big Thing

I'm always on the look-out for the next big investment mania. The key being to get-in early and get-out early. My feeling is that commodities will be the clear winner by the end of this decade, but hi-tech is already beginning to look dangerously like a bubble again. Successful tech companies like Macromedia, Amazon and Yahoo are all up six-fold since their lows just over two years ago. I don't believe they are over-valued at this point, just that they were severely undervalued after the dot bomb. If it is part of a Double Bubble, I'd wager that it is still in it's early stages.
Another factor is that right now, Robert X. Cringely thinks that Venture Capitalists have $25 Billion to throw at new ventures.

Posted by Alexander at February 11, 2005 02:59 PM

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