The Gillmor Gang — Robert Scoble, Kevin Marks, Dick Hardt, and Steve Gillmor — got all LinkedIn in the wake of the startup's successful IPO. Amid the fear mongering about another tech bubble, it seemed more likely that LinkedIn was the first of at least a trio of big social plays going public. Facebook and Twitter seem no brainers, each with their own dynamics in terms of revenue plus virality. And then there's Groupon and maybe Zynga. But the real question was not whether hype trumps value, but what's next as the intersection of technology and media accelerates. This year's broadcast upfronts seemed primed for disruption, with most networks junking their entire drama debuts from a year ago in favor of big budget sci-fi and Sheenless comedies. Meanwhile Netflix continues to mushroom as it becomes the next HBO, or some supernode unlike anything since the agencies took over from the film studios in the '50s. King Harvest will surely come.
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ON SEMICONDUCTOR NVIDIA NUANCE COMMUNICATIONS NOVELLUS SYSTEMS NOVELL
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