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Strategies for a discontinuous future.












Friday, July 30, 2004
 


SalesForce.com is getting sued left and right by investors who feel ripped off post-IPO. Needless to say, this is not a good omen for all of us desperately waiting for the IPO window to open. Pundits have been carping about how the 'problems' with the IPO mechanism have been fixed - this tells investors were expecting a wholly different experience than they got. Caveat emptor is what the Street's defense will be - of course, it's pretty to do that if you've got poor information. The IPO market as a case study in adverse selection? We're getting there fast...

-- umair // 11:19 PM //


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