Tuesday, September 13, 2005

Bring in the bloggers

Last week I was on the phone with a hedge fund manager in New York, who happened to mention in passing that the telecom sector analyst team at a certain bulge/quasi-bulge bracket broker has been staging a series of client conference calls with some A-list bloggers from the VoIP/broadband space. I hope the guests got a nice lunch out of it. Seriously though, I see this as a vindication of some stuff I said last year with regard to the increasing mindshare of bloggers among investors, and the awkward positioning of traditional analyst roles within this new environment. Hats off to the "mystery" analyst team for having the foresight to tap into this shift, and also for acknowledging quality when they see it.

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