No greater shroud hangs over Web 2.0 then the fear that we’ll repeat the financial mistakes of the past. With dozens of tech IPOs either recently completed or in the works, how are we doing? Leading analysts Lanny Baker and Safa Rashtchy join top financier Bill Janeway and London-based Danny Rimer to address the state of the internet’s finances.

John Battelle, Program Chair, Web 2.0 Conference, Battelle Media
Lanny Baker, Managing Director of Equity Research, Smith Barney
William H. Janeway, Vice Chairman, Warburg Pincus
Safa Rashtchy, Managing Director, Piper Jaffray
Danny Rimer, Partner, Index Ventures

This is a presentation delivered at the Web 2.0 Conference held in San Francisco, CA, October 5-7, 2004. Our thanks go to MediaLive International and O'Reilly Media, the producers of Web 2.0, for permission to bring you this session, one of many from Web 2.0 here on IT Conversations.