A few comments about Amazon’s earnings report
The big problem with Amazon is valuation. It's hard to justify paying 90x this quarter's earnings for a company that is as mature as Amazon is, irrespective of the top-line growth.
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social media
Is It Time to Delete Facebook?
Could public indignation at the Facebook profile harvesting scandal lead to new regulation that could impede the value of some tech-based advertising models? Will it lead to a consumer backlash that slows the growth of the companies…
Facebook’s earnings confirm importance of mobile
Facebook is up a massive 26% today on the back of strong mobile-fuelled earnings in the second quarter. Having dedicated itself to becoming a more mobile-centric platform, Facebook is reaping the rewards. This is a lesson, however, to every…
The Consolidating World of Technology, Media and Telecommunications
What I am seeing is a second great wave of consolidation in the industry. And by that I mean that every large company is getting into the traditional space of every other large company. Let's go down a sample list of some of the changes…
On LinkedIn’s move into content
Today s going to be a bit light on posting as I am under the weather and have been in bed all day. But there are one or two stories I wanted to say something about while it was still topical. One of those is LinkedIn. This post isn't about…
Facebook Snaps a $1-Billion Photo
"What made Instagram worth $1 billion to Facebook?"
When asked this question recently, I responded with an immediate, "Nothing."
I'm not usually so terse or emphatic with my answers, as any longtime reader knows. But in this case,…
Google Plus Growth
Remember when I said that Google would get to scale "much,much faster than Facebook? Well this chart shows you this quite vividly. Wow!
Does LinkedIn take advantage of weak links?
Rick Bookstaber asks whether LinkedIn anything more than a resume warehouse? Is it simply a web-based Rolodex to make it easier to stay up with your business contacts? He doesn't know the business model for the company, and doesn't have any…
Wadhwa, Kedrosky On Technology ‘Bubble’
Technology guru Vivek Wadhwa of Duke University and Paul Kedrosky, a noted investor and analyst in the tech and finance space debated whether there is a bubble in technology shares on Friday. The interview is very good, so I am posting it…
How to start an online social network from scratch
If you had to start an online social network from scratch, how would you do it?