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.
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 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…
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…
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…
"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,…
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…
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…