Parking lots and streets deserted this morning in Boston. I suspect Super Bowl hangover as the cause, and not in a good way.
Monthly Archives: February 2012
Why Facebook needs a better mo…
Why Facebook needs a better mobile story to move up among the four horsemen of mobility. http://t.co/GYWscE1r http://t.co/g4GrORmG #yg
Interesting pricing: Walmart i…
Interesting pricing: Walmart is now selling Kindle Fires for an effective price of $150 ($50 gift cards). #yg http://t.co/OnJo1Mnv
@chandr125 Apple runs iTunes a…
@chandr125 Apple runs iTunes at a profit — it’s just small by Apple 40% gross margins standards. But it is definitely a money-maker.
Apple fixed its iBooks Author …
Apple fixed its iBooks Author EULA so that it does not claim exclusive distribution for books published in formats other than .ibooks.
Ads vs transactions: FB’s 2011…
Ads vs transactions: FB’s 2011 revenue: $3.7B on 845M users. APPL’s 2011 iTunes store revenue (no hardware sales): $6.4B on 224M users. #yg
More FB skepticism: RT @DavidG…
More FB skepticism: RT @DavidGoldmanCNN: Phenomenal story from @LaMonicaBuzz on why Facebook isn’t worth $100 billion. http://t.co/eXeyJYqo
@asymco Sorry, screwed up math…
@asymco Sorry, screwed up math. If Apple had Amazon’s PE, it’s stock would sell for $4,550 and its market cap would be $4.2 trillion (10x).
@wilkos I’m not convinced. All…
@wilkos I’m not convinced. All data I’ve seen says that social advertising is monetized at a far lower rate than search advertising.
@asymco If Apple had Amazon’s …
@asymco If Apple had Amazon’s PE, it’s stock would sell for $1,579 per share, and it’s market cap would be $1.47 trillion.