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Monthly Archives: February 2012

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Parking lots and streets deser…

Posted on February 6, 2012 by carl
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Parking lots and streets deserted this morning in Boston. I suspect Super Bowl hangover as the cause, and not in a good way.

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Why Facebook needs a better mo…

Posted on February 6, 2012 by carl
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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

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Interesting pricing: Walmart i…

Posted on February 5, 2012 by carl
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Interesting pricing: Walmart is now selling Kindle Fires for an effective price of $150 ($50 gift cards). #yg http://t.co/OnJo1Mnv

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@chandr125 Apple runs iTunes a…

Posted on February 3, 2012 by carl
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@chandr125 Apple runs iTunes at a profit — it’s just small by Apple 40% gross margins standards. But it is definitely a money-maker.

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Apple fixed its iBooks Author …

Posted on February 3, 2012 by carl
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Apple fixed its iBooks Author EULA so that it does not claim exclusive distribution for books published in formats other than .ibooks.

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Ads vs transactions: FB’s 2011…

Posted on February 3, 2012 by carl
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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

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More FB skepticism: RT @DavidG…

Posted on February 2, 2012 by carl
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More FB skepticism: RT @DavidGoldmanCNN: Phenomenal story from @LaMonicaBuzz on why Facebook isn’t worth $100 billion. http://t.co/eXeyJYqo

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@asymco Sorry, screwed up math…

Posted on February 2, 2012 by carl
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@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).

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@wilkos I’m not convinced. All…

Posted on February 2, 2012 by carl
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@wilkos I’m not convinced. All data I’ve seen says that social advertising is monetized at a far lower rate than search advertising.

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@asymco If Apple had Amazon’s …

Posted on February 2, 2012 by carl
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@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.

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