Wednesday, December 12, 2007

Mobility and Video Will Drive Growth

If Bear Stearns analysts are correct, mobile penetration will zoom past 100 percent, as will digital TV penetration, quite soon. Which suggests those two types of devices are where ad revenue opportunities are brightest, not to mention other sorts of "for fee" services and applications.

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SpaceX Acquisition of Cursor is About the Stack

SpaceX is acquiring Cursor ’s parent company Anysphere for $60 billion, and the valuation might be more a matter of strategic value than tra...