Wednesday, January 5, 2011

Is Google Now Microsoft? Facebook Bull Thinks So

Rare is the company that keep up hyper levels of revenue growth forever. Even if you agree with this view, Facebook itself is going to be "legacy," sooner or later.

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Amazon AI Capex is a Rorschach Test

Amazon capital spending plans are a bit of a Rorschach test test these days: what the picture means tells us more about the viewer’s perce...