Sunday, January 30, 2011
Netflix Beats, Worry Grows (Insert "Apple" and You Know the Story)
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Subscribe to:
Post Comments (Atom)
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...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
No comments:
Post a Comment