"Bubble" is too strong a word. But multiples are too high.
http://on.barrons.com/10d3aRG
Thursday, May 9, 2013
Telecom P/E Multiples Overextended?
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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