"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.
Subscribe to:
Post Comments (Atom)
Can "Articulate Medical Intelligence Explorer" Outperform Primary Care Physicians?
A study suggests Articulate Medical Intelligence Explorer, a large language model (LLM)-based AI system optimized for diagnostic purposes, m...
-
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...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment