Monday, July 13, 2015

Google: Non-Search Assets To Drive Near-Term Growth; Long Term Growth Built on Connectivity Assets?

Marginal cost pricing is part of the strategy, of course. Google will be more aggressive about this than legacy ISPs.

But even legacy ISPs will face pressure to price at marginal cost.

Huge implications, to be sure.

Google: Non-Search Assets To Drive Near-Term Growth http://m.seekingalpha.com/article/3319235?source=ansh $GOOG, $VIA, $VIAB, $FB, $GOOGL

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Equity Valuations are High, But are They "Too High?"

As common as it is to compare today’s artificial intelligence equity valuations to dot-com bubble levels, there is a reasonable argument to ...