Marissa Mayer has walked into a No-Lose Situation.
Redmond has awoken and the furnaces have been jerked into life, steam and smoke appear above the forest’s treeline.
And typically, there’s been a punitive effect on dividend payers in techland in the form of PE multiple compression
Moreover, I think LinkedIn represents a property that could probably find new ways to monetize the massive network and data they have every month.
Now we learn why Christopher Dodd, the retired Senator from Connecticut, is receiving over $1.5 million a year to head the Motion Picture Association of America.
“It seems that we have a chess match because Twitter knows it is worth a lot to Google and that Google can’t let Facebook or Microsoft buy it. “
By purchasing Android, Google accomplished what Microsoft ($MSFT) set out to do in the 1990s with Internet Explorer.
Mega cap growth is an oxymoron.
Microsoft’s “cheapness” is the White Whale that compels all value investors to follow it out to sea, like crazed Captain Ahabs wielding DCF calculations.