“Half-Life” for “Midlife Crisis”

Tudor Muşatescu, a Romanian playwright, once wrote, “The glory is not ephemeral. Ephemeral are only those that have it.” Is IBM the exception that proves the rule? As a matter of fact, Big Blue turned 100 this month, and according to its financial records in a pretty good shape. For instance, IBM’s market value passed […]

Bubble or No Bubble? An Analysis of Three Internet Companies

Facebook’s valuation is approaching $100 billion, Microsoft recently acquired Skype to the tune of $8.5 billion and Twitter’s estimated market value is $8 to $10 billion: someone is always crying bubble, but is the social web another bloated shell game or a gold mine to be tapped? In this talk, I tried to take a closer look at three Internet companies with different models, breathtaking valuations and connected users in common.