Why Goldman Did Not Quite Value Facebook at $50 Billion – Not Even Close
The tech world has been up in arms about Facebook’s alleged $50 billion valuation from Goldman Sachs. But after doing a bit more reading, it looks like that reported valuation is greatly exaggerated....
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A Casual Stroll Down Tech Valuation Lane – Facebook, Apple, Google, and More
Facebook’s alleged $50 billion valuation granted by Godfather Goldman really has had the investment community aflutter. ”A social networking bubble!” proclaimed value investors around the globe. But...
View ArticleMore on Tech Values – Buy Apple, Sell MSFT in 2011?
My article from Monday – in which we looked at the future prospects and rough valuations of our favorite (or at least most well known) technology companies has sure drawn a lot of attention – and anger...
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Intel Takes Our Advice, Quits Whining and Boosts Dividend a Healthy 15%
You may remember that last September, we called out Intel’s management for whining about the company’s stagnant share price: When a CEO constantly bemoans the fact that his/her stock price is wildly...
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Why Mr. Market Just Whacked Microsoft in the Head After Good Earnings
Microsoft reported better than expected earnings and revenue…but Mr. Market whacked MSFT anyway. “The execution at this company has actually been pretty good over the last year,” said Ursillo, whose...
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Microsoft Back Near a Hard Floor of Buying Support
Regular readers know that I’m not exactly a huge fan of Microsoft’s software porfolio circa 2011 and beyond. (For my full scathing analysis, click here). But it is looking like many investors now...
View ArticleA Visit to Singapore’s Vibrant, Growing Startup Community
During our trip to Singapore last month, I had the great opportunity to sit down with two guys leading the startup charge in that beautiful city-state. In the morning, I had a great chat over tea with...
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Google and China Tussle Again – Accusations of Hacking Gmail Accounts
Yesterday, Google accused – (or “announced that”, depending on which side of the Pacific you’re on) – Chinese hackers targeted the Gmail accounts of some folks who might not exactly be friends of the...
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Thoughts on Google After Earnings Report, Initial Plus Success
Last weekend, I listened to the replay of Google’s earnings call/webcast – which sent GOOG up over 10% last Friday. It was Larry Page’s first quarter as Google CEO – he’s off to a pretty good start....
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Guidewire’s Ambiguous Q3 Results, And The Market’s Manic Reaction
The market reacted in manic fashion to Guidewire’s fiscal Q3 financial results. Initial jubilation sent GWRE up over 10% at market open, but that was quickly displaced with selling that saw the stock...
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