Here’s the way I think of “The Cloud” - If I don’t have to worry about my data when I spill coffee on my laptop, then I’m using is The Cloud. In that vein, I’m in general agreement with Urquhart’s definition – “Cloud computing is an application-centric operations model.” (After my visit to the Silicon… [Read more…]
December 10, 2008
Last week, I wrote did some quick math comparing the value of Twitterers relative to the value of Googlers. My initial thoughts were that Googlers were far more valuable – that the relative value of Twitterers based on the $500 mln offer from Facebook was an extreme valuation. Now I’m not completely sure. After posting… [Read more…]
November 26, 2008
Following up with an additional thought on the Twitter/Facebook saga… In yesterday’s article, I approached Twitter’s valuation from a “per twitterer” basis – arriving at an estimated value of $45 per twitterer based on Facebook’s $500 million which is really worth $150 million using the “Henry Blodget Facebook valuation discount factor.” To put the $45… [Read more…]
November 26, 2008
Maybe the message was something like: Twitter: @Facebook “No can do. Thx 4 the offer.” It’s common knowledge now that Twitter declined Facebook’s “$500 million” offer. Running some numbers yields some interesting results on the offer and valuations of both companies. (We’ll come back to the quotes around the $500 million shortly…) Back in April,… [Read more…]
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December 11, 2011
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