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Silicon Valley - The thrill is gone


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#1 stocks

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Posted 27 January 2016 - 05:26 AM

AAPL's teckno-toys are no longer selling.

 

This is just the beginning.

 

 

Apple's super-growth era falters:

 

Apple Inc forecast its first revenue drop in 13 years and reported the slowest-ever increase in iPhone shipments as the critical Chinese market showed signs of weakening, suggesting the technology company's period of exponential growth may be ending.

 

 

http://www.reuters.c...s-idUSKCN0V42P9

 


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#2 SemiBizz

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Posted 27 January 2016 - 09:11 AM

Trump says U.S. economy in a 'bubble' he doesn't want to inherit

 

I disagree however with your premise as presented...

 

"Silicon Valley - The thrill is gone"

 

There's a new thrill in town...

 

Internet of Things (IoT)

 

Apple isn't structured to build that business.

 

Steve Jobs is dead, he was a chameleon/entrepreneur that re-invented himself and the company many times.

 

These guys running the company now were the pawns that implemented his visions.

 

Cook has no clue.  He's taken Apple's cash and invested in bonds, not exactly the risk profile needed to develop World-beating products.


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#3 stocks

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Posted 30 January 2016 - 03:41 PM

During the last fifteen years, Microsoft’s net income has grown at a 5.9% annual rate and Cisco’s at 7.8%

 

Microsoft’s market cap declined from $600 billion to $380 billion, meaning it shed $220 billion of valuation, as its PE contracted from 75X to 18X 

 

Likewise, Cisco’s market cap plunged from $530 billion to $140 billion. 

 

Amazon has spent 25 years creating a monstrous machine that is resolutely focused on spending every dime of revenue on global empire building.  It will never generate a decent return on capital. Well, at least not more than the anemic 3.3% pre-tax return it posted for 2015.

 

Thus, it is only a matter of time before unforeseen external events, such as an ordinary business cycle downturn, to say nothing of the impending global deflation, trigger a drastic re-rating and PE compression.

 

 

http://davidstockman...monetary-fools/

 

 


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#4 stocks

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Posted 01 September 2016 - 07:50 AM

Q: Where is hi-tech presently located on the Gartner hype cycle?

 

A: Sliding down the "Trough of Disillusionment."

 

Gartner Hype Cycles provide a graphic representation of the maturity and adoption of technologies and applications,

 

Trough of Disillusionment: Interest wanes as experiments and implementations fail to deliver. Producers of the technology shake out or fail. Investments continue only if the surviving providers improve their products to the satisfaction of early adopters.

 


Figure 1. Hype Cycle for Emerging Technologies, 2016:

 

http://www.gartner.c...room/id/3412017


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#5 stocks

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Posted 06 September 2016 - 09:09 PM

Elizabeth Holmes had no other choice. She finally had to address her employees at Theranos, the blood-testing start-up that she had founded as a 19-year-old Stanford dropout, which was now valued at some $9 billion.

 

Two days earlier, a damning report published in The Wall Street Journal had alleged that the company was, in effect, a sham—that its vaunted core technology was actually faulty and that Theranos administered almost all of its blood tests using competitors’ equipment.

 

The article created tremors throughout Silicon Valley, where Holmes, the world’s youngest self-made female billionaire, had become a near universally praised figure. 

 

Holmes reiterated that Theranos’s proprietary technology could take a pinprick’s worth of blood, extracted from the tip of a finger, instead of intravenously, and test for hundreds of diseases—a remarkable innovation that was going to save millions of lives and, in a phrase she often repeated, “change the world.” 

 

Holmes adorned the covers of FortuneForbes, and Inc., among other publications. She was profiled in The New Yorker and featured on a segment of Charlie Rose

 

http://www.vanityfai...ranos-exclusive

 

 

 

 

 

 


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#6 stocks

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Posted 11 October 2016 - 12:43 PM

Facebook’s video-ad scandal shows the company’s disdain for advertisers, users

 

The takeaway from Facebook’s bombshell that it had overstated a key measure of video ad viewership on its pages by about 80%: It’s not that the social-media giant “miscalculated” its numbers. It’s a fresh view into Facebook’s arrogance, both toward its advertisers and its nearly two billion users.

 

 

 

http://www.marketwat...&dist=bigcharts

 

 


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Why do liberals hate Christians and love Muslims?