VSD

The Next Tech Boom: Infrastructure 2.0

Who is going to finance this boom? Not the banks! Today, large tech companies are financing the purchases of their customers.

Could eBay Be a Microsoft Takeover Target?

They should have gone after ebay instead of Yahoo. Ebay gives them ecommerce, advert, voip and paypal. Probably the most undervalued stock in internet space today.

Microsoft + Yahoo = Real Competition for Google

In the short term this is bullish for Google. By the time Microsoft/Yahoo start singing the same tune, Google's market share will increase to 80%. However, in the long term it is good for consumer because the market is growing so fast that it can accomodate two big players.