Or, select individually:
- Amazon Streaming News Hammers Netflix Stock
- The Utter Collapse Of MySpace
- The Government Money That Built The Internet Is Going Away
- Apple Is Being Underestimated On Wall Street (Again)
This is just round 1 in a long fight between the companies. For now, it's hard to envision Netflix subscribers quitting for Amazon, but in the long run Netflix is going to have to deal with a tough new foe.
If you're looking for a bull case for Netflix keep in mind it does one thing -- video rentals and streaming. It's not going to lose its only battle with out putting up a serious fight.
Total US tech R&D spending as a percentage of GDP is below where it was for much of the 1960s, according to Kleiner Perkins partner Mary Meeker's analysis of USA Inc.
That's mostly because government spending on tech research is way down.
Right now, private investment is almost making up for it. That's nice, but remember: private investment maybe have given us Facebook and Garmin, but public sector investment gave us the Internet and GPS.
Apple had a banner year last year, posting absolutely crazy growth on a year over year basis, blowing away estimates.
Will it be able to do it again this year? Sort of.
Apple will be growing, but it won't be crazy in the opinion of Piper Jaffray's Gene Munster, who is admittedly a little bit conservative when it comes to Apple.
You can see the impressive rise of Apple's sales on a year over year basis below, and the relatively tepid growth he's forecasting. (Don't forget Apple didn't have full production of the iPad until the last quarter of 2010. It should be at full strength for all of 2011.)
Or select individually:
- Facebook's Stranglehold On Mobile Time
- Is The Smartphone Killing The PC?
- The Death Of The Music Industry
- The Market For iPads Is A Lot Bigger Than You Think
- The Death Of Music Industry Is Much Worse Than We Thought
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