I hatre to say this but this is the obvious and stuff I have seen before. Not the precise information but the trednign information looks a lot like a great of past trending information.
The reason why this is getting any attention at all is that Mary Meeker the same analyst who spent years promoting Amazon as that paradigm changing Internet book dealer. By the way it took years for Amazon to actually make a profit.
The deck is the same old, same old.
By the way did anyone tell Mary that Groupon should not be filing its IPO? Further, it is not a good representation of how to create value in the Internet; at least not the way it is doing it by inflating its value.
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PJLouis |
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10/21/2011
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