Bubbles

LinkedIn trades currently at 45 times REVENUE, GOOG and ORCL at 5, MSFT and AAPL at 3, IBM at 2.

Hard to say if this is a bubble, but it sounds like the only possible way to get payback is another Skype-sized deal where a giant hungry for a piece of the SoMe action sitting on a ton of cash (> $10B each of said giants) may decide for a costly shortcut.

 

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