Is There a Valuation Bubble for Social Media Companies (and if so, is it Bursting)?
Pascal's View
AUGUST 21, 2011
The former includes the Twitters, Facebooks, Linkedins, Tesla Motors of the World and the latter is the 95% of companies (B2B SaaS, Semiconductors, Cap Equipment, Biotech, MedTech, etc) that need to be marketed (Supply Push) by legions of brokers. It is intentional. And I agree with Mike Arrington that what is going on now is different.
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