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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

AUGUST 1, 2012

Businesses large and small are still figuring out how ubiquitous computing will impact their employees, customers, and business partners. Let’s dissect: Advertiser Spend – Mobile ad spend is growing, but is still currently a fraction of traditional web ad spend (display, search, video) or other mediums like TV.

Mobile 160
Mobile Advertising Bandwidth Web 160
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When Does Zynga Become a Value Stock?

Agile VC

AUGUST 9, 2012

But even if you back out customer acquisition spend in addition to COGS, Zynga’s profit margins are still over 50%. Harrah’s, MGM, etc) or traditional video game companies in the even online gambling in some form becomes legal. That being said, unlike a company that has essentially zero user acquisition costs (e.g.

Stock 160
Stock LBO .Net Valuation 160
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