FinTech Innovation Lab Launch Event – June 2, 2011
David Teten
JUNE 6, 2011
Price/bandwidth is plummeting. The public markets are forecasting that. When I started covering space, comm. companies were trading at 50 P/E, then down to 30, now down to 8. Apple 11-12x P/E. Apple, HP, Microsoft, all about the same. When I virtualize, eventually I’m going to buy less. Riverbed is trading at 35 P/E.
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