Which doesn't mean FB is "worth" what it's worth—to me it seems overvalued, but then again no one is holding a gun to my head and forcing me to buy its stock. The nice thing about markets is that we can bet with our money, or not.
Which doesn't mean FB is "worth" what it's worth—to me it seems overvalued, but then again no one is holding a gun to my head and forcing me to buy its stock. The nice thing about markets is that we can bet with our money, or not.
That's a pretty gutsy assumption, considering Facebook could plausibly be seriously damaged by something as simple as kids deciding they don't want to hang out at the same place their parents do.
1) SSDs are taking over the market, and that favors flash suppliers like Samsung. 2) All the research dollars to increase sizes just drive the prices down. 3) At some point soon, there will be no need for further drive size increases. Unless someone comes up with a more space-hungry format than 1080p video.