Neil Wrote:These firms have all succeeded because of how well they mesh with the Millennial mindset. Collectively, the four horsemen represent more than just bleeding-edge, trans formative technology. The goods and services offered by Apple, Alphabet, Facebook and Amazon have brought a sense of order to their respective sectors, and have created entire communities of like-minded users. But iconic status doesn’t guarantee future growth. Even among the four horsemen, the ones without a clear path forward are destined to fall behind.
1. I see no reference to GenX. He's only looking at something like half the pie.
2. Past performance is no guarantee of future results.
Neil Wrote:Alphabet and Facebook, despite their search and social media empires, are dangerously reliant on advertising revenue. Alphabet reports that fully 90% of its Q1 2016 Google revenue came from ads ($18 billion). Facebook’s ad-based revenue share is even higher, at 96% ($5.2 billion compared to $5.38 billion in total revenue). But advertising is a zero-sum game: Since ad spending over the long term is unlikely to change much as a share of GDP, Alphabet and Facebook are competing for the same fixed pie.
Hey, it might go down there, Neil. Ever heard of ad blocking? Clever Xer's block ads to save bandwidth you know. If the number of data plans go to limited data, then more Xer's will block ads to save $. Btw, it also keeps corporations dark wrt browsing habits.
I do agree about Amazon. Yeah the stock price is way to high though.
One simple edit is all it takes to clobber ads, man.
http://winhelp2002.mvps.org/hosts.htm
hosts file fix = ad free youtube and Forbes as well!
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