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Disruption vs. Revenue Quandary and the Tech Bubble

Posted by on May 1st, 2012

I remember the first tech bubble well. True story: In 1998, one prominent online vendor – long since dead, by the way – was selling my company’s product for $66 when the distributor price was $76. Also true: In 2000, a would-be acquirer flirted with buying Palo Alto Software for its web traffic, but wanted to leave out our $5

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When Good Legal Advice Is Worth $10 Million An Hour

One of the highest profile liquidity events to date in 2012 is Facebook’s announced deal to acquire Instagram for $1 billion.  The popular mobile photo-sharing service should fit well into Facebook’s growth strategy as a soon-to-be-public company, but its eye-popping valuation — more than that of the New York Times, for those keeping score at home — is made more

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