Quite a co-incidence to see these two post in my reader this morning…
1.) Huge Net Capex: One-Time or Permanent?
The WSJ describes a key issue facing the big net companies, especially Google: massive (and increasing) capital spending. Last week, for example, Google stated that 2006 CAPEX would “significantly exceed” 2005’s mind-boggling $800 million, prompting analysts to toss out 2006 estimates in the $1.25 to $1.5 billion range. Yahoo! spent $400 million last year, up from $250 million the year before. Amazon’s cranking up spending… (full article at the Internet Outsider)
2.) Cuban invests in San Francisco toilet-seat maker
Mark Cuban, the wealthy Texan who sold Broadcast.com to Yahoo for $5.7 billion in 1999, has reached out to Silicon Valley and invested in Brondell, a manufacturer of Japanese-style toilets that wash your derriere with all kinds of delicate sprays (see video here)… (full article at SiliconBeat)
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