Tech shares fall

http://www.bloomberg.com/news/2014-04-25/amazon-falls-as-increased-spending-limits-profit-growth.html

One aspect that may or may not be reflected on those stocks value is that you don’t get as much brand permanency on internet businesses as you do with banks, retailers, and other more traditional companies.

All they have is data, lots of it, flowing in. And talent to analyze that data and target ads better. Once people realize that the vast majority of those analysis do not require a huge amount of data but only smarter ways of collecting samples we may see a decrease in their value.

 

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