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Facebook struggled to raise equity, so the equity cult is dead, says the FT. Really!?

So the FT think that Facebook struggled to raise equity? Funny, I thought the raising part went very well. It was the trading part that broke down. FB managed to raise $16bn at $38, or 65x earnings. I call that a success. I think Mark and his bankers do to.

John Authers and Kate Burgess argues in today’s FT that the six decade equity cult is dead and that bonds will now seriously take over as the investment of choice. The FT continues to say that companies don’t issue equity anymore but raise cash through the credit markets instead because equity financing is too expensive. It think the FT needs a little Finance 101.

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Non-exclusive Nokia/Microsoft deal is good?

February 12, 2011 1 comment

Lex (Nokia and Microsoft phone a friend) and many other columns and analysts seem to think the lack of exclusivity is a bad deal for Nokia. Why is it an issue that Nokia didn’t get an exclusive deal with Microsoft on the Windows Phone OS (WP7)?

Shouldn’t Nokia be happy that the deal isn’t exclusive? Look at what exclusivity has done so far to the IT and consumer electronics industry.

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Is Apple losing its cool?

iMac, iPod, iPhone. Pretty much everything that Apple [AAPL US] has touched and given a name starting with “i” has been a storming success. However, with the release of iPad Apple seems to losing its touch and rivals have not been idle. Is Apple losing to Microsoft [MSFT US] and Google [GOOG US]?

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