Monthly Archives: February 2014

What’sApp….Should Apple stock surge?

Whats app got sold for a cool $19Billion to Facebook Inc (NASDAQ:FB).

But why should Apple (NASDAQ: AAPL  ) stock jump?

There are some 450Million users of Whats App. So their CLTV (Customer lifetime value) works approximately $55/user.

Apple has SOLD at least 500Million+ iPhones. All of them comes installed with iMessage. And most users use this app anyway. And these are your users who pay $600-$700 per handset!!

So, shouldn’t the value of Apple change & go up by another cool $20Billion? I have not seen any research report which puts $20Billion value for iMessage.

Blackberry BBM = Please don’t Cry 🙁




Giri Devanur

Change – How Netflix will dominate

I had predicted earlier that Netflix may lose out. That was in 2012. I was wrong on this prediction.

What a change 2 years can make!

Last few hours watched House of Cards – 2 on a binge. Frank Underwood will make NetFlix win!

Netflix will emerge as the unique leader of content creation and distribution. A feat very few cos in history have managed to acheive.

Is the netflix stock headed to $600. Double knock on the table!!