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Re:Is the big tech era ending? by lotsofpulp on Saturday December 04, 2021 @09:20AM (#29440973)
Surely the beancounters can also see the effects of capex on the valuations of the cloud providers.
Re:Is the big tech era ending? by ethbr0 on Saturday December 04, 2021 @10:35AM (#29441479)
If they're publicly traded, no one's going to give Bob's Consolidated Widgets a 65x PE or 2x+ PEG ratio, even if they have the best IT strategy in their market.