Mobi... like you, I think the apps is going to be generate good revenue, but I still believe the real money will come from the advertising. Saying this - it is pretty handy having a company that understands the mobile market and where it's going and is nimble enough to act quickly. By this I mean - I wouldn't be too surprised to see a couple more acquisitions early in the new year to fill a couple of gaps. Whether they be US or Euro based companies delivering ads or creating apps, and possible negotiations with an Asian company that has a toe hold into greater China... personally, I would be looking for a HK company.
Just my thoughts on the next few months.
Hope everyone has a wonderful Xmas and great 2011.
Jmcgoo
february-it will all start happening, page-13
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