Internet darlings from Google GOOG -0.83%, through Facebook to LinkedIn LNKD -1.67% and a constellation of other dotcom2 companies with their plethora of metric breaking valuations have entered a new era where the model that made them rich and famous will fast become extinct.
It is clear that the desktop is no longer the main platform for content, it is mobile – and the shift is accelerating. However retrograde that move might be, the PC/laptop has been superseded by the mobile. The only sliver of comfort is the success of the tablet.
http://www.forbes.com/sites/investor/2014/01/29/shift-from-desktop-computing-bodes-ill-for-google-facebook-and-other-dotcoms/?partner=yahootix