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This sums up for most of the article.

Those three companies have about $90 billion in cash on their books. McKinsey & Company calculates that the largest software and hardware companies have enough excess cash on hand to buy nearly all of the tech industry’s medium-sized companies.

As long as there is this kinda cash sitting with companies wanting to buy, there will be companies made. Cash is cheap nowadays and there are lot of people/companies willing to bet.

mobile tech, wireless access, cloud/aws, linux maturity, etc.. - everything culminated to make whole tech companies so disruptive, no other field is ripe with products or speed of innovation.



"Cash is cheap nowadays" -- in what currency? ;)


Basis points. Cash is dirt cheap right now, and the US fed has said they'll keep it that way for a few years.

Wait, wasn't that the storyline for another recent story....


What do you mean by cheap? Inflation? I doesn't seem to be that cheap for me.


GP is probably referring to low interest rates and the general availability of investment dollars.




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