Transaction value (which is not at all the same as GDP, transaction value will be vastly larger than GDP) is much lower for Bitcoin than the outstanding value of the currency is.

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And the closer one gets to getting paid these big payments, the larger is the present value of the obligation.

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The value of the real estate market is about 30 times larger than that of publicly traded real estate on the stock exchange.

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The broad value of machine data is that it tracks micro activity that can then be used to detect larger trends or to track specific flows of activity.

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That value can be unlocked as some of this private equity money or excess money from larger companies is put to work.

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It seems reasonable that Rackspace will have the most appeal to SMBs because of the value proposition of outsourced and scalable IT functionality, but this segment is more vulnerable to economy swings than larger enterprise customers.

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The one risk in being too negative is the chance that they sell to a larger competitor, though at a nice premium to its tangible book value, the stock is not as attractive as other potential takeover candidates.

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