how is it you propose to understand an industry, let alone a single business within that industry, without even a meager understanding of the technology or the players, alliances, etc. do "senior" financial analysts always demonstrate this much disregard for the industry, business, and model(s)?
how many internet cliches do you think you can stack up in a single post? i think you have more in you! and yeah, it took less than 5 minutes. time well spent imo. of course, you don't have any.
if you ever do get some time, you might consider a drive through Muir Woods... or perhaps a surf at Stinson Beach or Half Moon Bay.