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markmax33.
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April 2, 2012 at 4:24 PM #19657April 3, 2012 at 12:00 PM #741060
markmax33
GuestGroupon is not even close to an internet 2.0 company. It masquaraded as one, but once they revealed their financials before the IPO it was clearly not a viable business model.
The real internet 2.0 companies will be based around click through advertising on the web and will grow tremendously. Companies such as Google/Facebook/ZNGA that have integrated ads will have tremendous upside while the world goes digital.
April 3, 2012 at 2:00 PM #741068
CoronitaParticipant[quote=markmax33]Groupon is not even close to an internet 2.0 company. It masquaraded as one, but once they revealed their financials before the IPO it was clearly not a viable business model.
The real internet 2.0 companies will be based around click through advertising on the web and will grow tremendously. Companies such as Google/Facebook/ZNGA that have integrated ads will have tremendous upside while the world goes digital.[/quote]
Errr. Check out zynga’s stock price too? And their secondary offering that was priced well below then current market price……
hmmmmmmmmmApril 3, 2012 at 2:05 PM #741070Diego Mamani
ParticipantLOL indeed! I couldn’t believe my ears when hearing this on NPR yesterday. Crooks like the Groupon execs give all businesses a bad name.
April 3, 2012 at 2:21 PM #741071NicMM
ParticipantZynga stock should have a upward potential if online gambling becomes legalized. It announced to pursue this opportunity working with WYNN group.
NicMM
[quote=flu][quote=markmax33]Groupon is not even close to an internet 2.0 company. It masquaraded as one, but once they revealed their financials before the IPO it was clearly not a viable business model.
The real internet 2.0 companies will be based around click through advertising on the web and will grow tremendously. Companies such as Google/Facebook/ZNGA that have integrated ads will have tremendous upside while the world goes digital.[/quote]
Errr. Check out zynga’s stock price too? And their secondary offering that was priced well below then current market price……
hmmmmmmmmm[/quote]April 17, 2012 at 6:57 AM #741780CoronitaParticipantLooks like not only is Groupon cratering, like I predicted, but so is Zynga… 10.45 and going down….
It’s close to ipo pricing and probably going below that soon…Splatville here we come.April 17, 2012 at 7:18 AM #741783Guest[quote=flu]Looks like not only is Groupon cratering, like I predicted, but so is Zynga… 10.45 and going down….
It’s close to ipo pricing and probably going below that soon…Splatville here we come.[/quote]Flu – I love how you make predictions with no merit. I just doubled down on ZNGA. If you understood advertising or gaming you would know ZNGA is not a “web stock”. Even my 70 year old father is playing games on his mobile device. LOL @ FLU!
April 23, 2012 at 7:39 AM #742026an
Participant[quote=markmax33][quote=flu]Looks like not only is Groupon cratering, like I predicted, but so is Zynga… 10.45 and going down….
It’s close to ipo pricing and probably going below that soon…Splatville here we come.[/quote]Flu – I love how you make predictions with no merit. I just doubled down on ZNGA. If you understood advertising or gaming you would know ZNGA is not a “web stock”. Even my 70 year old father is playing games on his mobile device. LOL @ FLU![/quote]
Ouch, down to $8.80 now. Time for triple down?April 23, 2012 at 9:37 AM #742024CoronitaParticipantThis article pretty much sums up why unless you are an insider, you won’t win at these web 2.0 ipo’s….
http://www.marketwatch.com/story/zynga-insider-activity-is-all-selling-2012-04-23?siteid=yhoof2
Zynga insider activity is all selling
Commentary: Backers and execs continue to dump post-IPO shares
Almost eeriely similar to web 1.0… The only difference was that during web 1.0 startups, we didn’t get around the 180 day lockup restrictions. Butwhen the 180 day lockup expired, insiders sold as much as as possible to ordinary shareholders…Looks like these latest IPOs have figured out how to get around the 180 lockup restriction…. Ingenius…What better way to screw retail post-ipo shareholders……
The old pump and dump. Buy hey, wall street banks got to get paid…Enjoy the freefall. Meanwhile looks like VXX will be our friend for the next few months.
April 23, 2012 at 9:44 AM #742028CoronitaParticipant[quote=AN][quote=markmax33][quote=flu]Looks like not only is Groupon cratering, like I predicted, but so is Zynga… 10.45 and going down….
It’s close to ipo pricing and probably going below that soon…Splatville here we come.[/quote]Flu – I love how you make predictions with no merit. I just doubled down on ZNGA. If you understood advertising or gaming you would know ZNGA is not a “web stock”. Even my 70 year old father is playing games on his mobile device. LOL @ FLU![/quote]
Ouch, down to $8.80 now. Time for triple down?[/quote]Well, it’s quite simple. Pissing match between retail investors, and institutional investors/insider, guess which category always wins at the expense of the the other. You know what is a sell sign for a stock? When insiders start unloading like crazy. It’s not the insiders that have regularly scheduled timed stock/options sales.. Its unusual events that allows insiders to unload. Afterall, if insiders actually thought their stock/options were going to be worth more in the future, they wouldn’t be massively unloading now right BEFORE a facebook IPO….
Or in the case of these web 2.0 trying to skirt the usually normal 180 lockup period that just about every web 1.0 company went through. The only reason why they are skirting around these lockup periods is because they want to cash out now, because they feel these valuations won’t hold up.
Something also specifically about zynga that is alarming. It’s strategy seems to be to use IPO proceeds to go on an acquisition spree. Translation: it doesn’t have the next big hit and needs to go out and buy it…..Problemville.
April 23, 2012 at 11:57 AM #742030Guest[quote=flu]Something also specifically about zynga that is alarming. It’s strategy seems to be to use IPO proceeds to go on an acquisition spree. Translation: it doesn’t have the next big hit and needs to go out and buy it…..Problemville.[/quote]
Flu,
You just showed how much you don’t know. They dominate the online poker world, they have several homegrown games that are wildly popular – Word’s with friends, farmvile, etc. You really seem clueless to this stock, online gaming and the advertising space in general. Why don’t we talk about Web 2.0 stock Google and their stock price since the IPO since you know it all? We know the tech stocks such as this will get hammered on the bad days and go up more on the good days.
I agree it sucks they owners are selling stock but it doesn’t mean they don’t have a ton of value and more upside potential than nearly almost every other stock that is publically traded.
Let’s continue this thought and discuss where operating systems are going in the next 10 years. There won’t be operating systems in 10 years. We will have web enabled network appliances that do everything over the net and these companies that have infrastructure for the online world will have tremendous growth.
The Poker thing is nearly a slam dunk for ZNGA. They have been in talks with Steve Wynn and the first of several states to legalize online poker will probably open their doors in late 2012. It will be a gold rush.April 23, 2012 at 12:40 PM #742031Participant[quote=markmax33]Let’s continue this thought and discuss where operating systems are going in the next 10 years. There won’t be operating systems in 10 years. We will have web enabled network appliances that do everything over the net and these companies that have infrastructure for the online world will have tremendous growth.[/quote]
There won’t be operating systems in 10 years? This statement alone speaks volume about your knowledge. How do you expect those fancy web pages will be displayed on the screen for users to see?Also, comparing ZNGA vs GOOG? Please do tell us, what’s GOOG’s EPS at IPO vs ZNGA’s EPS? ZNGA is probably closer to ARBA than GOOG. B2B was all the rave in .com v1.0. I would bring up Commerce One and Vertical Net too, but at least ARBA still exist today.
April 23, 2012 at 1:12 PM #742033CoronitaParticipant[quote=AN][quote=markmax33]Let’s continue this thought and discuss where operating systems are going in the next 10 years. There won’t be operating systems in 10 years. We will have web enabled network appliances that do everything over the net and these companies that have infrastructure for the online world will have tremendous growth.[/quote]
There won’t be operating systems in 10 years? This statement alone speaks volume about your knowledge. How do you expect those fancy web pages will be displayed on the screen for users to see?Also, comparing ZNGA vs GOOG? Please do tell us, what’s GOOG’s EPS at IPO vs ZNGA’s EPS? ZNGA is probably closer to ARBA than GOOG. B2B was all the rave in .com v1.0. I would bring up Commerce One and Vertical Net too, but at least ARBA still exist today.[/quote]
Funny you should mention B2B because I was in the heart of that december of 1999/2000/2001…Said company also ipo’ed and was acquired. and yes it was a pump and dump on both of the B2B companies I worked at.
April 23, 2012 at 1:17 PM #742034CoronitaParticipant[quote=markmax33][quote=flu]Something also specifically about zynga that is alarming. It’s strategy seems to be to use IPO proceeds to go on an acquisition spree. Translation: it doesn’t have the next big hit and needs to go out and buy it…..Problemville.[/quote]
Flu,
You just showed how much you don’t know. They dominate the online poker world, they have several homegrown games that are wildly popular – Word’s with friends, farmvile, etc. You really seem clueless to this stock, online gaming and the advertising space in general. Why don’t we talk about Web 2.0 stock Google and their stock price since the IPO since you know it all? We know the tech stocks such as this will get hammered on the bad days and go up more on the good days.
I agree it sucks they owners are selling stock but it doesn’t mean they don’t have a ton of value and more upside potential than nearly almost every other stock that is publically traded.
Let’s continue this thought and discuss where operating systems are going in the next 10 years. There won’t be operating systems in 10 years. We will have web enabled network appliances that do everything over the net and these companies that have infrastructure for the online world will have tremendous growth.
The Poker thing is nearly a slam dunk for ZNGA. They have been in talks with Steve Wynn and the first of several states to legalize online poker will probably open their doors in late 2012. It will be a gold rush.[/quote]Google wasn’t ever Web 2.0. Google has many many businesses and is extremely profitable with organic growth, and with enough enginerds to invent something new everyday and a strong marketing/sales/biz dev team to sell it.
Zygna’s got nothing and their strategy for growth is to use IPO money to buy the next big hit. It’s been tried before during web 1.0. Those companies died. But don’t take my word for it, we’ll check back in a few months. Just like… ron paul.
You’re “big picture” cloud computing/online “ra-ra” you’re displaying is about 10 years behind schedule…We’ve seen it and done it. You’re late to the party dude.
April 23, 2012 at 1:33 PM #742036sdrealtor
ParticipantFWIW, I used to work with a bunch of former C level execs from Fortune 500 companies during the Internet boom. Those guys always sell as soon as they can for diversification whether they are optimisitc about the future or not. Thats why they are rich and awlays will be. They are smarter than they are greedy. They have so much equity they would benefit plenty if the shares go up anyway and would rather sell on the way up than the way down.
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