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Technology Stocks : Twitter
TWTR 53.700.0%Oct 28 4:00 PM EDT
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To: Justinfo who wrote (21)11/6/2013 9:29:39 AM
From: Trader J  Read Replies (2) of 81
 
No I haven't seen anything like that, but nor am I paying a lot of attention to it. The IPO and subsequent first trades will be what they will be. I'm hoping that they aren't 'forced' to increase their offering size and that they stick with the upper end of the range. First trade beyond that will be well above the IPO pricing.

But as far as corporate valuation, I'm not paying a lot of attention to it following the IPO. To a large degree, I'm looking at it much like the FB IPO. It's far more about 5+ years out for me and what they can leverage from their model into bigger and better things in the future. FB and their previously 1B users was enough for me to give them the benefit of the doubt for the future ... that's a lot of eyes and a lot of opportunity. Twitter is in the same boat with their application and what potential they have to deliver from that platform. Success is not guaranteed but I'd much rather have a rabid following of users to use as a springboard.

Many years ago I was constantly fighting the battle of Google with many others that said their single revenue ad model would eventually fall while I argued vehemently that it was more about leverage their ad model into new verticals. I just recently posted some of that early analysis back on my thread for "fun" reading.

Twitter should price later today and I believe we'll find out about assignments very late tonight or early tomorrow AM.
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