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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: kimberley who wrote (149)4/30/2020 8:37:18 AM
From: Sun Tzu1 Recommendation

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ajtj99

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My out of money (which used to be in-money) November bear spreads on ZM are now in money again :) The market is finally catching up to my thesis that the barriers to entry are too low.

What's more, I think Zoom will come to regret all this "good news" that it got (and the management fanned). It brought in increased competition from Google, Microsoft, Facebook, and even pushed Verizon to buy BlueJean.

And while their users have jumped from 10 million to 300 million, I very much suspect those are free users - which means the costs are increasing but the revenue is not. Meanwhile, a lot of school boards and government and private organizations have banned the use of Zoom. MSFT and GOOG both have better prices and more entrenched user bases that will join their videoconferencing offerings. Any overlap between these users and Zoom's is a negative. Which means the revenue might actually end up falling.
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