Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Meta Platforms, Inc. (Facebook) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (558)	5/21/2012 3:14:14 PM
From: Win-Lose-Draw	1 Recommendation Read Replies (1) \| Respond to of 3790

That's all too complicated for me - let's look at the asymptote. Say, 2B signer-uppers, $10/head in actual FB revenue. That's $20B in revenue, as the upper end. AAPL is a high-buzz, $100B revenue company, with a market cap of $500B. Based on that, $100B for eventual market cap seems fair - or at least defensible - for FB. So for believers, buy when the market cap is below $100B. How much below? That depends on how quickly you believe FB will get to the asymptote. If you don't think FB will achieve orbital velocity, probably best to stay away, as this is going to be a coin-toss to trade on short-term horizons. All IMO, etc.

To: Glenn Petersen who wrote (558)	5/21/2012 3:47:48 PM
From: Trader J	2 Recommendations Read Replies (1) \| Respond to of 3790

I'm not a believer of using absolute statements like "will", "won't", "can't", "never, etc. But I will say this about Facebook. If they were to ever try to monetize Facebook through a subscription model for their in-place service ... it would surprise me to an unbelievable level. Again, monetization of a an audience of nearly one billion does not need to be direct from the service. It can be through indirect plays off of that captive audience. They already have the eyes ... now they simply have to partner, create and scale the model to work like it already is. They've accomplished the hard part already.

To: Glenn Petersen who wrote (558)	5/21/2012 7:34:29 PM
From: Kirk ©	2 Recommendations Respond to of 3790

Good article. "So, a fair price for Facebook might be between $16-$24. " I did a completely different analysis last week and arrived at the same price: 18 May Amanda Drury ?@MandyCNBC Facebook now below $39...up just over 2% Kirk Lindstrom ?@KirkLindstrom @MandyCNBC It was SO Hyped and CA is depending on it for tax revenue. I may put in a bid for shares at $20 now and see what happens. twitter.com I usually look for a significant discount to what the last round of equity financing paid per share....