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To: Robert O who wrote (2800)11/7/2013 1:49:50 PM
From: The Ox  Read Replies (1) | Respond to of 8280
 
If this IPO values Twitter at $18 billion, that's a price to sale around 35.

FB and LNKD (I believe) have price to sales ratios around 18. Maybe FB is worth $90 and LNKD is worth $500 based on this metric....vbg.

I'd consider TWTR around $20 and more likely 17, if it ever gets there. More likely, their sales will have to soar, as the last I heard they were under $600 Million. LNKD's at $1.4 billion and FB is at $6.8 billion.

I haven't looked too deeply into the TWTR model but it sure appears overpriced at a glance.....



To: Robert O who wrote (2800)11/8/2013 1:18:03 PM
From: The Ox  Respond to of 8280
 
I was wondering if they may try to ramp TWTR over $45 by the close, so that they don't have people talking all weekend about how they scammed the retail investor again (like FB).

(thinking out loud....so to speak)