Hold on, let me get the pump right 

http://www.marketwatch.com/story/facebook-ipo-date-uncertain-report-2012-05-11

Pages 18 - 36 nicely outlines why FB would be a bad investment

Other pages summarize the financial statements for the past 3 years (which should not be used as a benchmark for future growth IMO), and explains into further detail how they computed the values/accounting techniques used.

basically just discloses the inherent risks, plans for company growth, and historical data so investors can make sound decisions

Quote:

Originally Posted by iron883 

I skimmed through it, don't really know what I'm readying
 

thanks for you opinion tones, anybody else feel the same way?

When I first heard facebook was finally going to go IPO the first question I asked myself was what about their mobile stuff? I NEVER use facebook on a desktop and they don't serve up ads on there.  How is that going to look when they do have to serve up ads? Are people going to get sick of it because the tiny amount of viewing space your a cell phone has.  These are super important questions and I would've thought that before they IPO'd they would've fixed this and brought it live.

Maybe they are thinking that they can pull the mobile side in the next few quarters and that becomes the growth story for the company instead of pulling all the tricks out now.  I don't know, but as a longer term investor looking at the company I would be super worried about them being able to make the mobile side work correctly to:

1) Make advertisers happy with whatever they are able to present on the mobile phone version of facebook that keeps they paying

2) not piss the end user off 

I like to compare FB as to Google. Half of Google's users are mobie and as we all know Google is doing well. As long as investors can get in at under 50/share

Who told you that ??

And in my mind Google and Facebook are two completely different things.

You cant compare them. Google is a internet God, FB maybe only a cult..

Its like comparing the US Army and the Sudanese stone throwers,

because they are both a army

Quote:

Originally Posted by Z-OldEurope 

Who told you that ??

 

And in my mind Google and Facebook are two completely different things.

You cant compare them. Google is a internet God, FB maybe only a cult..

 

Its like comparing the US Army and the Sudanese stone throwers,

because they are both a army

LOL SUDANESE STONE THROWERS HE STATES

if Facebook opens anywhere above $35 at IPO, it's a buy buy buy buy buy buy. Anywhere below, I wouldn't touch it.

I'm almost certain we will see 35+ at IPO. I plan on buying a good amount if this is the case..

Quote:

Originally Posted by charulz 

if Facebook opens anywhere above $35 at IPO, it's a buy buy buy buy buy buy. Anywhere below, I wouldn't touch it.

 

I'm almost certain we will see 35+ at IPO. I plan on buying a good amount if this is the case..

$35 

I'm thinking it opens up in the $50's

Facebook testing 'highlight' feature, lets users pay $2 to promote their status updates

Finding ways to throw money at Mark Zuckerberg is notoriously difficult, but a new 'highlight' feature could be just the trick. Currently being tested with a small population of users, it allows an ordinary member to pay $2 to ensure that their latest status update crops up in more of their friends' news streams. Ordinarily, the degree to which a status update is streamed depends on the number of likes or comments it has, which ensures that users generally only see the juiciest gossip, but paying this little premium would cause Facebook's algorithms to distort that in your favor. In other words, it's money replacing popularity, or simply -- sigh -- life.

Via Techcrunch

So this is where Facebook plans on increasing revenue....  

whoa.. thats a stretch IMO.. i'm thinking closer to 40-43

Quote:

Originally Posted by o7media 

 

$35 

 

I'm thinking it opens up in the $50's

Quote:

Originally Posted by charulz 

whoa.. thats a stretch IMO.. i'm thinking closer to 40-43

Well, considering LNKD was priced at $45 and opened at $83 (84% higher). I would think Facebook would be around the same, hell maybe more lol

Quote:

Originally Posted by o7media 

 

Well, considering LNKD was priced at $45 and opened at $83 (84% higher). I would think Facebook would be around the same, hell maybe more loIt has to be more.

it has to be more, hell people still dont know what LNKD is

Quote:

Originally Posted by iron883 

thanks for you opinion tones, anybody else feel the same way?

I agree with Tones. FB finances are getting worse and I've read that they're already oversold which guarantees the IPO price will be much higher than anticipated. I think if you buy at open the price will drop so quick and that it will be a long time if ever that you can recover.

i dont doubt that the demand for facebook will be huge, but there's a few difference when comparing to LNKD ipo.

1. LinkedIn wasn't a big player in the secondary market pre-ipo. Facebook already has many shareholders, of which a good amount probably want to unload.

2. LinkedIn was the first social media IPO, therefore there was quite a bit of hype.

3. Because LinkedIN was the first social media IPO, no one really knew how to value it. The underwriters probably had a lot less numbers to deal with in determining what price to set it at, therefore there was a bigger room for guesstimating

4. There's a much better understanding as to what Facebook is really worth, so the underwriters will probably have a much better idea of the IPO price range than they did with LinkedIN.

5. Facebook paid $2 Billion for instagram, a company valued at $500 million only a week before the purchase.

Now im starting to have second thoughts

Quote:

Originally Posted by charulz 

i dont doubt that the demand for facebook will be huge, but there's a few difference when comparing to LNKD ipo.

 

1. LinkedIn wasn't a big player in the secondary market pre-ipo. Facebook already has many shareholders, of which a good amount probably want to unload.

2. LinkedIn was the first social media IPO, therefore there was quite a bit of hype.

3. Because LinkedIN was the first social media IPO, no one really knew how to value it. The underwriters probably had a lot less numbers to deal with in determining what price to set it at, therefore there was a bigger room for guesstimating

4. There's a much better understanding as to what Facebook is really worth, so the underwriters will probably have a much better idea of the IPO price range than they did with LinkedIN.

5. Facebook paid $2 Billion for instagram, a company valued at $500 million only a week before the purchase.

That is all worth consideration, especially the amount of people that will be unloading but, the hype alone will push the price up on the first day.  There are articles all over the net how people are opening their first brokerage accounts just to buy FB.

On Kim Komando she said that FB was going to offer a "pay to be popular" feature.

Let it be known that I will "like" anyone for $10 LOL.

Quote:

Originally Posted by charulz 

i dont doubt that the demand for facebook will be huge, but there's a few difference when comparing to LNKD ipo.

 

1. LinkedIn wasn't a big player in the secondary market pre-ipo. Facebook already has many shareholders, of which a good amount probably want to unload.

2. LinkedIn was the first social media IPO, therefore there was quite a bit of hype.

3. Because LinkedIN was the first social media IPO, no one really knew how to value it. The underwriters probably had a lot less numbers to deal with in determining what price to set it at, therefore there was a bigger room for guesstimating

4. There's a much better understanding as to what Facebook is really worth, so the underwriters will probably have a much better idea of the IPO price range than they did with LinkedIN.

5. Facebook paid $2 Billion for instagram, a company valued at $500 million only a week before the purchase.

Quote:

Originally Posted by Crazed98 

 

That is all worth consideration, especially the amount of people that will be unloading but, the hype alone will push the price up on the first day.  There are articles all over the net how people are opening their first brokerage accounts just to buy FB.

I understand that charulz, but like Crazed98 said...the hype is much bigger than LinkedIn. Also yeah it was the first social media IPO and so far it has done well as far as earnings go which will make the case stronger for FB imo.

Facebook is the 2nd largest website in the world behind Google. Right now everyone wants a piece of it IMO.

But I guess we'll see on Friday 

let me just clarify something.. I absolutely think Facebook will IPO higher than 35, and if/when it does, I will most definitely be a buyer.. In fact, I will be putting a good chunk of my capital in it..
 

also, I've been thinking about o7media's $50 target for the past few hours, it may not be as far fetched as I had initially thought. I am raising my Facebook IPO target from 40-43 to 43-47 (not that my targets mean anything.. lol)

Quote:

Originally Posted by o7media 

 

 

 

I understand that charulz, but like Crazed98 said...the hype is much bigger than LinkedIn. Also yeah it was the first social media IPO and so far it has done well as far as earnings go which will make the case stronger for FB imo.

 

Facebook is the 2nd largest website in the world behind Google. Right now everyone wants a piece of it IMO.

 

But I guess we'll see on Friday