Athenahealth, Inc. (ATHN) Message Board

They are moving. Down 20 cents from close.

Zuckerberg said loud and clear. He's on a "social mission". didn't people read the prospectus when they were buying the stock ? CEO said.. We are not about profits, we are about social mission.
Enjoy.

Bloomberg article http://www.bloomberg.com/news/2013-03-25/facebook-s-zuckerberg-said-to-explore-forming-political-group.html

"We're too busy counting money from insider sales, please continue to hold"

I'll tell you the way I see it. Probably not something you want to hear. I have a long version, but I'll try to keep it short. They have no future. The stock will continue declining.

The novelty of the site is gone. User growth is now minimal and existing users are reducing interaction with the site, and the more ads and complexity FB ads the less people will interact with it. Ads in the news feed are annoying. So you look up your old girlfriends and college buddies once you join, and the novelty isn't there any more.
Playing free zynga games, like Farmtown used to keep users spending hours on the site. Now that is getting old too. Plenty of free games around these days, just not enough free time ;)

Younger generation is moving on .. so no user loyalty. Its a site where Grandpa looks at baby pictures and parents post something. Teens moved on. Without next generation of users being loyal to the site there is no real future.

Privacy concerns and excessive advertising will also contribute to users interacting with the site less.

FB trying to be an internet within internet.. it will not work. Too easy to click on another browser tab and to go to another site, once you check FB for a minute or two and find out what your old college buddy had for lunch. Boring. No reason to stay on the site and stare at the giant ads.

Financials...

A year ago there was no mobile advertisement on the site. So by comparrison growth looks good. What about next year ? It will be horrid.

Mobile ads don't pay as much as desktop ads.. and never will. Its much easier to get actionable ad on the desktop. People don't usually shop for shoes on their cell phone, for example. So the adds for downloadable content like Apps or Music will work.. the rest will not.

The more users use mobil devices to access FB.. the less revenue the company will have.

Tired of typing, but I can give you a zillion ot other points why you should save your money. Plenty of good stocks around.

I suggest to rename it into AD FEED. And ADBOOK. Straight to the point. No need to pretend like the company cares about its users. its the MONETIZATION, thats whats important. :)

Probably not pretty, however...
Large short positions are usually there for a reason and usually prove to be correct. Never buy a stock because it has a hevy short position, its a losing game.

Nah, he figured he can install a guy who built AAPL stores. Guess what.. AAPL's product sold itself. You could roll it out in a Rubbermaid bucket in the middle of the mall and it would've sold. Clothing retail is just overcrowded and too competitive. Achman really screwed up on this one.

There is usually a reason why short interest in a stock may be high. And in case of JCP the reason getting more and more obvious with each earnings release. This may turn into Achman squeeze ;)

Looks like they have no choice. They are up to their eyballs in debt and lost more cash this quarter then they had. And now what ? If suppliers will start asking for letters of credit they are done. How the hell are they going to pay for merchandise ? These numbers are a complete disaster.

Whats priced in ? That they lost even more money with no end in sight ?

What turnaround ? What kitchen sink ? Does anything in this report indicate that they won't lose any more money next quarter ? Any sign of improvement ? They are in debt up to their eyeballs and losing more and more money every quarter. And this was their best quarter. Xmas.