I got hit hard by both stocks and had to listen real hard on conference calls for MM and GRPN. I got to tell you, I like both companies a lot. But GRPN CEO has better conference call skill than MM's CEO. However, MM's CEO is better suited for MM … his experiences strongly suggest that he can run the company on its own or have it sold in a very short time. He has done it all. But if you got some extra $, go GRPN. I let go some gRPN today to get in on MM. Because I feel MM has been beat up too hard. I looked at FUEL and as much as that stock has been beaten up, I feel that stock still has ways to go down. It is programmatic and they claim they have better technology than others (including MM), but it is kind of like one trick pony. I mean, what if there a problem in the way it runs its programmatic ads? what happens, like recently they had the problem of the "quality" of the ads. What if someone uncovers more problems and they only have that leg to stand on. So I put more $ in MM, because it is severely undervalued. No doubt the competition is fierce, but I believe there are enough that MM can have a piece of pie and grow it. Honestly, I don't really trust Google and Facebook. something smells funny, especially with FB. I think Google is just too strong with its search engine, you can't loose with it. But FB smells bad to me, knowing how many kids that I talk to are no longer using FB … good luck to all MM longs.
good luck to all longs.
i chased it all the way from 2.71 to 2.75… very low volume. teaming up with largest PC maker in China can't be a bad thing. Remember that any day now that NASDAQ application should come through … that ought to give stock price a boost. Paul's interview was right on the money. Google doesn't have the technology to integrate a true wearable glasses… meanwhile Vuzi teaming up with Nokia, it does. should be interesting.
I still believe in the CEO. You can not get anyone better than him. He will engineer a bidding war between Yahoo and Google. He already sold a company to Google once, he knows what it takes. He outlined it very well the last quarter, MM is focused on the space that Google is not … so he can build a business to compliment Google.
go look at his experience … the guy is perfect for this job. if he can't turn MM around, no one can. he built and engineered a sale to google before (admeld) and he can do it again here…
MM offers more diversified of mobile advertising solutions and that includes programmatic that FUEL claims to fame. It is interesting that fuel has comparable revenue as MM … MM has the CEO used to be a top dog at google and then at yahoo. so he definitely knows how to sell ads.
you guys... Lefkofsky is not in it to make 400 more million dollars. He is in it to change the world that grpn is designed to do. I dunno man, I am underwater, but listening to his conference call really makes me feel much better about grpn's future. I don't think you can get a better ceo for grpn than him. so place your bets and lets go.
znga is moving at all front. it is moving forward. it is building future. gluu has one celebrity Kim and they ran up because of that. Now, imagine that NFL has how many celebrities? you do the math and how fantasy football has been penetrating gender neutral market. If znga is the only broad reached mobile gaming for sports, it can be the platform with natural motion technology to make it great. I see tons of potential in a couple quarters.
MSFT needs two quarters to get its act together to buy it out. If ZNGA runs up the price, then MSFT will have to pay a boat load of money. So the goal is to keep znga at $3 range and make an offer for $6, so uncle MSFT looks like a white knight and everyone is happy. If ZNGA runs up to $5 and msft offeres $6, then the sale will be tough... you see... it is just like Nokia. Pincus stays out of the way because he is wealthy beyond believe no matter what. As long as znga doesn't fail, his legacy survives.
yeah.. this will be great if they can retain market dominance. Also .. to me, this looks more like a x-box play. NFL 365 sounds like x-box 360. This is a great set up by the management.
they release no PR on any developments of the sports games until the conference call and the earning report. no PR, like Don fired the entire PR department. My thoughts on this is that ZNGA can not release PR to influence stock price or the interest party walks away.