I think Vivek is hanging around too many basketball players and fans. You know how Ebonics start to sit in when you surround yourself in that environment. Vivek made a complete IDIOT out of himself in Sacramento. If I were an Institutional investor or a top analyst covering Tibco, I would be on the phone encouraging him to either leave and run his little NBA wannabe ball club or give his company 100% attention. It's either one or the other, he can't run both, it's obvious.
Execution? Execution of what? Sales closing deals, software being implemented, developing the software to make it work properly when installed? Was there any clarification as to what they have problems?
But they have an ex-Football star as their Marketing exec that doesn't have any experience in the Enterprise market. That's got to account for something. Just joking.
Personally, with Vivek's attention being focused on overpaying for a loser BBall franchise and wasting his and his group's money on a new arena, I think VIvek's attention is elsewhere. I think they might be trying to sell this company off, Vivek seems to have other interests outside TIbco. It's a shame, he's kind of being stupid for overpaying for a low end ball club which will drain his bank account.
I could be wrong, but if you calculate the last twelve months from the last quarter, their net profits might be down for the year. I'm waiting to see how this quarter turns out, the summer is typically slow for the tech companies. I think this company's growth is flattening based on the recent growth rates. Maybe Oracle might buy them?
If you compare to BMC, BMC did twice the revenue last year but with almost 3x the profits and they just got sold off.
I wouldn't buy Google at that price, their stock hasn't really done much, the only reason why it's so expensive is because they don't have many shares since they haven't done any stock splits that I'm aware of. If you compared them to Apple, you would have dilute the shares by a factor of 3 and the share price would be about $200+ a share and the EPS would be around $10+. I don't see that much huge growth from these guys since they haven't proved themselves as being able to make and sell their own hardware at decent profit margins. The Motorola Mobility unit lost over $350 Mil last quarter. Plus they aren't paying dividends. Google derives most of their profits from ad clicks. BFD.
So, after reading articles on Microsoft going to be charging $40 a copy vs. $150 or so for the WIndows 7 upgrade. I guess the analysts are going to have revise their estimates down. MS might have to sell FAR more versions to make the same amount of money. OH, Boy. Maybe that's why the stock is going down.
I am going to say what i have been telling for the last decade or so. Microsoft will probably never be able to go past $40 a share. I think that's the limit.
But, I could be wrong.
They have to hold onto their shares for a certain period of time. It's a shame the SEC hasn't done an investigation, but maybe they will.
So what else is new. I don't think Suckerberg is going to talk to the media until he has to do his first analyst call for the quarterly report and I'm sure he is going to get nailed to the wall, if they have anyone worth a darn on the conference call. It should be interesting.
Hmm. Dollar cost averaging? That's one way to lose less money. the problem is that it hasn't bottomed out yet.
Because we're not stupid for buying it thinking that it was going to go up. we just get off on losers. Facebook is a company that doesn't a good enough product that they can charge for that people would pay decent money to keep on using the service. I think it would be interesting to find out how many people would pay $5 a month to use,
It's not how many users that people have to worry about, it's how much Gross Profit and Net Profit these guys are making per user. They really only have about 450 Million active users on a daily basis. Most Facebook users use their account daily, at least the majority of the daily use will be done by those people. I already know of people that have multiple accounts, where some have absolutely no activity on them. What type of activity are we talking about? I know some where they only add users, they don't really add photos that often, they don't sell anything on their site, they don't play games, they don't really use all of the functions. It's more of adding "Facebook Friends' and that's about the extent of their usage.
Some put out a message everyone once in a while.
The most active users are usually kids, which usually don't have jobs, they have plenty of spare time on their hands and that's how they interact with their friends.
I personally think the only tangible REAL way for Facebook to REALLY make money and to know HOW they are making it is by charging $5 a month per account holder, if they don't pay $5 a month, then they lose their account. That's way the more users, the more money, and they know how much to expect at a minimum and then add whatever features to potentially ADD more revenue. Certain functionality will be given for the monthly rate and some features they can charge more, IF applicable.
Otherwise, Facebook has to rely on more accidental ad click and gamers.
yesterday and now it is back up to over $91 Bil today?
Actually, FB has over 2.1 Billion shares, they just sold over 420 Million to raise capital. I guess they are already diluted to much. Google only has 330 Mil shares, Apple has about 900 million shares.
Overvalued and diluted.
No you buy more stock, so you can lose even MORE money and then be a BIGGER idiot for buying this POS in the first place. That will teach you.