h*n
4 楼
这种垃圾股(虽然是新发的),如果大盘涨,估计可以轻松上到15刀,但是,如果大盘
向下走,跌到5刀,也是不眨眼的~~
向下走,跌到5刀,也是不眨眼的~~
v*e
6 楼
ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
not have independent revenue-generating capabilities, because FB owns the
users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
additional game and even shorter for smaller online games. Other than those
fundamental problems, one big conconcern is the founders seem to be in a
rush to cash out.
这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
......
★ Sent from iPhone App: iReader Mitbbs 7.36 - iPad
【在 g******n 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebook
: 就会取代google当新宠。zynga又是个赚钱的social,将来就像nflx取代blockbuster一
: 样取代EA和blizzard.
not have independent revenue-generating capabilities, because FB owns the
users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
additional game and even shorter for smaller online games. Other than those
fundamental problems, one big conconcern is the founders seem to be in a
rush to cash out.
这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
......
★ Sent from iPhone App: iReader Mitbbs 7.36 - iPad
【在 g******n 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebook
: 就会取代google当新宠。zynga又是个赚钱的social,将来就像nflx取代blockbuster一
: 样取代EA和blizzard.
g*n
7 楼
不会上来就死的,肯至少吹一次泡泡。他们现在有钱了,慢慢的就能解决这两个问题。毕竟股票价格
还是看花儿街怎么处理。那么多大户手里都是股票,连google手里都还剩225m$的shr. 我还是看
好znyga
does
the
a
those
a
..
【在 v****e 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
: not have independent revenue-generating capabilities, because FB owns the
: users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
: additional game and even shorter for smaller online games. Other than those
: fundamental problems, one big conconcern is the founders seem to be in a
: rush to cash out.
:
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
: ......
还是看花儿街怎么处理。那么多大户手里都是股票,连google手里都还剩225m$的shr. 我还是看
好znyga
does
the
a
those
a
..
【在 v****e 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
: not have independent revenue-generating capabilities, because FB owns the
: users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
: additional game and even shorter for smaller online games. Other than those
: fundamental problems, one big conconcern is the founders seem to be in a
: rush to cash out.
:
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
: ......
a*8
8 楼
IPO的股票都有些概念,好歹要炒炒,要不然花街那些投行的股票怎么出货?
w*2
9 楼
you missed the point that the game itself is an ads platform..
those
..
【在 v****e 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
: not have independent revenue-generating capabilities, because FB owns the
: users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
: additional game and even shorter for smaller online games. Other than those
: fundamental problems, one big conconcern is the founders seem to be in a
: rush to cash out.
:
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
: ......
those
..
【在 v****e 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
: not have independent revenue-generating capabilities, because FB owns the
: users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
: additional game and even shorter for smaller online games. Other than those
: fundamental problems, one big conconcern is the founders seem to be in a
: rush to cash out.
:
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
: ......
b*s
10 楼
9块有大单接着,莫怕
j*c
13 楼
为什么这么多人都觉得dependent on facebook是一个大问题呢?你有没想过Facebook
在很大程度上一样depend on Zynga?他们之间是一个互惠的关系。
对于你的第二个问题,有一定道理。但是socail game相对与传统game的优势你可能没
看到。开发成本小,周期短;根本没有销售的金钱和时间成本;能针对用户作出超快的
反应,而且能够立即部署Patch或upgrade;最重要的一点:拥有用户所有的play和
behavior data的价值是无法估量的。
还有上面有人提到的,socail game本身是一个绝佳的广告平台,Zynga现在还没有
faocus在这方面,但已经有很多经典的广告案例了,比如lady gaga在farmville发行新
歌之类的。
those
..
【在 v****e 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
: not have independent revenue-generating capabilities, because FB owns the
: users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
: additional game and even shorter for smaller online games. Other than those
: fundamental problems, one big conconcern is the founders seem to be in a
: rush to cash out.
:
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
: ......
在很大程度上一样depend on Zynga?他们之间是一个互惠的关系。
对于你的第二个问题,有一定道理。但是socail game相对与传统game的优势你可能没
看到。开发成本小,周期短;根本没有销售的金钱和时间成本;能针对用户作出超快的
反应,而且能够立即部署Patch或upgrade;最重要的一点:拥有用户所有的play和
behavior data的价值是无法估量的。
还有上面有人提到的,socail game本身是一个绝佳的广告平台,Zynga现在还没有
faocus在这方面,但已经有很多经典的广告案例了,比如lady gaga在farmville发行新
歌之类的。
those
..
【在 v****e 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
: not have independent revenue-generating capabilities, because FB owns the
: users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
: additional game and even shorter for smaller online games. Other than those
: fundamental problems, one big conconcern is the founders seem to be in a
: rush to cash out.
:
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
: ......
l*y
14 楼
Its bookings have plateaued in the past 3 quarters which is a worrisome sign
for a growth company.
for a growth company.
b*s
22 楼
不看好的就烧,看好的就浪,下周见分晓!
p*n
24 楼
说到案心里去了。所以偶不买,管他升到哪里去。
好的游戏如WOW,新的PANDA FIGHTER也快出了。 DIABLO III万众翘首以待。
貌似都好多年了。开玩的时候还是小屁孩儿呢。
those
..
【在 v****e 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
: not have independent revenue-generating capabilities, because FB owns the
: users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
: additional game and even shorter for smaller online games. Other than those
: fundamental problems, one big conconcern is the founders seem to be in a
: rush to cash out.
:
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
: ......
好的游戏如WOW,新的PANDA FIGHTER也快出了。 DIABLO III万众翘首以待。
貌似都好多年了。开玩的时候还是小屁孩儿呢。
those
..
【在 v****e 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
: not have independent revenue-generating capabilities, because FB owns the
: users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
: additional game and even shorter for smaller online games. Other than those
: fundamental problems, one big conconcern is the founders seem to be in a
: rush to cash out.
:
: 这怎么是垃圾股,2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
: 华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft,将来facebo..
: ......
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