anyone planning on getting in on the FB IPO >>>>

[mtrunner]

Originally Posted by azguy

It's just like getting a newly released Rolex, it ain't happening if you have never made a purchase at the AD........

Oh I know. Personally I find it to be a flawed system but what the heck do I know.

[STEELINOX]

Originally Posted by Brunotheboxer

F no.

What he said

[bayerische]

Nope.

I'm hard pressed to see any "real" value in FB.

It will die out. FB is a social disaster about to happen.... Some things are supposed to be kept private.

Young kids today share too much info!!!

[F&Iguy]

Nope!!

[t e x]

i wonder if it'll gap and how big once in the secondary market.

any guesses on friday's close? hmmmm, depending when it hits the market, i can see fb north of $60. ....i'll say $63.49

btw, i don't fb... but i find myself at least considering creating a profile for the purpose of trying to reconnect with people.

[t e x]

Several brokerages stop taking Facebook IPO orders

http://finance.yahoo.com/news/severa...004745635.html

[seand442]

Originally Posted by bayerische

Nope.

I'm hard pressed to see any "real" value in FB.

It will die out. FB is a social disaster about to happen.... Some things are supposed to be kept private.

Young kids today share too much info!!!

Totally agree. Deleting my account sounds better everyday.

[rr-nyc]

Originally Posted by t e x

Several brokerages stop taking Facebook IPO orders

http://finance.yahoo.com/news/severa...004745635.html

I think that is because they know all the orders won't be filled

[fusionstorm]

I'm not on FB. Nor am I planning to buy any shares. I've been preaching against jumping in.

But I do have to say the doom & gloom comparisons to MySpace don't hold as much water as people make it out to be. MySpace had a bit more than 100M users at its peak. FB is striving for 1B users. MySpace never got any traction with the post-young adult demographics, whereas FB has legions of followers 30-something and older. And FB has done an infinitely better job of innovating their user experience compared to what MySpace was like in it's heyday.

I'm not sure what other social networking sites 900M users could gravitate to in 5 years time.

[rr-nyc]

Originally Posted by fusionstorm

I'm not on FB. Nor am I planning to buy any shares. I've been preaching against jumping in.

But I do have to say the doom & gloom comparisons to MySpace don't hold as much water as people make it out to be. MySpace had a bit more than 100M users at its peak. FB is striving for 1B users. MySpace never got any traction with the post-young adult demographics, whereas FB has legions of followers 30-something and older. And FB has done an infinitely better job of innovating their user experience compared to what MySpace was like in it's heyday.

I'm not sure what other social networking sites 900M users could gravitate to in 5 years time.

The comparison is valid from a social networking standpoint but the number of users doesn't matter unless they are actively using it. A user can stop using it as opposed to closing their account. I joined in 2008 and a number of my original friends haven't logged into their accounts in months. There are people that join that never use it and for every new user added, an older user stops.

From an investment standpoint, I just don't see where revenue will come from to make this a good investment. I see LinkedIn as a more viable comparison. LKND has a few revenue streams it can continue to grow and a potentially larger user base but so far, their stock performance has been unremarkable. If you compare the FB IPO to GOOG, Google was relatively new and had a lot of upside after they went public, Facebook is near its peak (If not already there) of popularity so they have to virtually recreate it

I may be wrong but without some major reinvention of Facebook, this is a dying horse...Perhaps not overnight, but in time.

[snowbird]

LinkedIn seems to have a better model to me. Fewer users, but recruiters love the site and are happy to pay for premium memberships. And in many occupations, anyone not on LinkedIn is putting themselves at a professional disadvantage.

[fusionstorm]

Originally Posted by rr-nyc

The comparison is valid from a social networking standpoint but the number of users doesn't matter unless they are actively using it. A user can stop using it as opposed to closing their account. I joined in 2008 and a number of my original friends haven't logged into their accounts in months. There are people that join that never use it and for every new user added, an older user stops.

From an investment standpoint, I just don't see where revenue will come from to make this a good investment. I see LinkedIn as a more viable comparison. LKND has a few revenue streams it can continue to grow and a potentially larger user base but so far, their stock performance has been unremarkable. If you compare the FB IPO to GOOG, Google was relatively new and had a lot of upside after they went public, Facebook is near its peak (If not already there) of popularity so they have to virtually recreate it

I may be wrong but without some major reinvention of Facebook, this is a dying horse...Perhaps not overnight, but in time.

While it's true that there's no way 900M users are all active, even just a small fraction of that pool being active far and away outstrips any other social networking platform. Until companies start to use some other site than FB for their advertising campaigns (i.e. how many times has a commercial from a major company said something along the lines of "learn more by going to www.facebook.com/companywhatever), FB is going to maintain its stranglehold on the Internet.

*** my company does a significant amount of business with FB as a supplier of a good amount of their infrastructure, so my perspective on them is colored by having a behind the scenes peek at the mind-boggling growth of the systems needed to both keep the site humming along while also absorbing the continual influx of new and returning users ***

FB, like a lot of pre-IPO companies nowadays, has also been extremely savvy about maximizing shareholder value with every fundraising round. The days of the investment banks being given free rein to price shares below the opening day true market value have receded, as companies figured out that they were oftentimes leaving considerable money on the table while the IB's clients reaped the rewards of underpriced shares.

And if we're going to discuss LNKD, bear in mind that LNKD (after a pretty swingy 2011 in terms of share price) has seen a steady rise in value to where they're about 20% above the first day closing price almost exactly 1 year ago. I'd expect that FB will also see some rises and falls during their first year of being traded.

[cecilia]

Big no to this:)

[azguy]

Originally Posted by t e x

i wonder if it'll gap and how big once in the secondary market.

any guesses on friday's close? hmmmm, depending when it hits the market, i can see fb north of $60. ....i'll say $63.49

btw, i don't fb... but i find myself at least considering creating a profile for the purpose of trying to reconnect with people.

I say north of $80, day one close....

[t e x]

Originally Posted by azguy

I say north of $80, day one close....

it won't surprise me if it does. too bad that fb float increased big time, could hurt the first day pop that i think may occur.

seems like aapl is dead money to short timers, investors freeing it up for fb i bet. i got out of aapl two days ago anticipating further erosion... it was trading sideways than with no news.

[GothamG8or]

Priced @ $38/share. Lockout shortened to 90 days from what I also understand. Increased selling in the offering by insiders. Trading to begin around 11am edt.

One thing I know for sure, by the end of trading tomorrow I will be sick of hearing about FB... if not sooner.

Let the madness begin.

[t e x]

Originally Posted by GothamG8or

Priced @ $38/share. Lockout shortened to 90 days from what I also understand. Increased selling in the offering by insiders. Trading to begin around 11am edt.

One thing I know for sure, by the end of trading tomorrow I will be sick of hearing about FB... if not sooner.

Let the madness begin.

for sure on both accounts... hmmmmm, gonna have to wait to see if and how i will play fb...

[floater156]

I do not plan to get in the the FB IPO; in fact, I plan to delete my FB account.

[esspee1200]

For beginners look at recent ipo's like yelp, groupon, Linkedin, pandora, etc. pull out their charts and look at their earnings. ipo's are very risky. I know that no one wants to miss the bus, but be very careful.

[MoBe]

If I thought there was a lot of growth potential I`d think about it but I don`t see where future growth is supposed to come from so I`ll let the optimists pile into this one first before I spend any time pouring over the balance sheet in a year or two.

[fusionstorm]

Originally Posted by esspee1200

For beginners look at recent ipo's like yelp, groupon, Linkedin, pandora, etc. pull out their charts and look at their earnings. ipo's are very risky. I know that no one wants to miss the bus, but be very careful.

LNKD was volatile in 2011. They've since risen steadily on 2012 to where they're 10% above their first day's closing price almost exactly 1 year ago.

[unclesallie]

Originally Posted by Brunotheboxer

F no.

x100 !

[bewithabob]

putting my whole portfolio in it and going short

[t e x]

Originally Posted by bewithabob

putting my whole portfolio in it and going short

LOL classic

[Darlinboy]

Waiting for WorkDay to IPO, there is a company I understand.

[MoBe]

Facebook has 900 million users now,where are the next 900 million going to come from? Are you kidding me?

Mark Zuckerberg is cashing in and hedging his bet,why would you buy his bet?

[t e x]

like it or not..... t-minus 1 hour, 31 minutes, and 20 seconds launch time

[A.J.R.]

Hopefully its a good day in the market, regardless what happens with FB. I am tired of the losses.

[azguy]

I'm a technition, I think we'll re-test 1,257 if we don't hold 1,280...first we need to hold 1,300....

We have been short SPX since the classic double top at the and of March...

chart.png

[t e x]

Originally Posted by A.J.R.

Hopefully its a good day in the market, regardless what happens with FB. I am tired of the losses.

+1

thought about doing a play with appl this morning... but wasn't sure if the selling pressure are from those trying to get into fb. ah, no biggie. imho appl, goog, and pcln plays won't go anywhere anytime soon.