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Heisenberg Principle

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  • Zynga's Farmville, Chefville, Cityville And $2.7 Billion Market Cap? Ridiculous-Ville. [View article]
    Since the price to book ratio of both companies is similar, I didn't bother to mention it with either company.

    Good luck!
    Sep 17 07:31 PM | Likes Like |Link to Comment
  • Zynga's Farmville, Chefville, Cityville And $2.7 Billion Market Cap? Ridiculous-Ville. [View article]
    Great response! However I think you missed the point -- Zynga's employee satisfaction rating has been quite high for 2 years -- until VERY recently!

    The higher it WAS compared to what it's been the last TWO WEEKS the more things apparently went downhill. Thanks for helping me prove my point that things have changed for the worst at Zynga.
    Sep 17 07:24 PM | Likes Like |Link to Comment
  • Zynga's Farmville, Chefville, Cityville And $2.7 Billion Market Cap? Ridiculous-Ville. [View article]
    Proven business model? Those companies aren't 100% relying on Facebook uisers who are normally non-gamers. People come to Tencent, DeNA, GREE. Zynga was relying on Facebook to help them go TO the gamer. The reverse network effect is in place.

    "We are lowering our outlook....a faster decline in existing web games due in part to a more challenging environment on the Facebook web platform"

    http://bit.ly/SVyKSC

    Good luck!
    Sep 17 07:04 PM | Likes Like |Link to Comment
  • Zynga's Farmville, Chefville, Cityville And $2.7 Billion Market Cap? Ridiculous-Ville. [View article]
    Don't take my word for it. Your own company is warning you:
    2012 Outlook

    We are lowering our outlook to reflect delays in launching new games, a faster decline in existing web games due in part to a more challenging environment on the Facebook web platform, and reduced expectations for Draw Something.

    http://bit.ly/SVyKSC
    Sep 17 06:58 PM | 1 Like Like |Link to Comment
  • Zynga's Farmville, Chefville, Cityville And $2.7 Billion Market Cap? Ridiculous-Ville. [View article]
    Three words -- reverse network effect.

    Remember those 3 words when the devestating earnings report comes out that leaves longs saying "you know, like, um, who could have seen this coming?"
    Sep 17 06:37 PM | Likes Like |Link to Comment
  • Zynga's Farmville, Chefville, Cityville And $2.7 Billion Market Cap? Ridiculous-Ville. [View article]
    I think you're going to see that cash balance fall of a cliff when ZNGA reports "surprise" net losses.
    Sep 17 05:53 PM | Likes Like |Link to Comment
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