Seeking Alpha
  • Herr Hansa
    Farmville ZNGA now more highly valued by investors than BlackBerry BBRY despite greater losses and a fraction of revenues.
    6/30/12
    Reply (8)
    • avickrey: One thing than ZNGA has that BBRY doesn't: A future.
      6/30/12
    • Herr Hansa: Don't think I will be buying shares in ZNGA anytime soon.
      6/30/12
    • avickrey: ZNGA has had missteps recently, but BBRY is entering better off dead territory and investing in better off dead doesn't work anymore.
      6/30/12
    • Herr Hansa: Two questions: what year will ZNGA be profitable? What year will BBRY cease to exist?
      6/30/12
    • avickrey: ZNGA needs a FourSquare type monetization strategy in gaming to compliment z-cloud infrastructure. When that happens ZNGA can be profitable.
      6/30/12
    • Herr Hansa: Think I will wait for the Twitter IPO.
      6/30/12
    • avickrey: BBRY will cease to exist when they start burning cash and no one wants to lend them money. Then, asset liquidation through bk.
      6/30/12
    • Herr Hansa: That implies a long time in years for BBRY. Compare to NOK borrowing money with a junk credit rating. One analyst had RIMM survive to 2020.
      6/30/12