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A number of Internet stocks are rallying yet again ahead of Facebook's IPO, as expectations grow...

A number of Internet stocks are rallying yet again ahead of Facebook's IPO, as expectations grow for a strong debut. GOOG +2.6%. YELP +2.5%. P +2.7%. RENN +4.3%. QPSA +2.7%. DMD +6.3%. LNKD +1.8%. However, top Facebook customer Zynga (ZNGA -2.7%) is giving back some of yesterday's gains.
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Comments (8)
  • Trongod2000
    , contributor
    Comments (93) | Send Message
     
    It is pretty clear to me that most of the people talking about Zynga do not fully understand the business model at all. If you can make millions per month and hundreds of thousands per employee but not sell anything that someone could actually put their hands on I'd say your doing pretty good.
    Zynga, using the data that FaceBook collects, has the ability to target ads at their game players. That model is extremely powerful and profitable. Example; Little Suzie plays a game and gets her character dressed in a dress sold by Target. Zynga goes to Target, sells them that information and Target sells Suzie a dress. That is powerful and so far nobody seems to be seeing that. If they were they would be jumping on Zynga's bandwagon. Sooner or later a BIG fish is going to catch on and buy Zynga and they are going to have to pay handsomely to do it.
    16 May 2012, 02:41 PM Reply Like
  • Pipeliner60
    , contributor
    Comment (1) | Send Message
     
    Trongod2000 Amen brother thank God i thought i was the only one that gets it . Iguess for now we just sit back and watch the clowns go around &around.
    16 May 2012, 03:26 PM Reply Like
  • diaperdawg
    , contributor
    Comments (34) | Send Message
     
    Exactly, well said. Proprietary games is just the opening salvo. Facebook will invite other customized platforms to stay alive in the dog-eat-dog social space.
    16 May 2012, 07:40 PM Reply Like
  • Bluechips1
    , contributor
    Comments (2) | Send Message
     
    Well said, the potential is enormous and yet overlooked.
    17 May 2012, 03:29 PM Reply Like
  • stocktrend
    , contributor
    Comments (10) | Send Message
     
    Hope you guys are right bought ZNGA big time today.
    17 May 2012, 04:34 PM Reply Like
  • Trongod2000
    , contributor
    Comments (93) | Send Message
     
    I hope we are right too. It takes some guts to stick with a stock like this at this point but I am still convinced Zynga is going to be worth more in uhe future than it is today.
    18 May 2012, 01:24 PM Reply Like
  • Trongod2000
    , contributor
    Comments (93) | Send Message
     
    Don't let the selloff that happened on FB opening scare you. That was a buying opportunity. I am increasing my position on these lows.
    18 May 2012, 01:20 PM Reply Like
  • Mbrillo1
    , contributor
    Comments (414) | Send Message
     
    Actually, Facebook should have been underwritten at $35 which is where
    it probably will close at tonight.
    The people who were scared out are out, the shorts were pretty much
    in control this A.M. now we shall see.
    21 May 2012, 01:38 PM Reply Like
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