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  • New Zynga Game - 'Blame Mark Pincus' - Is For Losers [View article]
    I am aware of one person who was too hired too early so the crux of the issue was too much equity relative to level. Can't speculate on performance.

    His take was that issues like this are chilling for morale. This was a couple of months ago before all of these departures started occurring, most recently Wilson Kriegel.

    I do think that the clawback is good example of how corporate culture must be maintained carefully at companies with a large social or creative workforce.

    I'm not here to talk the stock down, and I agree with the author that the press has gotten too negative. I'm just not a buyer until I'm convinced that the departures have stopped.
    Sep 24, 2012. 04:11 PM | Likes Like |Link to Comment
  • New Zynga Game - 'Blame Mark Pincus' - Is For Losers [View article]
    The "loyalty" issue for many goes back to the company clawing back options pre-IPO. This is only mentioned in passing in some of the articles you have cited, but for the two people I know, it represents the issue at hand regarding employee loyalty.

    That said, you wrote a balanced article to the bull's case -- thanks for this. Since this is a media company with creative properties as their product, I can't say I will be able to join you long until I hear that the brain drain has stopped.
    Sep 24, 2012. 10:16 AM | 1 Like Like |Link to Comment
  • Come Off The Sugar High: Go Against The Grain On Facebook [View article]
    Guys: I haven't seen anyone else reporting the fact that Apple's new photo feature for Iphone 5 allows you to "like" photos independent of Facebook. Am I crazy or is that very material for FB and APPL both (in opposite directions)?
    Sep 12, 2012. 03:12 PM | 1 Like Like |Link to Comment
  • Some more iPhone 5 features: A better rear camera sporting a sapphire lens cover and revamped image processing; a 1080p FaceTime camera; a smaller "lightning" dock connector; improved battery life and Wi-Fi performance; wideband audio playback; and 3 microphones to improve call quality (might be why ADNC was kicked out). Apple (AAPL +0.7%) is slightly higher. Suppliers are up moderately: OVTI +1.9%. CRUS +2.5%. BRCM +1.9%. SNDK +1.8%. (live blog) (more[View news story]
    Did anyone notice that you can "like" photos on the iphone 5, but it is not integrated with Facebook?
    Sep 12, 2012. 03:11 PM | Likes Like |Link to Comment
  • Good news for equity investors, Citi's Panic/Euphoria model sinks into panic territory, indicating, says Tobias Levkovich, a 96% chance of the S&P being higher 12 months from now.  [View news story]
    Here is a working link to the article:
    Jun 11, 2012. 03:02 PM | Likes Like |Link to Comment