7 november 2013

twitter gekte

Heel wat mensen zaten zich te verkneukelen dat zo'n belangrijk ITC-bedrijf naar de beurs kwam. Men wilde tegen elke prijs mee omhoogtwitteren. Gordon had immers niet voor niets, al was het gekscherend, gezegd dat Twitter de belangrijkste innovatie van de laatste jaren was (kennelijk minder onbeduidend dan de smartphone, drone, kankerimmunotherapie, ipad etc).

Uit de knipsels van Bianco kon je de gekte goed halen:

§  MoneyBeat (WSJ Blog) – Why One Woman Is Eager to Buy Twitter Shares
On her Tuesday lunch break, Deborah Watkins walked through gray drizzle from her office to the TD Ameritrade in the downtown Loop here to ask about buying some shares of Twitter at the IPO. “I messed up by not buying any Facebook so I want to get some Twitter,” the 56-year-old administrative assistant said. “I messed up, I was being cheap.”…Ms. Watkins said she plans to buy about 50 shares, which would add up to $1,250 plus any commissions if the stock prices at the top of its current price range, but could cost her more or less depending on what price she happens to get. She said she’s not worried about price increases; she just wants to stick to her purchasing plan and buy the shares immediately, though she hasn’t ruled out selling them quickly if there’s a sharp bump.
Ms. Watkins said she’s interested in the hyped stock because of her economics-major nephew and because she knows what happened with Apple Inc. and Facebook Inc. prices and doesn’t want to miss out, even though the 140-character message service, often used on smartphones, is largely foreign to her…The avid Mother Jones reader doesn’t really trust the market and says it’s like gambling, but with the addition of lies and subterfuge. “I’m just buying because everybody’s talking about Twitter,” she said. “I’m just gonna take a chance.”


Zo iets dacht ik ook bij Microsoft en Google. Maar niet bij Facebook en al helemaal niet bij Twitter. Waar komen de revenues vandaan? Die zullen wel stijgen, maar ik heb niet genoeg fantasie om een prijs van $26 te kunnen rechtvaardigen, laat staan $46.

Dit is een price to dream ratio die wel heel erg hoog is.

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