@Rob
I see that! nice little pop this AM.
@Scott: BofA/Merrill agrees on Juniper, upgrading the stock this morning to 'Buy' with a $25 price target based on valuation, new product launches and potential improvements in carrier spending.
@Rob
I'm thinking along the same lines. If you back out the cash it's trading at about a 12 P/E which is the cheapest this stock has been in a long time.
Yikes.
The curse of Yahoo ?
Did you hear Yahoo's Scott Thompson not only was pressured to give up his CEO post because his official biography included a college degree he never received but also reportedly has thyroid cancer? Thompson apparently told Yahoo's board and several colleagues of his medical condition before resigning from his role with the company.
@Value Hiker
You are correct, there are risks, but Iridium!? They're not tossing billions of $$ into space.
Re: Re : Interop Notes From Citrix to Zynga
Scott Raynovich
5/14/2012 10:56:35 AM
I disagree. Zynga has a purpose-specific network so why hand over operating margin to another company if you think you can do it better?
A great example is Google which also has its own purpose-specific network (search & adwords), which runs all of its own infrastructure.
Re: Re : Interop Notes From Citrix to Zynga
tokyogai
5/14/2012 8:28:47 AM
Scott- I thinkt he real issue is about building their own infrastructure vs using Amazon. I have used the Amazon service and it really is hard to beat. It is very cost effective and allows you to adjust usage on a cost effective way. I am not sure they should divert effort from building games to managing this type of structure. If Amazon had trouble keeping up with their growth or they had a huge financial incentive, I could see making this move. Unfortunately, I don't think either of these is true.
Re: Zynga vs. Activision Blizzard
Value Hiker
5/11/2012 6:40:33 PM
Company needs to make big bet from time to time. However, those bets usually carry big risk. IBM succeeded in 360 project, but Motorola failed on Iridium. Now you see the two companies in the totally different paths. If the bet on new platform failed, it may be the end of the story for Zynga.
Zynga to build a new business in hosting social and online games
If your survival depends on inventing the next big game, you are at the mercy of fads and changes outside your control.
Activision Blizzard (ATVI) has been about as wildly successful at this game-plan as anyone could hope to be. They own the Call of Duty and World of Warcraft franchises, which they use to aggressively spin new properties. Still, their revenue seems to have hit a flat spot at something over $4B/year and the stock is stuck at $12 for the last couple of years.
I think Zynga is smart to look at ways to be successful without having to hit an unending string of home-run games. Why not build the best social-game hosting platform? You can cater to the game developers and buy the brightest stars after they reach a critical level of interest. Betting on 50 or 100 new games every year lowers Zynga's risk.
PC
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