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tT
发表于 2011-6-8 14:35 | 只看该作者

[放炮] Is Another Tech Bubble Good for Options?

over-connected~
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not4weak

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2#
发表于 2011-6-8 14:38 | 只看该作者
What do you mean?

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dvork

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3#
发表于 2011-6-8 14:41 | 只看该作者
We think the professional networking site has a narrow moat and strong prospects, but the current share price is beyond stretched.
人要养成两种习惯：

                 一是帮助别人
                 二是至少不要造成损伤

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not4weak

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4#
发表于 2011-6-8 14:43 | 只看该作者
回复 3# dvork
you mean social networking companies? Who are they?

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dvork

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5#
发表于 2011-6-8 14:45 | 只看该作者
look at "LinkedIn"......sigh....
人要养成两种习惯：

                 一是帮助别人
                 二是至少不要造成损伤

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not4weak

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6#
发表于 2011-6-8 14:46 | 只看该作者
look at "LinkedIn"......sigh....
dvork 发表于 2011-6-8 14:45


Right, I don't like that company. But facebook has too many visitors, you can't ignore.

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dvork

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7#
发表于 2011-6-8 14:56 | 只看该作者
Facebook is primarily a social site, where you're trading pictures of the kids or the dogs or whatever, where LinkedIn is primarily professional, and I don't think those two networks are necessarily compatible.
人要养成两种习惯：

                 一是帮助别人
                 二是至少不要造成损伤

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not4weak

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8#
发表于 2011-6-8 14:59 | 只看该作者
Facebook is primarily a social site, where you're trading pictures of the kids or the dogs or whatev ...
dvork 发表于 2011-6-8 14:56


It is hard to say, it all depends on how they execute the company.  You have to study their CEOs to understand.

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dvork

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9#
发表于 2011-6-8 15:00 | 只看该作者
just don't get too excited.
人要养成两种习惯：

                 一是帮助别人
                 二是至少不要造成损伤

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not4weak

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10#
发表于 2011-6-8 15:03 | 只看该作者
回复 9# dvork
Agleed

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