cube13

48 ms·

421.
by cube13 14y ago
To be fair, FB doesn't need to get $100/user to be worth the $100 billion valuation. Realistically, they need to be making somewhere on the order of $6.7 billion/year to have a "healthy" P/E of 15. So, assuming that costs scale linearly wit
422.
by cube13 14y ago
I disagree. While the market hasn't been acting too rationally in general over the last few years, FB dropping like a rock is actually a fairly rational response to their circumstances. FB made less money in Q1 2012 than in Q1 2011. That
423.
by cube13 14y ago
Most likely because the authentication codebase started with Starcraft, was integrated with Diablo 2, then was basically ported to WoW. After that, WoW's system was basically integrated into the current Battle.net 2.0 system.
424.
by cube13 14y ago
The "insiders"(who are these people?) selling off shares isn't that much of an issue. It's simply good investing. The IPO was the big chance for people with equity in Facebook to finally cash out and actually make some money off of the com
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by cube13 14y ago
I think that a lot of people that only have experience with software see "Supply Chain Management", and think a suit who's only there to be an impediment to creating stuff. They're really not. They're easily as important to the successful
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by cube13 14y ago
>Thus, while they're losing $45B over three years, if they keep on track, they'll make far more than $72B during that same period of time. (That's assuming they never make more or less than $6B a quarter over the next three years... in
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by cube13 14y ago
This is exactly what expert witnesses are for. They're accredited "experts" in their field who are called to explain technical issues to the judge and jury. The problem here is that there isn't a "Professional Engineer" license for softwar
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by cube13 14y ago
>In essence, the lawsuit revolves around MS and GS passing bad news round internally without publicly broadcasting it publicly - a form of insider trading. This is silly. The bad news for Facebook was public, before the IPO. "Did not
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by cube13 14y ago
As far as I know, it's this: Facebook's IPO roadshow started around May 7th. This was basically Zuckerberg and the underwriters going around and selling stock to investors. On May 9th, Facebook released an updated S-1 filing to the SEC. T
430.
by cube13 14y ago
The facts were public. The analysis was not. Here's the information that the analysts were working off of: http://www.sec.gov/Archives/edgar/data/1326801/0001193125122... The facts were that Facebook had less profit for Q1 2012 than Q1
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by cube13 14y ago
Was it really that shady? From the Reuters article, it sounds like Facebook issued the updated SEC filing during the middle of their roadshow, and the analysts went over it and issued new forecasts to their paying customers. Keep in mind th
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by cube13 14y ago
>A research analyst at Morgan Stanley cut his revenue forecast on FB close to their IPO. Following that, FB amended their S-1 to lower revenue forecasts. The latter may have been informed by the former but it cannot be said that the for
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by cube13 14y ago
Unless I'm missing something, most of that data should already be available either through direct US government publications, or FOIA requests. They actually have a website set up for asking for the information: http://bjs.ojp.usdoj.gov/in
434.
by cube13 14y ago
The problem is that Facebook's primary asset is users. They're making money off of them(approximately $1/user in profit and $3.5 in revenue), but it's not clear if they can make exponentially more per user. They certainly can't expand the
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by cube13 14y ago
>Every hacker, every entrepreneur, every creator should derive inspiration and uplift from Facebook's story. It's a rare bright day in the middle of the worst economic environment since the 1930s. It doesn't matter whether the company w
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by cube13 14y ago
I think this is really it, especially in the HN space. Lots of entrepreneurs are looking at Facebook's SEC filings and going "How the hell are they worth that much?".
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by cube13 14y ago
>The best explanation I can come up with is that FB benefits from its massive base of engaged users. I imagine there are a great many individual investors who are torn between wanting to participate in "internet tech" and wanting to not
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by cube13 14y ago
Nintendo has always sold their hardware for profit. They made money on the Wii from day one. They're taking a bath right now because the strength of the Yen versus USD removes a lot of their export profit. That, combined with the fact tha
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by cube13 14y ago
Unfortunately, I don't that any of the manufacturers would listen to that. Ultimately, I think it's on Google's head to do this. I've said in previous posts that Google should have handled the Android trademark a lot like how Mozilla handl
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by cube13 14y ago
One of the annoyances I've had with Android, from a new consumer's point of view, is that it's presented as this monolithic OS that's the same across every phone. But once you do the research, you find that it's really not. Except for the
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by cube13 14y ago
Cubby does appear to have an iOS( http://itunes.apple.com/us/app/cubby-app/id512952416?mt=8 ) and Android( https://play.google.com/store/apps/details?id=com.logmein.cu... ) client.
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by cube13 14y ago
It's also saying that the Starcraft 2 ladder system, which records your games so you can review them later, and ranks players based on some ELO-ish formula, is a privacy invasion. Plus, aside from the entire real name forums stupidity last
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by cube13 14y ago
>2. It discourages US workers from spending some of their careers overseas, thus reinforcing US cultural insularity and giving competitive disadvantages. Go to any interntional company's office in Singapore, Shanghai, Kuala Lumpur and n
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by cube13 14y ago
I had to look it up,. This is what the contract was for: http://en.wikipedia.org/wiki/Electronic_flight_bag It's basically meant to be a tablet-style display that contains all the manuals, maps, charts, checklists, and other information
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by cube13 14y ago
>The CEO's point was it is difficult to target cable cord cutters because they have already have a business model that is profitable. The telephone salesman cannot say "You can take HBO with your $50 cable or you could just buy a $10 in
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by cube13 14y ago
Is it just me, or does this rumor come up every 4 months? It just doesn't make sense for Apple. The $250 price point really pollutes their offerings, because it overlaps the pricerange for a brand new iPod Touch. Given that they're both n
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by cube13 14y ago
>Now, is your problem that they don't go out of their way to add compatability for random third party packages on a cloud based OS? You're not the target market, then :P I'm not bothered by Google, Apple's, or MS' decision, really. It'
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by cube13 14y ago
So the answer is, basically, "No, you can't."
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by cube13 14y ago
"Sure, if you install OS" is always the wrong answer to "Can you run X?" The answer, apparently, is no, you cannot run Firefox with CromeOS. You can root the device and install it manually, but I'm not sure how well that works. MS is doing
450.
by cube13 14y ago
What requirements would you have for a better C? The only major requirement that I can think of is that it's compiled directly to assembly without requiring an intermediate runtime or VM. This helps avoid the fundamental "chicken and egg"

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