Forbes -- With Facebook IPO, Know What You're Buying

[Spartacus]

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Sure is tempting. Facebook, after all, is growing like kudzu. It has 850 million users. In 2011 it generated $3.7 billion in revenue, up 88%, and netted $1 billion. Speculation on The Street has been that Facebook will come public with a $75 billion to $100 billion *valuation. And I have every confidence that come IPO day, the stock will pop like it’s 1999.
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My advice? Forget Facebook. Buy Apple ( AAPL - news - people ) and Microsoft ( MSFT - news - people ). Neither company is exactly undiscovered. Apple recently crossed $500 for the first time and is nearing a half-trillion-dollar valuation. Microsoft recently hit the $30 level for the first time since 2010; with a $250 billion valuation, it is the second-most-valuable tech company.
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Microsoft is cheap, too, at 11 times trailing 12-month earnings, cheaper still if you back out its $57 billion in cash. (Which, by the way, does not include the company’s equity in a certain red-hot social networking company about to come public.) The software giant hasn’t been growing like Apple, but this is going to be a big year for it, with Windows 8 due out soon. This is a major upgrade for the trusty OS--the biggest since Windows 95.
Microsoft is zeroing in on the tablet market, where it has a clear opportunity to take the role of Apple’s chief rival away from Google ( GOOG - news - people )’s Android. Talk to people who make PC components about the prospects for the second half, and they are jazzed about the potential for a huge PC-replacement cycle. On the prospects for Windows 8 alone I’d buy Microsoft shares, but there are other goodies on the way as well, including the coming integration of Skype into almost everything Microsoft makes.
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LINK (http://www.forbes.com/forbes/2012/0312/investing-technology-facebook-ipo-know-what-buying-eric-savitz.html)

какие мысли будут по данной тематике?
очередной "мыльный пузырь" или выгодное вложение денег. Конечно, всегда есть надежный и солидный сток Berkshire Hathaway by Warren Buffett, надежно и прочно себя зарекомендовавший на протяжении долгого времени. Долгосрочное инвестирование vs рисковое вложение в "мыльный пузырь"???

[Spartacus]

много мнений разных продвинутых аналистов, но они почему-то не биллионеры, а Варрен Баффетт один такой и его мнение -- покупать надо "не раздутые"/малоизвестные и "неуспешные" стоки, но с перспективой стать таковыми, как, например, "SuperCuts" franchise в прошлом.
В то же время, Аппл и Микрософт акции, по мнению многих важных аналитиков, хорошое вложение денег..
Что думает многоуважаемое коллективное сознание форума?



There's no doubt that Facebook is an extremely valuable company. But there's no such thing as a bargain at any price. This offering is widely regarded as the deal of the year, and some are even calling it the deal of the century. With hype like that, odds are good the stock price will be inflated and shares will be hard to get.
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But judging by the media hysteria just the rumor of the offering is creating, I can make two firm predictions. One, the stock will be valued at more than it's worth. And, two, the average investor is unlikely to get a single share prior to its trading debut.
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Facebook is not only the world’s second most visited website, but it is an extraordinary concept. It has seen amazing growth in eight years, and has provided a social and cultural shift for millions around the world. Think about the hundreds of millions who log in to Facebook every day (or several times per day) to keep in contact with their own social, personal, and professional networks.
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