The highly competitive prospects unknown whether the hunters social networking s

the <p> </p> <p> </p> the <p> IDG (pine) Beijing October 14, according to foreign media reports, many new Internet companies after the IPO stock price performance is far from ideal This includes,, Zynga and Pandora. Does this mean that the stocks of these companies now have bottomed can safely buy it? This can be as a reference with the attitude of Wall Street and venture capital institutions. </P> <p> many Internet companies and social networking sites public offering (IPO) in the past two years, but after the listing of the shares of these companies experienced a lot of ups and downs. A lot of investors who are considering whether to start bargain-hunting at this time, after all, a lot of the company's stock price is higher than the original listing down. </P> <p> buy or not depends critically on the investors realized if there is confidence in the near-term and long-term performance of these companies. </P> <p> Facebook's market value compared to more than just listing shrunk by nearly half, while online shopping company Groupon and social gaming site Zynga's price is more appalling, and just offering listed a decrease of nearly 3/4 Internet radio company Pandora shares fell nearly 40%. </P> <p> To determine these old is optimistic about the poor stock market performance network whether the bargain-hunting, you first need to answer the two aspects of the problem. </P> <p> first question is about the long-term development of these companies. If you want to buy the stock of a company must first determine whether the company is in line with the future trends of the network, perhaps this problem is a little professional, it simply means that the business of these companies and Silicon Valley technology companies will launch in the next few years commodities, especially smart phones and tablet PCs. If not, the business of these companies and now the Internet is closely linked,<a href="http://www.notebooksakkus.de/samsung/Samsung-nc20-ka04-akku.htm">Samsung NC20-KA04 akku</a>? </P> <p> Facebook and Pandora, for example, the original business model of the two companies is to make money by selling advertising, but also for the traditional network. But now they are the original part of the business model has been smart phones and tablet PCs set off a tide of mobile network subversion. </P> <p> second question is a threshold on the field of development of the company. That other companies to enter the field whether there is an obstacle? Or whether the other companies as long as sufficient funds can easily enter the field and to seize the market. </P> <p Arlington Value Management, Mike Allen, chief investment division Han (Allan Mecham): emerging development time is not long, and industrial upgrading, especially fast because a lot of companies in your field, it is difficult to estimate a company's long-term development would look like. Arlington Value Management now manages nearly $ 100 million in private investment funds, but did not invest any funds in the emerging network company above. </P> <p> an emerging Internet companies can meet the above described two long-term standard, that is consistent with the Internet long-term trends are also their own industry has a strong technical lead, then the company is worth investment. </P> <p> Another point worth noting is that a new network of company stock if there down the space. In the period of 2000 to 2003, the bursting of the Internet bubble, many stocks down 90% or more. Analysis from a mathematical point of view, if a company's stock fell 50%, the company's stock price rose more than 100% in order to thoroughly from existing loss recovery. </P> <p> For investors, the best start timing is the price bottomed out when, but it is estimated that a stock is bottoming out, after all, it is difficult, not what the law and the formula can make use of. Although there is no way to calculate when to hit bottom, but there is a lot of information can refer to, especially Wall Street's reaction and the risk attitudes of investment institutions. </P> <p> Wall Street analysts stand to show that they are still hopeful that the stock of these emerging networks. According to a Reuters report, the 24 analysts which only three that Pandora's stock should be selling, this data analysis and Groupon proportion identical. So, according to the Wall Street view of the situation, the stock of these new Internet companies are far from bottoming out. </P> <p> As for venture capital, venture capital in the period of the dot-com bubble burst in the United States from 2000 to 2003, the near-collapse. But today's risk of strong investment performance,<a href="http://www.notebooksakkus.de/sony/sony-vaio-vpc-cb35fg-bi-akku.htm">Sony VAIO VPC-CB35FG/BI akku</a>, according to the latest report of the world's top accounting firm PricewaterhouseCoopers, venture investment for software field has now hit a record since the second quarter of 2001. This fully demonstrates that optimistic about the venture capital institutions now emerging network. </P> different <p> and the dot-com bubble burst in 2003, the network company is now facing a lot of well-funded competitors. </P> <p> investment advisory firm network of Needham & Co analyst Laura Martin (Laura Martin), the pace of development of the Internet world, far more than any other industry, a big change within a year, because in the year there will be a lot of new competitors, there will be a lot of new technologies come out. </P> <p> In this context, some technology companies will face greater challenges. Groupon is one of them, because the threshold of Groupon in your field is relatively the lowest. Size is not large in the world as a buy site Groupon, business and by geographical factors, as Seattle even if relatively inexpensive goods or services to customers in New York it will not attract. </P> <p> Atlantic Securities analyst James Deville (James Cordwell), the social gaming company Zynga and other game companies, business will only be popular in the short term, but long-term investment for Zynga is still a great risk. Securities of the Atlantic is headquartered in London. </P> <p> Deville Internet radio company Pandora industry threshold is relatively low, facing too much competition. Barclays Bank analyst of Anthony Dike Lai Chimenti (Anthony DiClemente) As more and more people begin using smart phones and tablet PCs to the Internet, Pandora will therefore business has been greatly affected, but also by the mobile users generate economic benefits will be much less than before. </P> <p> but analysis from a positive point of view, you can see that Pandora has a strong brand influence, and many users are very loyal. According to the July 31, statistics show that Pandora listeners reached 150 million people, 55 million of which is the Pandora's old audience. Pandora's valuation of $ 1.5 billion, Sirius XM Radio's stock and total debt has reached $ 13 billion. If you think that Pandora will become the winner of the network broadcasting field, start now buy Pandora's stock is fairly cheap. </P> <p> As for the famous social networking site Facebook has been since the IPO has been on Facebook share price negative reports, Facebook share price hit a new low, only $ 17.55 per share. Stock returns paid by the investors of Facebook to a high level of staff also expressed concern. Facebook co-founder and CEO Mark Zuckerberg (Mark Zuckerberg) was only 28 years old, and many large companies the CEO is still significant compared to the young,<a href="http://www.notebooksakkus.de/compaq/compaq-presario-x1035ap-dn596a-akku.htm">Compaq Presario X1035AP-DN596A akku</a>, the experience is not rich. The most important is Facebook the earnings slow progress in the field of mobile clients. </P> <p> Nonetheless, Facebook still has a strong brand equity, and more than 1 billion monthly login users, the growth rate is maintained at an average of about 30%. The purposes of the present situation, it is difficult to imagine which sites can be so many Facebook users attracted to, and a lot of people already have their own Facebook above a fixed group of friends. </P> <p> Facebook, there are many potential ways can be so much concerned about the amount of change in large sums of money. Facebook launch advertising in the mobile client progress is indeed a bit slow, but now is stepping up its speed. RBC Capital Markets analyst 安德烈西昆 the (Andre Sequin) said, the market has underestimated the improvements Facebook Facebook improvements achieved good results, then Facebook daily earnings amount will be several times now. </P> Market value of <p> Facebook company in the end is how much more appropriate it? The original IPO when the market forecast of $ 72 billion, but based on the current stock price, the Facebook market capitalization of only $ 33 billion (excluding cash), even if the market has shrunk by nearly half, but Facebook's share price still record a new low, it is estimated that soon will not hold $ 33 billion. If a Facebook investors want to get 20% of revenue annually, must guarantee the Facebook market capitalization after 10 years to reach $ 204 billion. However, this forecast is only envisaged, there is no guarantee, especially in the case of Facebook stock malaise so optimistic forecasts. </P>