ZNGA
9 posts
I believe we are nearing the point where the tech sector will rise again as it did in the late nineties.
Zynga has more than $2 a share in cash and is trading near $3. Yet it might not be seen as a value if it starts spending that cash on deals to spur growth.
Perceptions won't matter if Facebook blows away revenue targets. It will matter a lot more if CEO Zuckerberg has to sell a story on good, but not great growth.