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IBDvalueinvestin (98.35)

Facebook will be interesting, because I am wondering if



January 30, 2012 – Comments (2) | RELATED TICKERS: RENN , MEET , FFNTQ.DL

they will take a page from techs of the past which just ate up all the little fish that were competing against them. Oracle is a perfect example of such a company.



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#1) On January 30, 2012 at 11:06 AM, SkepticalOx (98.62) wrote:

Just as Facebook didn't take up Yahoo's offer to acquire it at $2B years ago, there will be entrepreneurs who don't want to be acquired by Facebook. 

Oracle's business is also a tad more sticky for customers than Facebook. Enterprise databases are a tad harder to change than online social networking site (but FB is probably doing a dang good job of making it pretty sticky and addictive). 

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#2) On January 30, 2012 at 11:27 AM, IBDvalueinvestin (98.35) wrote:

SkepticalOx ,

I would consider ACOM as the biggest potential target of FB once the IPO goes thru. This is because ACOM is in a niche market that Facebook has not yet tapped and its hugely profitable already, so a buyout of that stock would actually increase eps for Facebook.

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