Rolfe Winkler

Rolfe Winkler

@RolfeWinkler
Writer for Heard on the Street at the Wall Street Journal. I cover technology, primarily, and random midcaps here and there. Opinions mine and mine alone.
Text follow RolfeWinkler to 40404 in the United States
»
Rolfe Winkler
@
@ well-played sir. well-played.
 
»
Rolfe Winkler
There will be one gigantic loser from Facebook's offering.....
 
»
Kara Swisher
Did Facebook Just Spill the Beans on Zynga’s Fourth Quarter?
 
»
Rolfe Winkler
@
@ Would have thought weak LivingSocial financials outed by Amazon yesterday would be bad for $GRPN.
 
»
Rolfe Winkler
And can someone tell me how $GRPN (up 8%) benefits from Facebook filing??
 
»
Rolfe Winkler
What is going on with $ZNGA? Up 18%? Nothing new re them in the Facebook filing. And we already knew they drive most of Facebook Credits.
 
»
Rolfe Winkler
Turns out Facebook looks a dead ringer for a young $GOOG. Financially speaking. Can it stay on the same growth path?
 
»
Rolfe Winkler
$Zynga may drive 12% of Facebook's total revenue, but its closer to 80% (!) of Facebook Credits. $FB $ZNGA
 
»
Rolfe Winkler
$FB, $ZNGA, $GRPN, $GOOG, et al all with super voting shares that give near total control to execs. Will be a fight when growh slows....
 
»
Rolfe Winkler
Zynga 12% of FB's 2011 revenue. $ZNGA, $FB
 
»
Rolfe Winkler
While you were waiting for Facebook: financial info outed for first time by Amazon. Not pretty:
 
»
Rolfe Winkler
With Burn Note, Self-Destructing Emails Vanish After They’ve Been Read
 
»
Rolfe Winkler
A fight $HPQ doesn't want: Director Babbio, chair of comp cmmttee that paid big exit packages to Hurd/Apotheker, won't stand for re-election
 
»
Rolfe Winkler
Bad fulfillment from @. Ordered in stock item 1/24, didn't ship till 1/30. $AMZN would have turned around in a day.
 
»
Startup L. Jackson
There are 8 people who list 'Lean Six Sigma' as a skill on AngelList. I intend to find and kill them all.
 
»
PandoDaily
That Was Fast: Betaworks Returns All Capital… And Then Some via @
 
»
John Borthwick
Excellent. RT @: The Lego astronaut Space footage captured by 17-year old makers via @
 
»
Rolfe Winkler
Great insight from @. Can't inflate economy if rsng prices don't lead to hghr wages, which they won't given global labor supply.
 
»
Rolfe Winkler
$ZNGA messing up Valentine's Day. Will report earnings after close on Feb 14.
 
»
Rolfe Winkler
iBargain? Even after jumping 6% yesterday, $AAPL shares actually got cheaper.