what is your take on twitter float ? if lnkd collapses, twitter float will be jeopardised. I think they may just buy it themselves as that float is many times larger, i understand. Spend 1B supporting stock so that they can float twitter for 50B instead of 30B. Adds up ?
I'm not sure about the Twitter float. I mainly pay attention to these companies (LNKD, GRPN, Zynga) after they have gone public. Am I correct in assuming that you're an Aussie, given the use of "float" instead of "IPO" ?
LNKD lockup expiry was discussed in this article on 1 November: http://seekingalpha.com/article/303...-attractive-value-proposition-for-advertisers Then the same author did a follow-up article on 7 November: http://seekingalpha.com/article/305741-why-it-s-best-to-play-linkedin-s-volatility The author makes a valid point that the S-1 for the follow-on seems to delay the lockup expiry. Specifically: "The problem is that 61 million LinkedIn shares will no longer be eligible for sale until 90 days after November 20. I believe that the companyâs shares will inevitably fall and that this lockup extension is just putting off the day of reckoning." S-1 filing can be found here: http://www.sec.gov/Archives/edgar/data/1271024/000119312511295272/d250692ds1.htm The 61 million shares are discussed on page 130.