{ "media_type": "text", "post_content": "ZOOM call betting on its rebounce next week", "post_id": "5ea3a0f8dc9d6d002a7ec22c", "reply_count": 8, "vote_count": 2, "bowl_id": "5acc42208c6b52001375e11e", "bowl_name": "Option Traders & Investing", "feed_type": "bowl" }

ZOOM call betting on its rebounce next week

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I hold Zoom Bull Call Spreads for 5/15 at 160/155. I am still bullish. 1. Zooms biggest use case is Corporates I think, not personal. They have always limited their personal, free ones to 40 minutes. 2. Google released Hangout Meets and that didn’t do much. 3. Maybe the cynic in me doesn’t believe FB when they say they dont collect user data. I wouldn’t use them. But there are too many people who use their services and either don’t know or don’t care. So, ZM will come down a bit on the personal side, but don’t think there is a reason to panic just yet. TLDR - I am holding steady. Thoughts from others?

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Microsoft Teams is up there, but doesn't have the same functionality that zoom does. However, I personally think it's easier to share my screen on Teams and still navigate my computer whereas Zoom its more difficult to do that when presenting. That may just be personal preference though. The issue with Zoom long term is I'm not sure if they can patent any of their features to maintain a competitive advantage. They definitely have early mover advantage and brand name recognition, but if they start losing edge to other platforms that are free or have better security, etc. Then they will start to falter. I'm bullish ST but not LT

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Good thinking. I’m

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What about FB’s new vid conference features?

That’s what I commented on in the above thread. Happy to hear other opinions

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10 years ago I was putting email and collab solutions from a large tech company in Mtn View you might be familiar with 😉 into large enterprises. The reaction (outside of corporate buyers/stakeholders) was typically staunch disbelief and strong resistance to a “silly email and search company” running enterprise grade collab and comms, and adamant belief that anything “important” should never be done in a web browser. There was pushback every step of the way and a pretty big overall sentiment against these deployments. But here’s the big G today with an insane amount of commercial deployments both public and private and a pretty great track record. Crazier things than FB entering the corporate playing field have happened. I won’t put FB out of the game just yet though it wouldn’t be my own choice. But neither was Gmail for any of my clients a decade ago, and here we are.

God I hope so. The calls I already have really need it 😭

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test on 1.1.5!

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Let’s hear it

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