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These Zuckerberg Comments Matter Most: Blodget

Tuesday, 11 Sep 2012 | 6:03 PM ET

Mark Zuckerberg said a lot of things on Tuesday but according to top Wall Street personality Henry Blodget, only a handful of his comments matter to pros.

In order to capture Wall Street's attention, ”He needed to tell the story of what Facebook could become and I think he did that,” says Blodget.

According to Blodget pros will focus on the following:

Blodget: Comments from Zuckerberg Perfect for Shareholders
Top Wall Street figure Henry Blodget suggests that comments from Mark Zuckerberg may be exactly what shareholders need to hear.

“He acknowledged that he’s disappointed in the stock’s decline. He said look, we care about shareholders."

That’s something shareholders want to hear, explains Blodget. That could have a positive impact on sentiment.

Also Blodget said pros will key into Zuckerberg's optimistic comments about mobile. "He said we can make more money per user on mobile than we can on the desktop.”

“The concern was that as people transitioned off the desktop to mobile, it would clobber revenue.” However, in the wake of this commentary, the Street will start to think that might not be the case.

And Blodget says best of all, Zuckerberg made all these bullish comments, “without promising anything this quarter.” That allowed him to manage expectations.

All told, “I think he did great,” Blodget says, adding that he thought Zuckerberg did a great job of noting that a lot of people are underestimating Facebook.

Posted by CNBC's Lee Brodie

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Trader disclosure: On September 11, 2012 , the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Karen Finerman is long AAPL; Karen Finerman is long BAC and long call spreads; Karen Finerman is long JPM; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long MSFT; Karen Finerman is long GOOG; Karen Finerman is long JCP and long puts; Karen Finerman is long UNG; Karen Finerman is long SPY; Karen Finerman is long RWM; Karen Finerman is long MPY; Simon Baker is long AAPL; Simon Baker is long GS; Simon Baker is long MS; Simon Baker is long GLD; Simon Baker is long AMZN; Simon Baker is long GOOG; Simon Baker is long YELP; Simon Baker is long P; Simon Baker is long WLT; Mike Murphy is long WFC; Mike Murphy is long TGT; Mike Murphy is long calls on FB; Mike Murphy is long HOV; Mike Murphy is long S; Mike Murphy is long CSX; Mike Murphy is long V; Mike Murphy is short AXP; Mike Murphy is short JCP

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