Comments on: Is Facebook Overvalued? http://www.allfacebook.com/2007/10/is-facebook-overvalued/ The Unofficial Facebook Blog - Facebook News and More! Fri, 21 Nov 2008 08:07:02 +0000 http://wordpress.org/?v=2.6.1 By: Craig Lu http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3559 Craig Lu Fri, 26 Oct 2007 17:48:05 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3559 "1. Growth to 200 million active users 2. Powering 18 to 36 billion web searchs in 2008 and 2009 which will generate $2 and $4 billion in Cost Per Click Keyword-driven (i.e., Google-style Text Link) ads 3. Offering a Facebook Mall with 1,000 top merchants each paying $1 million per year in base rent plus 5% of Gross Sales in Overage Rent" Hahaha...that is really funny...right now..does anyone know how many total users Facebook has? 50 million or less? and how many of those are active? and how many of the active users are clicking on ads? Ads...on facebook are not generating significant revenue. If they did, they will definately brag about it. Currently they are not even releasing their CTR, which is comical hearing people saying Facebook will take down Google. People go to Facebook not to search or look for businesses. People go to Facebook to socialize. So naturally you are not going to generate a lot of CTR. To make things worst, the younger computer savvy crowd have trained their eyes to automatically ignore ads on websites. How many times any of you have clicked on an ad on facebook? Zero to less than 3? Facebook is a hype carefully crafted by investors who are trying to take advantage of gullible people. It will not last that long. “1. Growth to 200 million active users
2. Powering 18 to 36 billion web searchs in 2008 and 2009 which will generate $2 and $4 billion in Cost Per Click Keyword-driven (i.e., Google-style Text Link) ads
3. Offering a Facebook Mall with 1,000 top merchants each paying $1 million per year in base rent plus 5% of Gross Sales in Overage Rent”

Hahaha…that is really funny…right now..does anyone know how many total users Facebook has? 50 million or less? and how many of those are active? and how many of the active users are clicking on ads?

Ads…on facebook are not generating significant revenue. If they did, they will definately brag about it. Currently they are not even releasing their CTR, which is comical hearing people saying Facebook will take down Google.

People go to Facebook not to search or look for businesses. People go to Facebook to socialize. So naturally you are not going to generate a lot of CTR. To make things worst, the younger computer savvy crowd have trained their eyes to automatically ignore ads on websites. How many times any of you have clicked on an ad on facebook? Zero to less than 3? Facebook is a hype carefully crafted by investors who are trying to take advantage of gullible people. It will not last that long.

]]> By: Craig Lu http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-14113 Craig Lu Fri, 26 Oct 2007 17:48:05 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-14113 "1. Growth to 200 million active users<br>2. Powering 18 to 36 billion web searchs in 2008 and 2009 which will generate $2 and $4 billion in Cost Per Click Keyword-driven (i.e., Google-style Text Link) ads<br>3. Offering a Facebook Mall with 1,000 top merchants each paying $1 million per year in base rent plus 5% of Gross Sales in Overage Rent"<br><br>Hahaha...that is really funny...right now..does anyone know how many total users Facebook has? 50 million or less? and how many of those are active? and how many of the active users are clicking on ads?<br><br>Ads...on facebook are not generating significant revenue. If they did, they will definately brag about it. Currently they are not even releasing their CTR, which is comical hearing people saying Facebook will take down Google.<br><br>People go to Facebook not to search or look for businesses. People go to Facebook to socialize. So naturally you are not going to generate a lot of CTR. To make things worst, the younger computer savvy crowd have trained their eyes to automatically ignore ads on websites. How many times any of you have clicked on an ad on facebook? Zero to less than 3? Facebook is a hype carefully crafted by investors who are trying to take advantage of gullible people. It will not last that long. “1. Growth to 200 million active users
2. Powering 18 to 36 billion web searchs in 2008 and 2009 which will generate $2 and $4 billion in Cost Per Click Keyword-driven (i.e., Google-style Text Link) ads
3. Offering a Facebook Mall with 1,000 top merchants each paying $1 million per year in base rent plus 5% of Gross Sales in Overage Rent”

Hahaha…that is really funny…right now..does anyone know how many total users Facebook has? 50 million or less? and how many of those are active? and how many of the active users are clicking on ads?

Ads…on facebook are not generating significant revenue. If they did, they will definately brag about it. Currently they are not even releasing their CTR, which is comical hearing people saying Facebook will take down Google.

People go to Facebook not to search or look for businesses. People go to Facebook to socialize. So naturally you are not going to generate a lot of CTR. To make things worst, the younger computer savvy crowd have trained their eyes to automatically ignore ads on websites. How many times any of you have clicked on an ad on facebook? Zero to less than 3? Facebook is a hype carefully crafted by investors who are trying to take advantage of gullible people. It will not last that long.

]]> By: Is MySpace Worth $65 Billion? - The Unofficial Facebook Blog http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3557 Is MySpace Worth $65 Billion? - The Unofficial Facebook Blog Fri, 26 Oct 2007 17:23:44 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3557 [...] that MySpace would be worth $65 billion based on the fact that they have 185 million users. As I said yesterday, the present value of Facebook is nowhere near $15 billion. If Facebook was worth $15 billion [...] [...] that MySpace would be worth $65 billion based on the fact that they have 185 million users. As I said yesterday, the present value of Facebook is nowhere near $15 billion. If Facebook was worth $15 billion [...]

]]> By: erikn http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3550 erikn Fri, 26 Oct 2007 15:00:05 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3550 I disagree that facebook provides "laser guided marketing". I do think that it is nice that you can provide some extra value by advertising say a new rock album to someone who has declared themselves to be a U2 fan. However, facebook still has a problem of intent. The problem is that when most people come to facebook they are there to read the feeds, catch up with people and have social interactions. When they are looking to buy something, they are usually going to a search property or something like Amazon/Ebay. It's unclear to me that facebook, by providing a search box/shopping place will be able to get people to perform this kind of context switch. I'm not saying that there won't be some overflow, just that the talk of $100bn valuations is basically masterbatory at this point. I disagree that facebook provides “laser guided marketing”.
I do think that it is nice that you can provide some extra value by advertising say a new rock album to someone who has declared themselves to be a U2 fan. However, facebook still has a problem of intent. The problem is that when most people come to facebook they are there to read the feeds, catch up with people and have social interactions. When they are looking to buy something, they are usually going to a search property or something like Amazon/Ebay. It’s unclear to me that facebook, by providing a search box/shopping place will be able to get people to perform this kind of context switch. I’m not saying that there won’t be some overflow, just that the talk of $100bn valuations is basically masterbatory at this point.

]]> By: erikn http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-14112 erikn Fri, 26 Oct 2007 15:00:05 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-14112 I disagree that facebook provides "laser guided marketing". <br>I do think that it is nice that you can provide some extra value by advertising say a new rock album to someone who has declared themselves to be a U2 fan. However, facebook still has a problem of intent. The problem is that when most people come to facebook they are there to read the feeds, catch up with people and have social interactions. When they are looking to buy something, they are usually going to a search property or something like Amazon/Ebay. It's unclear to me that facebook, by providing a search box/shopping place will be able to get people to perform this kind of context switch. I'm not saying that there won't be some overflow, just that the talk of $100bn valuations is basically masterbatory at this point. I disagree that facebook provides “laser guided marketing”.
I do think that it is nice that you can provide some extra value by advertising say a new rock album to someone who has declared themselves to be a U2 fan. However, facebook still has a problem of intent. The problem is that when most people come to facebook they are there to read the feeds, catch up with people and have social interactions. When they are looking to buy something, they are usually going to a search property or something like Amazon/Ebay. It’s unclear to me that facebook, by providing a search box/shopping place will be able to get people to perform this kind of context switch. I’m not saying that there won’t be some overflow, just that the talk of $100bn valuations is basically masterbatory at this point.

]]> By: Facebook: il fenomeno | Stalkk.ed http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3542 Facebook: il fenomeno | Stalkk.ed Fri, 26 Oct 2007 10:35:56 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3542 [...] l’operazione Facebook, ad un livello di prezzo che non si vedeva da almeno sei anni, mentre AllFacebook si chiede se Facebook sia attualmente un pò sopravvalutata, ma esalta la “scommessa” [...] [...] l’operazione Facebook, ad un livello di prezzo che non si vedeva da almeno sei anni, mentre AllFacebook si chiede se Facebook sia attualmente un pò sopravvalutata, ma esalta la “scommessa” [...]

]]> By: The Pageman http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3537 The Pageman Fri, 26 Oct 2007 04:15:49 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3537 “The value of a social network is defined not only by who’s on it, but by who’s excluded.” exactly. that's the difference/value of being in aSmallWorld.net and aBigWorld.net :) “The value of a social network is defined not only by who’s on it, but by who’s excluded.”

exactly. that’s the difference/value of being in aSmallWorld.net and aBigWorld.net :)

]]> By: The Pageman http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-14111 The Pageman Fri, 26 Oct 2007 04:15:49 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-14111 “The value of a social network is defined not only by who’s on it, but by who’s excluded.”<br><br>exactly. that's the difference/value of being in <a href="http://aSmallWorld.net">aSmallWorld.net</a> and <a href="http://aBigWorld.net">aBigWorld.net</a> :) “The value of a social network is defined not only by who’s on it, but by who’s excluded.”

exactly. that’s the difference/value of being in aSmallWorld.net and aBigWorld.net :)

]]> By: E Dewhirst http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3536 E Dewhirst Fri, 26 Oct 2007 03:29:02 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-3536 I am with Lee on this one - MSN search may suck but this is the time of the land grab and they just got some serious location on the board. Google stock is undervalued right now - they are going to show some serious earnings in the next quarter. Bottom line - print and TV advertising is losing big time and with Facebook providing laser guided marketing - it is every product pushers wet dream! 580 million for MySpace! how absurd - fast forward 27 months - that is a sweet bargain for News Corp - times they are a changin! Cheers, Eric I am with Lee on this one - MSN search may suck but this is the time of the land grab and they just got some serious location on the board. Google stock is undervalued right now - they are going to show some serious earnings in the next quarter. Bottom line - print and TV advertising is losing big time and with Facebook providing laser guided marketing - it is every product pushers wet dream!

580 million for MySpace! how absurd - fast forward 27 months - that is a sweet bargain for News Corp - times they are a changin!

Cheers,

Eric

]]> By: E Dewhirst http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-14110 E Dewhirst Fri, 26 Oct 2007 03:29:02 +0000 http://www.allfacebook.com/2007/10/is-facebook-overvalued/#comment-14110 I am with Lee on this one - MSN search may suck but this is the time of the land grab and they just got some serious location on the board. Google stock is undervalued right now - they are going to show some serious earnings in the next quarter. Bottom line - print and TV advertising is losing big time and with Facebook providing laser guided marketing - it is every product pushers wet dream!<br><br>580 million for MySpace! how absurd - fast forward 27 months - that is a sweet bargain for News Corp - times they are a changin!<br><br>Cheers,<br><br>Eric I am with Lee on this one - MSN search may suck but this is the time of the land grab and they just got some serious location on the board. Google stock is undervalued right now - they are going to show some serious earnings in the next quarter. Bottom line - print and TV advertising is losing big time and with Facebook providing laser guided marketing - it is every product pushers wet dream!

580 million for MySpace! how absurd - fast forward 27 months - that is a sweet bargain for News Corp - times they are a changin!

Cheers,

Eric

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