Comments on: Let’s Play the Social Network Valuation Game! http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/ The Social Times covers news, analysis and insight pertaining to the social web. Learn how to brand yourself and your company via the social web. Thu, 04 Dec 2008 23:26:28 +0000 http://wordpress.org/?v=2.5 By: gargouri2001 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-5647 gargouri2001 Tue, 14 Oct 2008 17:04:25 +0000 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-5647 Nice write up and blog , Thanks for sharing all those good info<br><br>My Best regards<br>Moris<br><a href="http://xtonlinegame.com">http://xtonlinegame.com</a> Nice write up and blog , Thanks for sharing all those good info

My Best regards
Moris
http://xtonlinegame.com

]]> By: Geziler http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-5509 Geziler Sat, 27 Sep 2008 19:08:13 +0000 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-5509 thanks a lot thanks a lot

]]> By: srini kumar http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-650 srini kumar Fri, 15 Feb 2008 04:04:50 +0000 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-650 I think the financial picture doesn't take into account the strategic picture. What Ballmer and Murdoch and Zuckerberg are considering is that happy social network and web application users are basically locked in. API's mean that these users won't even get quite so bored over time because third party developers and content creators will continue to keep their platforms fresh. Finally, someday the "cost-per-click" business model innovation that saved Google will be echoed with social networks. Someone's going to figure out how to monetize these things. Souls locked into platforms - that is the strategic significance of social networking. It is also close to a zero-sum game - users probably have a certain number of web 2.0 type sites they'll bother to use frequently - and that's it. There may be some evolution or disruption of this order someday, but there is also a great likelihood that it'll be like TV before cable - there will be a Big Three, and then a few independent successes, and then the long tail. Who those Big Three will turn out to be is the subject of the MS bid for Yahoo - MS will not be locked out of that brandspace, and without Yahoo it does not look good for them. I think the financial picture doesn’t take into account the strategic picture.

What Ballmer and Murdoch and Zuckerberg are considering is that happy social network and web application users are basically locked in. API’s mean that these users won’t even get quite so bored over time because third party developers and content creators will continue to keep their platforms fresh. Finally, someday the “cost-per-click” business model innovation that saved Google will be echoed with social networks. Someone’s going to figure out how to monetize these things. Souls locked into platforms - that is the strategic significance of social networking.

It is also close to a zero-sum game - users probably have a certain number of web 2.0 type sites they’ll bother to use frequently - and that’s it. There may be some evolution or disruption of this order someday, but there is also a great likelihood that it’ll be like TV before cable - there will be a Big Three, and then a few independent successes, and then the long tail. Who those Big Three will turn out to be is the subject of the MS bid for Yahoo - MS will not be locked out of that brandspace, and without Yahoo it does not look good for them.

]]> By: srini kumar http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-4908 srini kumar Fri, 15 Feb 2008 03:04:50 +0000 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-4908 I think the financial picture doesn't take into account the strategic picture.<br><br>What Ballmer and Murdoch and Zuckerberg are considering is that happy social network and web application users are basically locked in. API's mean that these users won't even get quite so bored over time because third party developers and content creators will continue to keep their platforms fresh. Finally, someday the "cost-per-click" business model innovation that saved Google will be echoed with social networks. Someone's going to figure out how to monetize these things. Souls locked into platforms - that is the strategic significance of social networking. <br><br>It is also close to a zero-sum game - users probably have a certain number of web 2.0 type sites they'll bother to use frequently - and that's it. There may be some evolution or disruption of this order someday, but there is also a great likelihood that it'll be like TV before cable - there will be a Big Three, and then a few independent successes, and then the long tail. Who those Big Three will turn out to be is the subject of the MS bid for Yahoo - MS will not be locked out of that brandspace, and without Yahoo it does not look good for them. I think the financial picture doesn't take into account the strategic picture.

What Ballmer and Murdoch and Zuckerberg are considering is that happy social network and web application users are basically locked in. API's mean that these users won't even get quite so bored over time because third party developers and content creators will continue to keep their platforms fresh. Finally, someday the “cost-per-click” business model innovation that saved Google will be echoed with social networks. Someone's going to figure out how to monetize these things. Souls locked into platforms - that is the strategic significance of social networking.

It is also close to a zero-sum game - users probably have a certain number of web 2.0 type sites they'll bother to use frequently - and that's it. There may be some evolution or disruption of this order someday, but there is also a great likelihood that it'll be like TV before cable - there will be a Big Three, and then a few independent successes, and then the long tail. Who those Big Three will turn out to be is the subject of the MS bid for Yahoo - MS will not be locked out of that brandspace, and without Yahoo it does not look good for them.

]]> By: Jonathan Kleiman http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-647 Jonathan Kleiman Thu, 14 Feb 2008 20:13:58 +0000 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-647 then again... when was the last time something that looked every bit like a fad got valuations of 100x their rev? then again… when was the last time something that looked every bit like a fad got valuations of 100x their rev?

]]> By: Jonathan Kleiman http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-646 Jonathan Kleiman Thu, 14 Feb 2008 20:11:21 +0000 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-646 P/E ratios of 100 are pretty hard to justify without seeing a nice plan to generate revenue. I assume one exists. P/E ratios of 100 are pretty hard to justify without seeing a nice plan to generate revenue. I assume one exists.

]]> By: Jonathan Kleiman http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-4466 Jonathan Kleiman Thu, 14 Feb 2008 19:13:58 +0000 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-4466 then again... when was the last time something that looked every bit like a fad got valuations of 100x their rev? then again… when was the last time something that looked every bit like a fad got valuations of 100x their rev?

]]> By: Jonathan Kleiman http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-4465 Jonathan Kleiman Thu, 14 Feb 2008 19:11:21 +0000 http://www.socialtimes.com/2008/02/lets-play-the-social-network-valuation-game/#comment-4465 P/E ratios of 100 are pretty hard to justify without seeing a nice plan to generate revenue. I assume one exists. P/E ratios of 100 are pretty hard to justify without seeing a nice plan to generate revenue. I assume one exists.

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