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Facebook to File for IPO Next Week

282 点作者 james-fend超过 13 年前

25 条评论

albertsun超过 13 年前
Why is this a link to Mashable when all the reporting work and original information is from the Wall Street Journal?<p><a href="http://online.wsj.com/article/SB10001424052970204573704577187062821038498.html" rel="nofollow">http://online.wsj.com/article/SB1000142405297020457370457718...</a>
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aresant超过 13 年前
Here's why I am going to buy:<p>Google's Retargeting product drives insanely strong conversions for clients vs. their traditional adwords.<p>You're able to re-reach folks that, by arriving on your site in the first place, have categorized themselves as interested and, as a result, close at a much higher rate.<p>Google's recent move to consolidate privacy policies, and in effect, sets of customer data is going to provide massively better targeting capabilities.<p>As a result they'll be able to sell the exact same ad-space to advertisers and yet advertisers will see better results, thanks to better targeting.<p>In the "bid-for-space" model this will translate to higher ECPM to Goog, to site owners, etc.<p>Now, enter FB, coiner of the "Social graph" and consolidator of all the things and people.<p>They are doubtlessly working to build and improve their advertising products.<p>They are going to earmark a lot of that $100b to buy large advertising businesses, just like Goog bought AdMob etc, that they believe they can improve ECPMs on.<p>Is it speculative? Absolutely.<p>Does $100b already have a lot of this expected upside baked-in? No doubt.<p>But still, I have seen the future of online advertising and it be profitable.<p>He with the most customer data wins, and FB has that in abundance.
nchuhoai超过 13 年前
Just out of curiosity, why is Facebook doing this? I'm unfortunately not very knowledgeable on the field of IPOs, but aren't IPOs usually just needed to raise money? I always thought Facebook is in a position where it does not need to raise money, since it gets sufficient revenue, and being public has its own disadvantages?
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untog超过 13 年前
It'll be interesting to see what Facebook employees do once the IPO goes through. There must be a good number that want to break off and do their own thing, but are sitting on stock they don't want to lose. It'll be interesting to see what ideas/startups they come up with.<p>Didn't the same happen when Google IPO'd?
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gojomo超过 13 年前
The S-1 filing will almost certainly contain enough info to allow my bets with <i>jacquesm</i> and <i>il</i>, that Facebook's revenues would reach $2B/yr by 2014, to settle (2 years early!):<p><a href="http://news.ycombinator.com/item?id=689993" rel="nofollow">http://news.ycombinator.com/item?id=689993</a><p><a href="http://news.ycombinator.com/item?id=1163144" rel="nofollow">http://news.ycombinator.com/item?id=1163144</a><p>Would still be happy to take $200 in Facebook stock instead. :)
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RuggeroAltair超过 13 年前
Well, honestly I think that buying Facebook shares right now is a high risk move. While it is possible maybe to forecast some ups and downs in the immediate following days, if the evaluation actually goes to 100 billions it'd look scary to me.<p>I'm not saying that Facebook is dying or that it's gonna die anytime soon, but I am not able to foresee any significant growth.<p>The article compared, with sort of negative terms, Facebook's IPO to Google's, saying that google didn't even impress that much when it went public.<p>But we all know here, that Wall Street made a mistake with Google, since now their shares now are worth 5 times as much as they were at the opening.<p>So, my question is, how can Facebook ever be worth half a trillion dollars? What should the company do to get evaluated 5 times as much as it is now?<p>At least with the number of users, it seems to me that they can't be too far from their natural limits.<p>Facebook is a company certainly with great minds and ideas, but after all it's a website, and I'm not sure people will want to stick around for so much longer on just a website. It seems unfeasible to me that people will stop using the rest of internet, just doing everything on Facebook.<p>Sure, they can improve a million things (like a real search in Facebook posts, or ways of sharing more complicated things, or better off site integration (which is already pretty good though), but at the same time they can't just open too much, or people will just start migrating. Yet, if they stay too close, people will get bored and start migrating anyways.<p>Sure, they can start having actual physical products and increase their presence on different markets, but there are lots of tradeoffs for that too. People won't eventually be happy to have a anything-Facebook.<p>So, maybe I'm wrong, but I tend to believe that this might be one of the highest points that Facebook can reach. I'm sure it can still grow, but I can't expect a growth of orders of magnitudes, it just seems unreasonable.<p>Maybe it's just that I got bored of Facebook's social life a long time ago and ended up spending very little time on it, almost using it as an email server for certain friends. But I certainly don't think that things like timeline can do this huge difference. To me, timeline is just another improvement (maybe) to avoid people to get bored after a while. One of the constant and frequent improvements and changes that every feature/product has to do to feel alive, but can anyone see any change that could make this company much bigger than what it already is?<p>If I were Zuckerberg I would probably sell a bunch of my shares and buy a bunch of companies, without necessarily integrating them into Facebook, you never know...
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philwelch超过 13 年前
Well, now we get to see their financials. This hasn't been an encouraging step for other recent IPOs, like Groupon, and at least their business model involves people actually paying them. Unless Facebook's profitability is much better, the other shoe's going to drop and things might get pretty rough.
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CyrusL超过 13 年前
I took part in SecondMarket's 1/18/12 Facebook auction and was unaware of any trading being halted for that week.<p>Does anyone know what normal IPO timelines are? My uneducated expectation is that shares begin trading something like 3-6 months after filing the prospectus.
pathik超过 13 年前
There hardly seems to be much upside left. Most of the potential for appreciation has already been milked by late stage VCs (DST), Goldman's preferred clients, and investors on SharesPost and Second Market. This probably won't be a Google or Amazon. But then, 5 years down the line, who knows.
ArchD超过 13 年前
FB is very well-known by virtue of its huge user base. This probably means that many people from among its user base will consider buying at the IPO. Whether or not the stock is "correctly price", only a small fraction of that huge user base enamored with FB needs to buy it at that price for the price to be supported.
bproper超过 13 年前
And of course, the entire social media sector surges on news of the IPO.<p><a href="http://www.streetinsider.com/IPOs/Entire+Social,+Online+Media+Sector+Surging+on+Reports+of+Facebook+IPO+Filing+Next+Week+(SINA)+(GRPN)+(QPSA)+(RENN)+(more)/7114813.html" rel="nofollow">http://www.streetinsider.com/IPOs/Entire+Social,+Online+Medi...</a>
joelrunyon超过 13 年前
Groupon Zynga<p>Is anyone paying attention? Just because a company has a massive user base, big popularity, and lots of VCs, doesn't mean it has a great business model.<p>Sure,you can buy shares, watch them triple in the first 24 and dump them, but when the dust settles, what really happens?<p>Groupon is trading at $20.04. It IPO'd at $20. Zynga is trading at $10.05. It IPO'd at $10.<p>Good for the VC's, finally getting a return on their money and all, but it doesn't seem that the companies are really doing much to deserve the hype.<p>Facebook is presumably making money, and has a crap-load of user-data, but 100 Billion dollar valuation? Maybe based on what people are willing to pay for it, in the hype to get some of it's stock, but its revenues were 2.5 Billion last year. A valuation that's 50x their revenues seems a little steep to me - but again, that could just be me.
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joejohnson超过 13 年前
Does anyone know how long to expect between the filing date and the IPO date?
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mkr-hn超过 13 年前
I'm looking forward to a good IPO. It feels like the economy is on the rebound for real, and good news out of this could help.
bitsweet超过 13 年前
What would the world look like if Facebook IPOs and Apple immediately buys them out with their horde of cash?
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gersh超过 13 年前
What is the history of IPOs for companies traded on private market exchanges? Does an official IPO give the company a pop?
joelmaat超过 13 年前
Damn that 2009 job request of mine. I coulda, woulda, and shoulda. Haha.
stevenj超过 13 年前
I'm long Facebook over the next 20 years or so.<p>So I'm going to buy shares.
senthilnayagam超过 13 年前
IPO is inevitable but timing is not right, groupon, zynga, LinkedIn, pandora are all trading at very low valuations and so is investor sentiment
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outside1234超过 13 年前
this is great news - end of the hype era and the beginning of the reality and earnings era for Facebook.
psychotik超过 13 年前
It would be awesome if Apple would spend a small fraction of their cashpile to buy all outstanding Facebook stock. ;)
aviherschman超过 13 年前
If facebook goes through with this. How would this effect the privacy of their users?
zotz超过 13 年前
I wonder if the timeline being made mandatory is tied to the IPO somehow.
mkramlich超过 13 年前
I wonder if the timing has to do with Google's recent "hey let's fuck up our core feature!" (search)
bilalhusain超过 13 年前
for the lazy<p>tweets - <a href="https://twitter.com/search?q=facebook+ipo" rel="nofollow">https://twitter.com/search?q=facebook+ipo</a><p>google results for past 24 hrs - <a href="https://www.google.com/search?q=facebook%20ipo&#38;tbs=qdr:d" rel="nofollow">https://www.google.com/search?q=facebook%20ipo&#38;tbs=qdr:d</a>