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America Online to Buy Internet Chat Service for $287 Million (1998)

239 点作者 ski超过 11 年前

26 条评论

efuquen超过 11 年前
Someone mentioned about trying to find out if their have ever been any other chat services that have really made a lot of money on it&#x27;s own, and it sparked memory of an acquisition that didn&#x27;t happen quite that long ago, Microsoft buying Skype in 2011, and here is a good recent article about it:<p><a href="http://www.theguardian.com/technology/2013/aug/30/skype-microsoft-acquisition-analysis" rel="nofollow">http:&#x2F;&#x2F;www.theguardian.com&#x2F;technology&#x2F;2013&#x2F;aug&#x2F;30&#x2F;skype-micr...</a><p>The bullet point that stands out for me is this:<p>• Problems monetising it: revenues at the time – $860m for the year, losses of $7m – amounted to just $1.30 per user per year<p>So, here we have a company, at acquisition, that was making close to the $1 per year per user that WhatsApp is charging. At the end of 2010 skype had 663 million users and was acquired for $8.5 billion. That&#x27;s $12.82 a user.<p>Then, as now with WhatsApp, people are questioning whether Microsoft would ever make enough money to justify such a price. Then, as now, people justified the price based on the sort of intangibles (getting rid of a competitor, strengthening the brand, tapping new markets, etc.) the WhatsApp acquisition is being justified with now.<p>But there is still the big difference that Facebook, with a business in a similar space (obviously still different but they both are chat&#x2F;communication based), with a similar revenue model per user per year, but only 3 years later purchased it for $42.22 per user. That&#x27;s almost 4x the price for a similar acquisition 3 years apart.<p>And people thought Microsoft was crazy for the price they paid for Skype ... it kind of makes you wonder what the hell is going on.
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JoshGlazebrook超过 11 年前
I still remember back in 2000 when we still had AOL. I was eight or nine and I had my own aol account. You could have a dozen or so sub accounts on the main one. And because it was a &quot;kids account&quot; there were chat rooms for kids. Being the lovely kid that I was, of course I went into one and was like &quot;how the f*ck are you all?&quot;<p>Well the kid chat rooms were moderated and our entire AOL account was disabled. My mom had to call to have it re-enabled and of course they told her what I had said.<p>Fun times...
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slg超过 11 年前
I assume the motivation for pulling this out of the archive is the WhatsApp purchase. However, I don&#x27;t think this comparison is truly fair. Not only is WhatsApp monthly adding over twice the userbase ICQ had at the time of purchase, but it is also actually collecting revenue from them. WhatsApp is a real company with real monetization strategies.
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drawkbox超过 11 年前
It was mainly purchased for the ICQ instant messaging patents rather than userbase: <a href="http://www.haaretz.com/print-edition/business/u-s-awards-icq-founders-patent-for-instant-messenger-software-1.25222" rel="nofollow">http:&#x2F;&#x2F;www.haaretz.com&#x2F;print-edition&#x2F;business&#x2F;u-s-awards-icq...</a> AOL still owns that patent, HTTPS&#x2F;SSL from Netscape and the cookie from netscape as well. They loaded up on patent nukes in &#x27;98: <a href="http://news.cnet.com/2100-1023-218360.html" rel="nofollow">http:&#x2F;&#x2F;news.cnet.com&#x2F;2100-1023-218360.html</a>
nailer超过 11 年前
40979067. I don&#x27;t even know how I remember. I haven&#x27;t used ICQ for 15 years.
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gee_totes超过 11 年前
I&#x27;m going to speculate that this is a very strategic move from Facebook. Remember BlackBerry Messenger? one of the early selling points of the phone was that BBM let you communicate for free, instantly, with people all over the world. It was pretty revolutionary at it&#x27;s time.<p>Facebook is already becoming the world&#x27;s phonebook. Connect with someone and you have a way to contact them.<p>Facebook is also heavily pushing it&#x27;s messaging app on the main Facebook app. I think that WhatsApp will be integrated with (or replace) Facebook messenger.<p>This combination builds a powerful base for an eventual Facebook phone with a free data&#x2F;voice plan (the phone would have a base price, but service would be free thanks to the sale of ads ala Kindle Special Offers). Think about it -- if you could call, text, and message all of your contacts, for free, from within the Facebook app, why wouldn&#x27;t you do it?<p>If Facebook follows that strategy, they will get their 19 billion out of this deal for sure.
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hazelnut超过 11 年前
There are still people out there who try to sell their ICQ numbers: <a href="http://www.ebay.com/sch/i.html?_trksid=p2050601.m570.l1313.TR0.TRC0.H0.Xicq+number&amp;_nkw=icq+number&amp;_sacat=0&amp;_from=R40&amp;exttype=501" rel="nofollow">http:&#x2F;&#x2F;www.ebay.com&#x2F;sch&#x2F;i.html?_trksid=p2050601.m570.l1313.T...</a>
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WaterSponge超过 11 年前
Either 300mill was a steal for AOL or Valuations are out of hand?...<p>Which one is it?
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securingsincity超过 11 年前
$19 billion and whatsapp has 465 million users, and ICQ was purchased for $287 million had 12 million users at the time. $40 dollars per user vs $24 dollars per user.<p>Now if the goal were to acquire users. its far more likely that facebook would have a huge overlap in the number of users it has already and those on whatsapp. That means maybe a cost of acquisition at let&#x27;s completely speculate $100 dollars per user(maybe more). It seems kind of silly. but then you think about their penetration in developing markets and network effects... I don&#x27;t know I&#x27;m not zuck.<p>BUT on a complete tangent of my comment. I should start an Israeli chat company. they&#x27;ve had some big exits.
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MichaelTieso超过 11 年前
Is it bad that I can still remember my 7 digit ICQ number? It&#x27;s probably been over 14 years since I&#x27;ve used it. I use to judge everyone that used AIM but eventually I switched over to AIM because all my friends in school had AIM.
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MichaelMoser123超过 11 年前
It&#x27;s funny how these ICQ like messenger applications always end up being bought out with heaps of money. When you see it all over for the nth time than its just funny.<p>I mean: you are supposed to learn a real profession so that you will be able to create real value, whereas real value is actually assigned to messenger apps.
BlakePetersen超过 11 年前
12834982 -- can&#x27;t believe I can still remember it. I haven&#x27;t signed on in well over a decade. Kinda proud, not gunna lie. And according to Google, my last nickname was &quot;Blake&#x27;s Alright&quot;, must have been going through some teenage melancholy at the time, haha
beagle3超过 11 年前
And since this is HN, you probably wonder where the ICQ founders are now? As far as I know, 3.5 out of 4.5 (one quit early) are busy having fun and enjoying life, and the remaining one has since started and sold companies for $100m each at the rate of about one per two years.
iamsalman超过 11 年前
Just a naive comparison, AOL paid ~24MM&#x2F;user for ICQ. Facebook is paying ~42.3MM&#x2F;user for WhatsApp. That&#x27;s about 76% more. IRC wasn&#x27;t making any money when it was acquired. WhatsApp was making some.
jcurbo超过 11 年前
7-digit ICQ number here, but since I&#x27;m seeing people post 6-digit ones, I&#x27;m guess I&#x27;m not that special :) Still have my 3-digit Slashdot UID though!
bane超过 11 年前
I really wish valuation was a measure of how much value you can get out of a company and not how much somebody is willing to pay for it.
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eyeareque超过 11 年前
I remember when this happened. I was quite the upset teenager :)
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coltr超过 11 年前
Wow, I forgot about Tripod. Had a few sites on there.
ninive超过 11 年前
1315453 - A great collection of memories, indeed ;)
petercoolz超过 11 年前
what exactly happened to ICQ? i haven&#x27;t used it in years and years
Kluny超过 11 年前
Is this an ironic comment on Facebook&#x27;s recent purchase of Whatsapp?
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booleanbetrayal超过 11 年前
243121 &lt;3
jetsnoc超过 11 年前
575061 ;)
_of超过 11 年前
1369500 :)
solarmist超过 11 年前
33493376
notastartup超过 11 年前
I actually didn&#x27;t notice the date on this, and thought after Whatsapp, another one?!<p>We are in a bubble now I presume.