m*******i
发帖数: 8711 | |
v******k
发帖数: 808 | 2 they are hot amongst the firms on their evaluation level; the real hot one (
to me of coz) right now is zynga, as it's expanding its business in both
Beijing and Bangalore aggressively - which means they got long-term
sustained plan for the lines of business, and cash-flow is positive/healthy.
my $0.02 |
b*********n
发帖数: 1508 | 3 说说有啥hot?
Asana 跟 basecamp之类的有啥不同？
Quora 都不知道是啥 yahoo answer with social networking?
【在 m*******i 的大作中提到】
: Asana, Quora
|
n******h
发帖数: 2482 | 4 It's almost certain these two will not become home-run. They got massively
funded only because of their facebook legacy. They are still good startups
nonetheless only because silicon valley lacks of real innovations these
days.
Zynga is a story that made me scratching my head. It's the fastest growth
story in tech history (yes -- google/apple/facebook included) and it's
already massively big. But gaming is a fad business. Is Zynga a fad too? I
don't know.
【在 m*******i 的大作中提到】
: Asana, Quora
|
m*******i
发帖数: 8711 | 5 Gaming is not a fad business. Just look at Tencent.
People love to spend a small fortune to have instant gratification. Just
look at Starbucks, why people want to spenf $3 every day for a plain latte?
Its coffee is not even that good. |
m*******i
发帖数: 8711 | 6 I won't call Zynga the hottest. Its revenue is approaching $1B this year but
its value on private market is only $2.7B. It seems investors have a lot of
reservation on the quality of its revenue. |
n******h
发帖数: 2482 | 7 gaming industry is not a fad but every game is a fad. you have to keep
churning out good games to stay relative -- and that's a very hard thing
to do.
tencent draws their money out of gaming and other stuff but their core
value lies in their QQ communication network, which allows them
continuously milking the cow in a variety of ways. same story as facebook
etc.
the analogy to starbucks is not right. the correct question is not "why
coffee" but "why starbucks". similarly it's not "why trivial ga
【在 m*******i 的大作中提到】
: Gaming is not a fad business. Just look at Tencent.
: People love to spend a small fortune to have instant gratification. Just
: look at Starbucks, why people want to spenf $3 every day for a plain latte?
: Its coffee is not even that good.
|
n******h
发帖数: 2482 | 8 rumor mill says zynga's YTD revenue is 300m with roughly 50% gross. they
are projecting 1b revenue next year not this year. although I do agree its
revenue stream is low quality (which should be reflected on their DCF
projection).
but
lot of
【在 m*******i 的大作中提到】
: I won't call Zynga the hottest. Its revenue is approaching $1B this year but
: its value on private market is only $2.7B. It seems investors have a lot of
: reservation on the quality of its revenue.
|
m********r
发帖数: 543 | 9 nod。 Mafia War我也打腻了，换了界面就更不想打了。
完了从来对种菜就不感兴趣
【在 n******h 的大作中提到】
: gaming industry is not a fad but every game is a fad. you have to keep
: churning out good games to stay relative -- and that's a very hard thing
: to do.
: tencent draws their money out of gaming and other stuff but their core
: value lies in their QQ communication network, which allows them
: continuously milking the cow in a variety of ways. same story as facebook
: etc.
: the analogy to starbucks is not right. the correct question is not "why
: coffee" but "why starbucks". similarly it's not "why trivial ga
|
j******c
发帖数: 294 | 10 well, within last 3 months, Zynga made deals with Facebook, Yahoo,
Softbank, 7Eleven, (maybe) Google and aised more than 300 Million. All
these big names must think it's hot.
http://blogs.reuters.com/mediafile/2010/07/12/google-buys-into-zynga-
report/
year but
lot of
【在 m*******i 的大作中提到】
: I won't call Zynga the hottest. Its revenue is approaching $1B this year but
: its value on private market is only $2.7B. It seems investors have a lot of
: reservation on the quality of its revenue.
|
|
|
T******g
发帖数: 21328 | 11 我朋友前不久跳去zynga，看样子要发财了。。。
one (
positive/healthy.
【在 v******k 的大作中提到】
: they are hot amongst the firms on their evaluation level; the real hot one (
: to me of coz) right now is zynga, as it's expanding its business in both
: Beijing and Bangalore aggressively - which means they got long-term
: sustained plan for the lines of business, and cash-flow is positive/healthy.
: my $0.02
|
e****e
发帖数: 3450 | 12 zynga干啥的?看wwdc上,我还以为是偷菜的呢
【在 j******c 的大作中提到】
: well, within last 3 months, Zynga made deals with Facebook, Yahoo,
: Softbank, 7Eleven, (maybe) Google and aised more than 300 Million. All
: these big names must think it's hot.
: http://blogs.reuters.com/mediafile/2010/07/12/google-buys-into-zynga-
: report/
:
: year but
: lot of
|
v******k
发帖数: 808 | 13 another hot one is groupon; it takes least amount time (since founded) to
get to 1B evaluation mark
http://techcrunch.com/2010/04/18/its-official-groupon-announces-that-1-35-billion-valuation-round/
it's chicago-based though =( |
m*******i
发帖数: 8711 | 14 It is growing in silicon valley. it's office is in MTV I think
【在 v******k 的大作中提到】
: another hot one is groupon; it takes least amount time (since founded) to
: get to 1B evaluation mark
: http://techcrunch.com/2010/04/18/its-official-groupon-announces-that-1-35-billion-valuation-round/
: it's chicago-based though =(
|
v******k
发帖数: 808 | 15 that's great then, there u go =) groupon beats twitter, fb, etc. to get to
1B evaluation (in terms of time); I'm a big fans of their business model, a
perfect combo of online user/traffic and offline $; with more revenue
generated, they can easily acquire their copycats in other countries/markets
then dominate them.
【在 m*******i 的大作中提到】
: It is growing in silicon valley. it's office is in MTV I think
|
m*******i
发帖数: 8711 | 16 The issue is the cost when they grow past the first tier cities. Local is
always a difficult market to crack.
It took a huge round simply because it always need a large capital to
grow
to
model, a
countries/markets
【在 v******k 的大作中提到】
: that's great then, there u go =) groupon beats twitter, fb, etc. to get to
: 1B evaluation (in terms of time); I'm a big fans of their business model, a
: perfect combo of online user/traffic and offline $; with more revenue
: generated, they can easily acquire their copycats in other countries/markets
: then dominate them.
|
j******c
发帖数: 294 | 17 Biggest social gaming company in US with around 200Million MAU(monthly
active user). Their biggest title
Farmville has become a worldwide phenomenon lately.
【在 e****e 的大作中提到】
: zynga干啥的?看wwdc上,我还以为是偷菜的呢
|
r****c
发帖数: 2585 | 18 it is hard to tell whether it will success in the future, given it depends
on facebook.
【在 j******c 的大作中提到】
: Biggest social gaming company in US with around 200Million MAU(monthly
: active user). Their biggest title
: Farmville has become a worldwide phenomenon lately.
|
c******n
发帖数: 4965 | 19 I think all the virtual-goods based companies are really a fad,
they will run out very soon, facebook already stayed out of it
the paid online gaming industry is not as big here as in China because too
many kids in China stay indoors and are dorky, while only the nerds spend
time in those games here, so it's a niche market.
one (
positive/healthy.
【在 v******k 的大作中提到】
: they are hot amongst the firms on their evaluation level; the real hot one (
: to me of coz) right now is zynga, as it's expanding its business in both
: Beijing and Bangalore aggressively - which means they got long-term
: sustained plan for the lines of business, and cash-flow is positive/healthy.
: my $0.02
|
m*******i
发帖数: 8711 | 20 I won't call a $1B a niche market.
【在 c******n 的大作中提到】
: I think all the virtual-goods based companies are really a fad,
: they will run out very soon, facebook already stayed out of it
: the paid online gaming industry is not as big here as in China because too
: many kids in China stay indoors and are dorky, while only the nerds spend
: time in those games here, so it's a niche market.
:
: one (
: positive/healthy.
|
|
|
j******c
发帖数: 294 | 21 According to some survey, a typical social gamer in U.S. is a middle aged
house wife, not a kid :-)
Market here and China have some big differences.
【在 c******n 的大作中提到】
: I think all the virtual-goods based companies are really a fad,
: they will run out very soon, facebook already stayed out of it
: the paid online gaming industry is not as big here as in China because too
: many kids in China stay indoors and are dorky, while only the nerds spend
: time in those games here, so it's a niche market.
:
: one (
: positive/healthy.
|
b*********n
发帖数: 1508 | 22 i don't know about survey, but my real life experience supports that!
有时候线上游戏认识人以後，发现好多大妈在玩。
aged
【在 j******c 的大作中提到】
: According to some survey, a typical social gamer in U.S. is a middle aged
: house wife, not a kid :-)
: Market here and China have some big differences.
|
m*******i
发帖数: 8711 | 23 because they are bored. This is the also the group which tends to have extra
-marital l affair.
【在 b*********n 的大作中提到】
: i don't know about survey, but my real life experience supports that!
: 有时候线上游戏认识人以後，发现好多大妈在玩。
:
: aged
|
v***n
发帖数: 296 | 24 是的 没错
就像日本金融市场的key player包括家庭主妇群体一样
【在 j******c 的大作中提到】
: According to some survey, a typical social gamer in U.S. is a middle aged
: house wife, not a kid :-)
: Market here and China have some big differences.
|
