Comments on: Return of the Tech IPO http://gigaom.com/2006/12/20/return-of-the-tech-ipo/ Sat, 11 Feb 2012 11:20:45 +0000 hourly 1 http://wordpress.com/ By: Ish http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130366 Wed, 28 Feb 2007 23:12:28 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130366 I am bullish on some of these companies and and bearish on others. From a fundamental perspective, none of them look good. All are burning considerable cash. Infinera, for example, has raised nearly 320M and did about 60M in 06′, but also had negative earnings of close to 90M. I don’t know about you guys, but unless I think its going to be the next Intel, I wouldn’t touch it at this point. Not to mention it is optical! I would consider Clearwire, as it is positioned to be the dominant Wimax wireless provider- and has a clear barrier with its spectrum position. Besides, warrented or not, most investors have faith in Craig M. and will probably push up the stock.

]]> By: ceaser http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130365 Fri, 22 Dec 2006 22:22:59 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130365 when the dust settles,will i stand in the deposite line at the bank.

]]> By: Spencer Miles http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130364 Thu, 21 Dec 2006 20:18:25 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130364 David,
While I agree that $8bil for facebook is utter insanity, I think you need to double check your math. When NewsCorp acquired Myspace, there were approximately 22mil users on MySpace. $580mil/22m users = $26.3/user.

So, at $26 per user, facebook would be valued at $237m. Still a far cry from $8b, but much more than $52m.

]]> By: petabro http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130363 Thu, 21 Dec 2006 08:52:09 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130363 Are we heading back to the days of the multi offers for real estate in valley and Peninsula?

]]> By: David Coleman http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130362 Wed, 20 Dec 2006 23:41:31 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130362 Facebook, was last estimated to have around 9 million users, so at the valuation that news corp bought myspace for ($5.80 per user), it would be worth a measly $52.2 million! At a $1 billion valuation, Facebook was looking for $111 per user. At $8 billion…well you can figure it out. It’s a little bit much, and at that rate, News Corp sure got a bargain.

Am I the only one who sees a bubble forming?

]]> By: shadilac http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130361 Wed, 20 Dec 2006 18:18:39 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130361 I would actually like to see more web 2.0 companies go public, and prove that this medium can actually generate revenue. If they are successful, it will help all of us. If they are not, then we were wasting our time anyway.

]]> By: voiprookie http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130360 Wed, 20 Dec 2006 18:01:55 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130360 Businessweek is quite positive about Veraz Networks and Mellanox Technologies
http://www.businessweek.com/investor/content/dec2006/pi20061219655547.htm?chan=top+newstop+news+index_businessweek+exclusives

]]> By: ET http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130359 Wed, 20 Dec 2006 18:01:49 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130359 I forsee lots of IPO’s and a nice big tech rally! I think even Microsoft will see a big jump in 2007. I dont have much money to invest but whatever I have is already in the stock market or my account waiting to take action.

]]> By: Nick Mazza http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130358 Wed, 20 Dec 2006 17:44:41 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130358 How on earth can Facebook be worth more than MTV?

]]> By: Umi B http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130357 Wed, 20 Dec 2006 17:40:25 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130357 East or West, Tech IPO will be the best!! In 2007 that is.

]]> By: matthew http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130356 Wed, 20 Dec 2006 16:32:08 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130356 i’d hate to see a company like facebook go public…it seems that in doing so, a lot of internet companies lose the agility to respond quickly in an ever-changing online environment.

]]> By: Jason http://gigaom.com/2006/12/20/return-of-the-tech-ipo/#comment-130355 Wed, 20 Dec 2006 15:06:34 +0000 http://gigaom.wordpress.com/2006/12/20/return-of-the-tech-ipo/#comment-130355 Om,

Paul was early on this meme but he wasn’t the only one. :)

http://woodrow.typepad.com/theponderingsofwoodrow/2006/10/techipo_market.html

Seriously, the software IPO market in particular has gotten healthier throughout 2006.

While ISLN deserves special mention given its outstanding performance, let’s not forget about Double-Take (DBTK) which also came out that day.

And other names like Commvault (CVLT), Divx (DIVX), Omniture (OMTR) to name a few.

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