Dot com kupovine

[Dejan Bizinger]

Sta mislite o poslednjim trendovima kupovina web sajtova za velike pare od strane, cesto "offline" kompanija?

New York Times je kupio pre nekoliko meseci About.com za 410 miliona dolara, pre dva meseca je kompanija Fox Ruperta Murdocha kupila MySpace i druge sajtove u vlasnistvu Intermix-a za 580 miliona dolara a sada je eBay najavio da hoce da kupi Shopping.com za 620 miliona dolara!?

Sa sajta TheStandard.com

EBay is offering to buy all outstanding shares of Shopping.com stock at $21 per share in cash, or about $620 million. EBay had annual revenue of $3.3 billion and net income of $778.2 million in 2004, while Shopping.com had $99 million in revenue and net income of $12.2 million in the same year.

Mislim da je cena malo preterana za Shopping.com, a i za druge sajtove, kada je cist prihod Shopping.com 12.2 miliona dolara.

Sta vi mislite da li je cena za ove akvizicije opravdana? Pretpostavljam da ce neko napisati da sajt (ili bilo koja drugi proizvod/usluga) vredi onoliko koliko vredi u ocima kupca ali se ipak moze dati objektivan stav.

[kai]

Kupovina shopping.com je investicija, i treba je tako posmatrati. Ebay planira da uveca neto prihod koji sada iznosi $12.2 miliona, tako da sa tog stanovista to je ok investicija. A cena je formirana na osnovu otkupa akcija: "EBay is offering to buy all outstanding shares of Shopping.com stock at $21 per share in cash, or about $620 million."

[mungos]

Ovo za Shopping.com je vijest stara tri mjeseca:
http://www.thestreet.com/_googlen/tech/internet/10226146.html?cm_ven=GOOGLEN&cm_cat=FREE&cm_ite=NA


The $620 million price tag is 4.7 times Shopping.com's estimated sales for 2005 and 4.4 times Shopping.com's cash, cash equivalents and marketable securities as of May 31. By comparison, the $1.85 billion that IAC/InterActiveCorp (IACI:Nasdaq - commentary - research) is paying for search engine Ask Jeeves (ASKJ:Nasdaq - commentary - research) is 4.8 times Ask's estimated 2005 revenue.


Po licnom misljenju, pretjerivanje sa cijenom. Posto je u pitanju eBay sa toliko mocnim brendom, sama atraktivnost domena Shopping.com je sporedna. Kao sto je neko ranije prokomentarisao: Why would they spend $620 million (that could buy an NFL franchise) on a website that has a mascot named Shoppy?!