Июнь 21, 2011

Запасаемся попкорном и следим за IPO

Одна за другой выходят на биржу интернет-кампании. LinkedIn (капитализация $8,9 млрд), Яндекс ($11 млрд), теперь вот Pandora ($2,6 млрд), ожидаем Groupon ($20-$25 млрд), а вскоре и царя горы, Facebook (до $100 млрд).

Похоже, настроения инвесторов самые благоприятные. Многие, наконец, осознали, что в отличие от бума доткомов, компании новой генерации имеют не только десятки или сотни миллионов активных пользователей, но и весьма ощутимые денежные потоки.

Мультипликаторы сумасшедшие. Сервисы торгуются в 20-40 раз дороже своих оборотов, хотя в “норме” можно было бы ожидать коэффициент порядка 4-7…

После появления молодой компании, которая за пару лет успевает заработать десятку миллионов, и демонстрирует феноменальные темпы роста, за ней тут же на сцене появляется целая плеяда клонов, инвесторы бегут покупать долю в альтернативных проектах, а гранды запускают похожие сервисы в рамках своих порталов.

Возможно, мы находимся на пороге нового пузыря, нужно будет вернуться к этому вопросу через два-три года. Но однозначно, живем в очень интересное для всех интернетчиков время :-)

Комментарии [15] - на пост “Запасаемся попкорном и следим за IPO”

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