5 ms·

Not really. Look at Amazon's PE, keeping strong since years and much higher than Facebook's. If there is really a huge growth potential and a good track of grow

by maigret 14y ago

Not really. Look at Amazon's PE, keeping strong since years and much higher than Facebook's. If there is really a huge growth potential and a good track of growth for many years, a high PE can be justified. Of course, the future will tell us who was right...

rhizome 14y ago
Amazon is often brought up in PE discussions, but as far as FB is concerned it's apples and oranges when you compare the business inputs and outputs of each.
- vibrunazo 14y ago
  Could you please expand on that?
  - joering2 14y ago
    I can try. Amazon sells physical products, while Facebook sells eyeballs to advertisers. This is how both businesses are setup to make money, at least at the days of IPO. While with Amazon you use it because you want a product, with Facebook you do not want to be plastered with Ads, but you have no choice. Amazon is a solid horse with no "kill me" obstacles on its way. Sure in 150 years you will have a machine a size of your fridge and you download blueprint from internet and the product is being 3d-printed for you, but since we not there just yet everyone needs products that Amazon offers and shift is towards selling stuff online. Mobile movement is to Amazon irrelevant while it may kill Facebook. That's for start.
    - Falling3 14y ago
      Agree for the most part.. though 20 years and the size of a toaster oven is probably more accurate.
      - dredmorbius 14y ago
        As long as anything you plan to render is the size of a breadbox or smaller. Diamond Age. Or Makers (Stephenson and Doctorow, respectively).
        joering2 14y ago
        +1. Uncle Wiki says it must be an amazing book (that I've never heard of). Thanks for pointing out! http://en.wikipedia.org/wiki/The_Diamond_Age http://en.wikipedia.org/wiki/The_Diamond_Age
    - ericHosick 14y ago
      > machine a size of your fridge and you download blueprint from internet So, you are saying that in the future, Amazon will manufacture and sell blue prints and 3D printers? :-)
      - wlesieutre 14y ago
        Better that than pushing legislation to ban 3d printers because they can infringe on copyrights

by maigret 14y ago

rhizome 14y ago

Amazon is often brought up in PE discussions, but as far as FB is concerned it's apples and oranges when you compare the business inputs and outputs of each.

vibrunazo 14y ago
Could you please expand on that?
- joering2 14y ago
  I can try. Amazon sells physical products, while Facebook sells eyeballs to advertisers. This is how both businesses are setup to make money, at least at the days of IPO. While with Amazon you use it because you want a product, with Facebook you do not want to be plastered with Ads, but you have no choice. Amazon is a solid horse with no "kill me" obstacles on its way. Sure in 150 years you will have a machine a size of your fridge and you download blueprint from internet and the product is being 3d-printed for you, but since we not there just yet everyone needs products that Amazon offers and shift is towards selling stuff online. Mobile movement is to Amazon irrelevant while it may kill Facebook. That's for start.
  - Falling3 14y ago
    Agree for the most part.. though 20 years and the size of a toaster oven is probably more accurate.
    - dredmorbius 14y ago
      As long as anything you plan to render is the size of a breadbox or smaller. Diamond Age. Or Makers (Stephenson and Doctorow, respectively).
      - joering2 14y ago
        +1. Uncle Wiki says it must be an amazing book (that I've never heard of). Thanks for pointing out! http://en.wikipedia.org/wiki/The_Diamond_Age http://en.wikipedia.org/wiki/The_Diamond_Age
  - ericHosick 14y ago
    > machine a size of your fridge and you download blueprint from internet So, you are saying that in the future, Amazon will manufacture and sell blue prints and 3D printers? :-)
    - wlesieutre 14y ago
      Better that than pushing legislation to ban 3d printers because they can infringe on copyrights