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Facebook Nearly Added Twitter To Friends List

Posted by CmdrTaco on Mon Mar 02, 2009 11:27 AM
from the in-today's-dollars-that-would-be-trillions dept.
nandemoari writes "It seems the world's most popular social networking site was just moments away from acquiring another — and few of us ever knew about it. A Facebook executive has revealed that a planned takeover of Twitter only fell apart because of a disagreement over stock valuations. Despite the rather miserable economy, Facebook is still looking to buy out other firms and says it could make a billion dollars a year from advertising. Peter Thiel, a venture capitalist who put up some of the money behind Facebook, discussed the deal in a Business Week interview. Thiel says the two sides agreed a $500 million purchase price and that Twitter would receive the payment in Facebook stock rather than cash — which is a common solution in large takeovers where there simply isn't the money available for a buyout."
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  • by onion2k (203094) * on Monday March 02 2009, @11:28AM (#27041091) Homepage

    Facebook [...] says it could make a billion dollars a year from advertising

    Go on then.

    I could say I can make eleventy dollars a furlong from my blog; that doesn't make it true. Only a dribbling moron would base a business decision (such as exchanging their website for stock) on such a claim.

    • Re: (Score:2, Informative)

      by ShieldW0lf (601553)
      So much money for something to trivial and useless...

      Makes me feel kind of sick...
    • sure facebook could make a billion of advertisements, but will they? and how much extra value would twitter add to the facebook advertisement driven plan? I follow twitter on my phone - i see no ads, and i seldom click on any on the web-based facebook. But, even if I did, twitter does not seem, to me at least, to conform easily into an ad-driven site, especially when people would be using it to update their tweet from their phone.
    • hey, did you know they beam radio and television signals out in the air for free?

      and its an profitable venture

      twitter, as a new kind of media, is simply in the stages of establishing itself

      google also was heavily used and made no revenue for a long time

      once a media's userbase is large and stable enough, advertising can be injected, and lots of cash can be made

      the media business is not like manufacturing, like making and selling cupcakes, where you spend a little money and immediately get a little money back

    • Re: (Score:3, Insightful)

      by eln (21727)

      Facebook [...] says it could make a billion dollars a year from advertising

      Go on then.

      I could say I can make eleventy dollars a furlong from my blog; that doesn't make it true. Only a dribbling moron would base a business decision (such as exchanging their website for stock) on such a claim.

      Twitter doesn't know how to make money either. Twitter's best hope is to be bought by some other company so the owners can cash out. Of course, if they're bought by someone who only makes "theoretical" money like Facebook, and only paid in stock, they won't be any better off. However, if they never get bought out by anyone, their theoretical billions of dollars will never materialize into real money, because their service is very difficult to monetize.

      Facebook is at least still mostly accessed via web br

  • by BadAnalogyGuy (945258) <BadAnalogyGuy@gmail.com> on Monday March 02 2009, @11:32AM (#27041129)

    Everyone is so hot for Facebook these days, but a year or two ago it was all anyone could do to not jizz themselves over MySpace. These things come and go, websites get hot, then fade away.

    I just got a message from MSN groups that some group I had subscribed to a few years ago was going to be deleted. No big deal, I've moved on and found other places where I can post intelligent comments and engage in lively banter.

    There is so little that is static about the Web. Facebook is right to strike now and make as much money as they can while the sun shines, because a year or two from now they will be a bad memory.

    • by onion2k (203094) * on Monday March 02 2009, @11:35AM (#27041183) Homepage

      I've moved on and found other places where I can post intelligent comments and engage in lively banter

      You have? Why don't you post them here too then? ;)

    • by sakdoctor (1087155) on Monday March 02 2009, @11:37AM (#27041199) Homepage

      I was under the impression that facebook was late maturity/early decline stage.

      Very soon something "old that's new again" will come along for people to jizz themselves over.

    • a year or two ago it was all anyone could do to not jizz themselves over MySpace

      http://www.youtube.com/watch?v=Q3a-ajsVVus [youtube.com]

    • by ravenspear (756059) on Monday March 02 2009, @11:43AM (#27041257)
      I'm not so sure. Yes, that has been true of most other social networking sites. However I think Facebook is more of a unique case. They are the first site I think that could finally get it right. They have consistently thought about how to keep people on board by adding things that enhance the value of social networking to their users rather than just being fancy looking useless features. Facebook has the broadest appeal currently. MySpace was never that popular with older folks (probably because of the mind numbing psychedelic layouts), but they have come to use Facebook.

      Something better might still come along, but its going to have to be pretty good, and I don't see it completely replacing Facebook in a year.
    • What're you basing this on?
      Message boards have been around since the dawn of the web. They're still going strong. You can just look at Facebook as an upgraded form of message board. It makes communications comparatively easier than email, and instant messaging. So I don't really see how it's going to wind up being a bad memory. Unless they really bugger things up and determine that they've been selling peoples credit card numbers to terrorists. Even then, I doubt people would care..

        • by McDutchie (151611) on Monday March 02 2009, @01:04PM (#27042331) Homepage

          Message boards have existed since the time of the BBS. That's nothing new. But are you posting on the same message boards you were using 10 years ago? 5 years ago? Heck even 2 years ago?

          Well, I'm pretty sure I've been on Slashdot for six or seven years now...

    • by Animats (122034) on Monday March 02 2009, @01:50PM (#27042861) Homepage

      Everyone is so hot for Facebook these days, but a year or two ago it was all anyone could do to not jizz themselves over MySpace. These things come and go, websites get hot, then fade away.

      It's not web sites, but social networks which behave like that. As I've pointed out before, social networking sites have a life cycle, just like nightclubs. They open, they may become cool and grow, they become popular, the losers move in, the cool people move out, and they decline. Has-been social networks include AOL, GeoCities, EZboard, Friendster, Salon, Nerve, Tribe, and MySpace. Alexa traffic stats bear this out; most of those peaked years ago; Myspace peaked in Q1 2008.

      From an investment perspective, social networking sites have to pay off within a small number of years, or they're toast. Facebook might have gone public several years ago; now it's too late. There were, I think, two tech IPOs in 2008, and those were early in the year.

      I expect that almost all the money-losing free services will disappear, or go into zombie mode like Tribe (two employees left) before the end of the year.

      Zombie mode, incidentally, is the fate of many venture-funded startups. They can't make anywhere near enough money to pay off their investors, but, after shrinking, they can generate enough cash to cover their current bills.

      Amusingly, nightclubs come and go, but strip clubs are forever. Similarly, dating sites have very long lives, much longer than social networks.

    • Re: (Score:3, Interesting)

      I think the death of MySpace was pretty widely visible.

      90% of its user base HATED using it. It was a terrible webpage. And it was incredibly limiting. 10 pictures? What is this?

      Facebook is a photo app. I thought that the first time I used it, and have felt pretty backed up by that statement ever since.

      The first time I used facebook was to put up photos and the ability to tag people and associate it with profiles is what I found incredibly useful. (Not to mention unlimited photo uploads was handy.)

      Fa

  • Advertising revenue (Score:5, Informative)

    by girlintraining (1395911) on Monday March 02 2009, @11:45AM (#27041277)

    Okay, first a disclaimer: I'm not a marketing expert with five hundred years experience and zero percent APR. I am a graphic designer, however. Here's the thing about advertising revenue. There's payment for the ad to be displayed, and there's a return on investment. The cost to run an advertising campaign can be from a few hundred dollars to ten million dollars, depending on medium, placement, demographic, etc. And almost always, the revenue stream does grow from a well-done marketing campaign. But there is never a way to prove causation. That is to say, an external factor could have accounted for all the extra business that cannot be accounted for. There is not, and never has been, a direct link between advertising and improved revenue. Of course, there will be people who try to tell you otherwise -- and it's conventional wisdom that it does help. What nobody can predict though is impact. I can't say with a much confidence that if I invest 1 million dollars in a marketing campaign I will see a 3 million dollar increase in gross revenues over the next 12 months. Improve, yes, how much -- who knows.

    My point is this -- nobody who knows what they're talking about will quote numbers, not this way at any rate. A billion dollars is a pipe dream.

    • Re: (Score:3, Insightful)

      by sootman (158191)

      The cost to run an advertising campaign can be from a few hundred dollars to ten million dollars, depending on medium, placement, demographic, etc. And almost always, the revenue stream does grow from a well-done marketing campaign. But there is never a way to prove causation. That is to say, an external factor could have accounted for all the extra business that cannot be accounted for. There is not, and never has been, a direct link between advertising and improved revenue.

      Someone once said "I know that h

  • Hmm.. (Score:5, Insightful)

    by OneSmartFellow (716217) on Monday March 02 2009, @11:45AM (#27041283)
    ...Twitter would receive the payment in Facebook stock rather than cash -- which is a common solution in large takeovers where there simply isn't any intrinsic value in either company

    There, fixed that for you
    • Re:Hmm.. (Score:4, Interesting)

      by ravenspear (756059) on Monday March 02 2009, @11:50AM (#27041349)
      There's huge value in any website with millions of daily visitors.

      If you had said "proven, long-term, sustainable value", then I might agree.
      • Re: (Score:2, Troll)

        There's no intrinsic value in any website with millions of daily visitors.

        There, fixed that for you too
        • disagree on that (Score:3, Insightful)

          by Trepidity (597)

          A website with millions of daily visitors has some non-zero intrinsic value, even without considering any potential revenue streams, just due to the fact that there are a lot of people out there who like soapboxes, and something with millions of visitors has value as a good soapbox.

          I would personally pay at least $50 for Twitter if nobody else outbid me, just so I could own it and fuck around with it. Probably other wealthy people would pay more for similar vanity or having-fun-with-it reasons.

          • by SatanicPuppy (611928) * <Satanicpuppy@@@gmail...com> on Monday March 02 2009, @01:24PM (#27042567) Journal

            Yea, the intrinsic value is a whopping huge bill for servers and bandwidth and employees. I wouldn't pay 50 bucks for Twitter, because I'd go broke long before I figured out how to monetize it.

            Having a zillion page views is nothing but a liability if no-one wants to pay for ads or services.

            • already done (Score:3, Insightful)

              by Trepidity (597)

              "The actual value of a company or an asset based on an underlying perception of its true value including all aspects of the business, in terms of both tangible and intangible factors."

              A site with millions of daily visitors has a non-zero intangible value.

  • by LargeWu (766266) on Monday March 02 2009, @11:50AM (#27041347)

    Last time I checked, Twitter was free to use and does not have advertising. In other words, its income cannot be anything more than a trivial amount. It's true value is probably a lot closer to $0 than to $500 million.

    This is how the dot.com boom of the 90's happened. Users != revenue or profitability.

    • by Zerth (26112) on Monday March 02 2009, @12:01PM (#27041475) Homepage

      It does not have advertising YET. Plus, you can always make a company account and post PR crap(which several companies do already) for the cost of manhours.

      Also, it is easily mine-able. Several companies are already integrating twitter into their analytics packages so that you can see whenever someone mentions a keyword(ie Time-Warner), when it appears with other words(ie Time-Warner+internet+sucks), who says it(ie me), and how many people are follow that twit(nobody). You can also map relationships and reach easily, compared to websites, and pinpoint people to consider bribing

      Advertising, PR, & research goldmine.

      • by LargeWu (766266) on Monday March 02 2009, @12:16PM (#27041681)

        I'll say it again, this is EXACTLY what happened about 10 years ago. Investors started throwing hundreds of millions of dollars at websites without bothering to contemplate the fact that they didn't have a business model, and most of them failed for obvious reasons.

        Consider also, that even if Twitter does start to accept advertising, nobody is going to see it. Why? Because a lot of Twitter users (most?) use 3rd party clients, especially the hardcore users. And you know everybody is going to use clients that don't bother them with ads.

  • Is that Peter "there's absolutely no bubble in technology" Thiel? Good luck [youtube.com] with that...

    • It's arguably correct; there is no technology-specific bubble. The world's economies are all looking shaky right now, not least because everyone whose economy is not directly tied to the US is heavily involved with someone who is. It seems more like the tech jobs are decreasing mostly in proportion to economic activity in general. The jobs just happen to be leaving the USA, so from a Yertle the Turtle kind of viewpoint it looks like tech is going in the toilet. Well, maybe it is, but no more than anything e

      • I think there was a (mostly popped) bubble of speculative investment in Web 2.0 type companies, where VCs would throw money at anything with "social media" in the title. Around 2006-2008 it didn't take a lot of effort or a very plausible-sounding business plan to get backing in that space.

        It's less visible in valuations than the late-90s bubble was, because this time around most of the companies never IPOd, and there were fewer to begin with. But I guess we could speculate as to their current values. Bebo w

  • 98.5% of companies got this takeover wrong. Are you smarter than Facebook? Take our survey to find out!

  • by me at werk (836328) on Monday March 02 2009, @12:03PM (#27041503) Homepage Journal

    http://bits.blogs.nytimes.com/2008/12/03/why-twitter-turned-down-facebook/ [nytimes.com]

    Who would want facebook stock? It's like being bought with sub-prime mortgages as the payment. "They're worth it, I swear!"

  • all they are doing is trying to increase the market value of their company before getting bought up.

  • From TFS:
     

    Despite the rather miserable economy, Facebook is still looking to buy out other firms

    Y'know, I'm getting tired of this... Yeah, the economy is bad - but life goes on people. You won't survive the bad economy, let alone grow when times turn good again, if you just circle the wagons and try to ride it out.

  • Well thanks for correcting that - I shudder to think what would've happened if I continued to not know about annoying internet thing A's thoughts on annoying internet thing B.
  • stock valuation (Score:3, Interesting)

    by Arthur B. (806360) on Monday March 02 2009, @01:04PM (#27042335)

    the deal *only* fell apart because of a disagreement over stock valuation

    The deal only fell apart because... they did not agree on the price. Bummer!

    • It basically only gives you the option of making status updates like Facebook, and that's pretty much it.

      And to answer questions, with 35 characters to spare!