links for 2008-11-25

• When Twitter Met Facebook: The Acquisition Deal That Fail-Whaled | Kara Swisher | BoomTown | AllThingsD
  Assuming recent ‘08 revenue estimates of $260M are accurate, and assuming Kara’s $15B “ask” valuation is accurate, Facebook is entering acquisition discussions asking for a 58x SALES multiple. The market (Google) is trading at 16x EARNINGS.

  But, Facebook’s challenge goes beyond deal-making. While they can point to a ramping platform and improving feature set, Twitter is scaling one of social networking’s hottest features.

  While Twitter is at some risk that Facebook will lure away top micro-bloggers or, more likely, marginalize the status update platform by aggregating all updates (see Facebook Connect), Facebook is at a much greater risk that users will stick with the addictive Twitter while neglecting static Facebook accounts.

  As Twitter’s management team and board think they can put up big revenue numbers, another approach might have been to offer Twitter $500M in stock on a $5B Facebook valuation (yep, 10%) with the first $250M equity payable on the purchase and the remaining $25

  (tags: twitter facebook acquisition valuation)
• The Screens Issue - Multiscreen Mad Men - Advertising in a Post-TV World - Interview - NYTimes.com
  Excellent brainstorming session including three of the industries top multi-media / social marketers. After initial ruminations on attention and outlet fragmentation, these guys recommend Web 2.0 / Social Media treatments for an overalls manufacturer and for CBS News. As they bounce ideas off each other, they come up with truly insightful recommendations which, taken collectively, represent very progressive social media marketing campaigns. What type of recommendations: specific examples of product design including the addition of value-added digital features, consumer feedback including consumer-generated content, use of communications tools including email notifications, twitter, blogs, etc.
  (tags: web_2.0 social_media advertising conversational_marketing agency)

Related Posts:

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• links for 2008-12-08

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