I’ve just read the article about this Microsoft’s purchase of Facebook’s shares. It’s really amazing. This $ 240 mill for 1.6% made me wonder about the actual value of facebook. I think that you have a very good point regarding the bubble, because there aren’t any other good explanations for this.

You know, in this post you said that it would be easy to replicate facebook and share it’s success. I personally don’t see how a replica could affect facebook’s success.. A clone, would look no different, so why should users swith? At the same time, if it tries to differentiate, it’s not gonna be facebook-like anymore, and as far as I’ve noticed, people love facebook for being unique in its own way, probably due to its extensive features and absence of themes and skins that makes it so much clearer than consistent than sites like MySpace and Hi5.

What do you think?

When I say replicate Facebook, I didn’t mean a 100% clone (although that is possible), I meant that there is no real security in this market. Just a year ago, everybody thought MySpace was the last word in social networking, and now we are where we are. I’m not convinced that Facebook will get to 200 million users or that they’ll stay there indefinitely (which is what the valuation is based on).

There’s always a better app out there waiting to be built, and the fact that FB is so broad in appeal might ultimately be its downfall – but I’ll write an article about that over the weekend.

Thanks again for dropping by,

Paul