General Consultant Discussion

Love all these 'experts' coming up with proper Facebook valuations. Where were they 2 weeks ago as they hyped this as the greatest company since sliced bread? I bet in an indirect way, this has an effect on Cloud ERP. Most pure play cloud vendors who are public have out of whack P/E ratios just 'because' they are in the cloud. Those that aren't public, are 'printing' R&D dollars to build/improve their systems with lots of investment hoping for that 'killer' IPO even though most of the SAAS erp players are far from profitable (Netsuite included) Now that the 'bubble 2.0' has essentially just collapsed in many ways, the appetite for funding all these saas startups merely because they are saas just dried up. Anybody see it differently?

It seems like for the past few years that companies are created merely in the hopes that they'll be acquired. That's obviously not the case for Facebook (who is more the acquirer) -- however as the larger companies slump - so will the ""farm teams"" waiting to be acquired / hired. Instead of IPO's shouldering the investment - it seems like it is now mostly venture capital money.

I bet if Instagram was bought now, it would be worth maybe 10% of what they got, and still be overpriced.