Valuing any company by comparing it to Twitter, a company many consider to be crazily overvalued, seems somewhat inaccurate... I'm sure the Dropbox board has a better idea of what the company is actually worth.
Dropbox Could Be A Bargain At An $8 Billion Valuation
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Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#22Considering that Dropbox are completely dependant on Amazon for their service and overnight Amazon could sink them "ooops your instances just got deleted, oops" 8 billion is a bit of a joke Now if they owned their own equipment in their own datacenters...
Why would AWS sink what I presume is one of their biggest customers? This is analogous to claiming that any distributor could go under if their supplier refused to continue to supply them.
Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#23Considering that Dropbox are completely dependant on Amazon for their service and overnight Amazon could sink them "ooops your instances just got deleted, oops" 8 billion is a bit of a joke Now if they owned their own equipment in their own datacenters...
Why should Amazon do that? Does not make any sense they need and want to keep businesses like DropBox on AWS.
They are a service provider and want to make money.
Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#24Earlier quoted context omitted.
Indeed. Especially given that Dropbox uses Amazon for the actual storage and the massive scale, I wonder what % of that revenue ends up in Amazon's pockets.
Do they still? I would have thought that by this stage they'd have started building their own (at least mini-) data centers.
Their traffic is not even close to Netflix and yet, Netflix runs on AWS.
Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#25Considering that Dropbox are completely dependant on Amazon for their service and overnight Amazon could sink them "ooops your instances just got deleted, oops" 8 billion is a bit of a joke Now if they owned their own equipment in their own datacenters...
Netflix, with a market cap of 20 billion, has their infrastructure completely dependent on AWS, as well. Doesn't seem to be spooking markets.
Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#26Anybody have any idea what the distribution is here for consumer vs business?
I've literally never heard of anyone, company or individual, paying for Dropbox.
Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#27Are there not several DropBox clones on GitHub?
And several competitors already there (and something called Box that is less consumer orientated?)
Add in the switching costs are low to non-existent (it is just git isn't it?) - surely their competitive most is almost non-existent - in which case their profits are going to constantly eaten by competitors.
What is it I am missing?
Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#28Earlier quoted context omitted.
Indeed. Especially given that Dropbox uses Amazon for the actual storage and the massive scale, I wonder what % of that revenue ends up in Amazon's pockets.
Do they still? I would have thought that by this stage they'd have started building their own (at least mini-) data centers.
They were planning to change at one point, I believe, but Amazon lowered their prices - and later introduced Glacier - which may have dissuaded them.
Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#29Are there not several DropBox clones on GitHub? And several competitors already there (and something called Box that is less consumer orientated?) Add in the switching costs are low to non-existent (it is just git isn't it?) - surely their competitive most is almost non-existent - in which case their profits are going to constantly eaten by competitors. What is it I am missing?
>Are there not several DropBox clones on GitHub?
Why do we keep believing that a better, freer mousetrap has anything to do with valuation?
Re: Dropbox Could Be A Bargain At An $8 Billion Valuation
#30Earlier quoted context omitted.
Do they still? I would have thought that by this stage they'd have started building their own (at least mini-) data centers.
Their traffic is not even close to Netflix and yet, Netflix runs on AWS.
Netflix also has a very different use case. Building a data center that can meet the storage needs of Dropbox seems much simpler than building one that can meet the compute/bandwidth needs of Netflix.