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Xobni - wouldn't get out of bed for $20m

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Re: Xobni - wouldn't get out of bed for $20m

#11
post #6

From TFA: "What is Xobni OTHER THAN a feature of Outlook?" The core problem with this commentary is that the writer doesn't understand that Xobni can be more than just an Outlook feature. I think he has a hard time seeing beyond the UI that's been presented. I am reminded of VitalSigns that many people saw is just a toy for looking at how well your dial up connection was working. Others realized that the underlying t…

So what could it be?

Re: Xobni - wouldn't get out of bed for $20m

#13
post #4

This all based on a ton of speculation. There are three big unknowns as I see it: -Nobody really knows the details of the offer. -Nobody really knows what Xobni has in store. -Nobody really knows how much say the VC's had. Most companies start with a feature that becomes a product which becomes a company. The Outlook plugin could be the tip of a much bigger spear. I have never used xobni b/c I don't use outlook but I…

Re your point on having to thoroughly explain your revenue model to investors, there are some VCs/investors who are happy to let this emerge, odd as that may sound. For instance, I believe that Fred Wilson [of A VC blog fame] has commented along these lines about his investment in Twitter. In some of these instances, the plan appears to be to focus on building a large active user base, preferably one that gets "locked in" via a network effect and then figuring out how to monetise.

I am interested to hear about the "bunch of possible directions" you can see. Can you elaborate?

Re: Xobni - wouldn't get out of bed for $20m

#14
post #4

This all based on a ton of speculation. There are three big unknowns as I see it: -Nobody really knows the details of the offer. -Nobody really knows what Xobni has in store. -Nobody really knows how much say the VC's had. Most companies start with a feature that becomes a product which becomes a company. The Outlook plugin could be the tip of a much bigger spear. I have never used xobni b/c I don't use outlook but I…

Regarding what xobni has in store....

couldnt u just then sell the outlook plugin for 20 mil

then start on your real big idea in a couple years with 20 mil in the bank

Re: Xobni - wouldn't get out of bed for $20m

#15
post #6

From TFA: "What is Xobni OTHER THAN a feature of Outlook?" The core problem with this commentary is that the writer doesn't understand that Xobni can be more than just an Outlook feature. I think he has a hard time seeing beyond the UI that's been presented. I am reminded of VitalSigns that many people saw is just a toy for looking at how well your dial up connection was working. Others realized that the underlying t…

Please elaborate on the many things you evidently think it could be, highlighting how easily and in what timeframe they could achieve this, thereby "educating" the rest of us?

It may be time to put down the hatorade for a minute, and consider that the guys who walked away from $20m may be intelligent enough to value their own product.

Re: Xobni - wouldn't get out of bed for $20m

#16
post #7

I tend to agree with the analysis here, and think that Xobni missed a nice chance. I'd be surprised if Microsoft comes knocking again, and I don't see any reasonable way that they can build their tool into anything that is not parasitic on Outlook, much less effectively monetize it...

So what if it's parasitic on Outlook?

Then the best business model available to them is to get bought by Microsoft.

This is not a bad business plan, by the way-- there are quite a number of folks who have made good money filling some gap Microsoft missed, and getting acquired.

Re: Xobni - wouldn't get out of bed for $20m

#17
> Duh? What is Xobni OTHER THAN a feature of Outlook?

Everyone can criticize all they want, but this is a clear case of asymmetric information. Xobni knows a lot more about their value than you or I do. But even with the limited information I have, I have to say they are a lot more than just a feature.

With the Yahoo! Mail release (and I'm guessing GMail/hotmail/other client releases in the pipeline), what they're really doing is being a hub for all your contacts, attachments, and online interactions, INDEPENDENT of your email client. I use 4 different email addresses, and at least a couple different email clients for various reasons.

With this synchronization across mail clients, Xobni has transformed itself from an analytics feature to a full-fledged network to manage your contacts and interactions. I could see this integrating powerfully with, for example, Salesforce.com.

Re: Xobni - wouldn't get out of bed for $20m

#18
post #11
post #6

From TFA: "What is Xobni OTHER THAN a feature of Outlook?" The core problem with this commentary is that the writer doesn't understand that Xobni can be more than just an Outlook feature. I think he has a hard time seeing beyond the UI that's been presented. I am reminded of VitalSigns that many people saw is just a toy for looking at how well your dial up connection was working. Others realized that the underlying t…

So what could it be?

its obvious, just look beyond the UI

Bill Gates, himself, once the richest man in the USA and the richest in the world, said he liked XOBNI, this alone means XOBNI is like the new MS or the new Google! Which makes it worth at least 200,000,000 dollars ... at least, not just the peanuts they wonna throw at, 20 mil is nothing

XOBNI makes email fun again ... and easy ... and those are values.... see values not feature

So outlook without xobni is lame, and nobody wonna use it, not add XOBNI and suddenly everyone wonna jump and spend the whole day inside outlook, ore more specifically XOBNI

Sayin XOBNI is just a feature is like saying RoR is just a lib for Ruby ...... nooooooooo, Ruby is just a feature of RoR, want proof .... DJANGO and Grails both Rails like,

see the tables are truned, the language is the feature ... notthe other way around

python is a feature in DJANGO and Groovy is a feature in Grails, but rails is the way ... man, rails is the way

Tomorrow you will see XOBNI for GMAIL , XOBNI for Yahoo Mail , XOBNI for Mutt even... and when this happens Outlook becomes a feature of XOBNI and not the XOBNI a feature of Outlook

And again Bill Gates HIMSELF complemented Xobni, this alone makes Xobni worth more than 20 mil

Xobni is the next google, those guys are gonna be billionaires, just like how Linus Torvalds became one for inventing Git ... okay so Git may not have turned Linus into a billionaire, but than its not as revolutionary as XOBNI ... and most important Bill Gates, the richest man thant he once was, never compliment Git or said it was any good

Re: Xobni - wouldn't get out of bed for $20m

#19
post #14
post #4

This all based on a ton of speculation. There are three big unknowns as I see it: -Nobody really knows the details of the offer. -Nobody really knows what Xobni has in store. -Nobody really knows how much say the VC's had. Most companies start with a feature that becomes a product which becomes a company. The Outlook plugin could be the tip of a much bigger spear. I have never used xobni b/c I don't use outlook but I…

Regarding what xobni has in store.... couldnt u just then sell the outlook plugin for 20 mil then start on your real big idea in a couple years with 20 mil in the bank

1. There's a good chance that at that multiple the VCs get the bulk of the money.

2. A deal with Microsoft almost certainly requires them to come on board at Microsoft for some period of time.

3. A deal might include a noncompete for after they leave.

It really does depend on what the terms of the deal on the table were.

Re: Xobni - wouldn't get out of bed for $20m

#20
You don't value your own company, value is set by the market, and in this case the market said 20 mil.

Will it increase or decrease depends on the actions of Xobni and the market.

The arguments that the founders "know their potential value" better than us is completely irrelevant. Don't you think MS investigated the company first, it's offerings and it's future before making an offer? I own a startup and think it could be worth billions someday... does that make it so?

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