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Dropbox Is Getting Ready for IPO

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41–50 of 192 posts

Re: Dropbox Is Getting Ready for IPO

#41

Amusingly, I just deleted my account for wholly unrelated reasons last week.

Strangely enough, they actually deleted mine recently. I was using a few hundred MB and hadn't logged I now for a few years and got a notification that unless I logged in they were wiping my data. Not something that typically occurs these days.

Re: Dropbox Is Getting Ready for IPO

#42

I love Dropbox, but where's the growth potential? They do an amazing job of storage and syncing, and as a user I'd love for them to focus on that. Can they use their early success in sync to bootstrap other products? "Evernote" by Dropbox? EDIT> This is an honest question, and I'd appreciate informative replies.

We might get some solid clues when they file their S-1. However I'd venture to say international user growth both Consumer facing and Enterprise.

75% of Dropbox users are located outside the United States. They have invested heavily in expanding their PoPs and in Europe and Asia. https://techcrunch.com/2017/06/19/dropbox-announces-massive-...

The last few years Enterprise customers have been a major target.

https://www.recode.net/2014/3/20/11624780/dropbox-zeros-in-o...

https://techcrunch.com/2016/11/16/dropboxs-latest-announceme...

Again S-1 should provide a peek at the rate of adoption. Anecdotally I can share reports of wavering between consumer and enterprise focus.

Re: Dropbox Is Getting Ready for IPO

#43
post #33

So what's the advantage of Dropbox over FTP? Seriously. I have only used it for sharing large files. What else good is it?

Just FYI: instant.io [0] is a nice tool for sharing large files. It uses web torrent, so data can flow directly between you and the recipient.

[0] https://instant.io

Re: Dropbox Is Getting Ready for IPO

#45
post #21

A major difference between between this tech boom and the dot com boom of the 90s is the general public had a real shot at investing in serious growth potential during the dot com boom. Now most of the growth is experienced under private ownership, then the grossly overvalued company is pawned off for the public to invest in. VCs have figured out how to extract most of the exciting gains.

unintended consequence of SOX and over regulation of the public markets.

Re: Dropbox Is Getting Ready for IPO

#46
post #33

So what's the advantage of Dropbox over FTP? Seriously. I have only used it for sharing large files. What else good is it?

If you use a cloud-based drive locally, it's reduced to the speed of your internet connection.

If you use a local copy, you have to set up something to sync it with the cloud version, or sync it manually.

Dropbox keeps a local copy for speed, and also syncs automatically. It's the best of both worlds.

It's also easy to use.

It also keeps a file version history.

Re: Dropbox Is Getting Ready for IPO

#47
post #21

A major difference between between this tech boom and the dot com boom of the 90s is the general public had a real shot at investing in serious growth potential during the dot com boom. Now most of the growth is experienced under private ownership, then the grossly overvalued company is pawned off for the public to invest in. VCs have figured out how to extract most of the exciting gains.

If you invested in all the IPOs from the .com era, would that actually beat the NASDAQ returns over the last 5 years from 2012-2017? Do we really need retail investors to invest in micro cap level companies? Look at the horror stories of people losing their retirement savings on GTAT.

There were a lot of busts from that era and the average person isn't going to be able pick them well.

Re: Dropbox Is Getting Ready for IPO

#49
If I had anything to do with Dropbox I'd be scrambling to cash out ASAP.

It’s a matter of time before Apple rolls out iCloud file/folder sharing (which currently exists in some form already). In addition, they recently announced iMessage "Business Chat" which will likely later include other enterprise functionality.

Re: Dropbox Is Getting Ready for IPO

#50
My office got a call on a great deal for a renewal on our subscription and our new pricing .. and our sales rep would give us a good deal since we had a subscription for a while... it would only be 2x what it currently was. We cancelled it and went to box. Easy and much happier.
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