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史蒂夫·哈蒙独家中文博客

互联网风投与管理者,创业企业是谷歌Adsense概念创造者之一

 
 
 

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我是美国风投创始人和管理合作伙伴,曾担任过Jupiter Media公司VP,Paul Kagan Associates机构分析师,我的创业企业Applied Semantics2003年被谷歌收购,是谷歌Adsense概念创造者之一。现着重投资互联网领域,对中国互联网和网络新媒体有深刻研究。我写的《零重力1.0》和《零重力2.0》成为彭博社最畅销书籍,比尔盖茨、杨致远也读过我写的商业报告。在中国,我给网易科技独家供稿。hapn.cool try it!

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Tweet Vs. Weeb: Comparing Twitter To Weibo  

2013-12-06 12:39:08|  分类: 默认分类 |  标签: |举报 |字号 订阅

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We all know what a Tweet is... so what's a Weeb? Weeb is my term for what people in China are doing on Weibo, the Twitter-like service for Chinese.

Let's take a closer look at each, especially in two ways: 1) what they mean for media and 2) the value compared to each other. How they stack up on Wall Street among investors.

When I first went to China in 1998 there were 6 million people online -- in the whole country, and most of them were government researchers or university students. 

Today there are about 800 million, many connecting via mobile.

Most of them are Weebing or using something similar using other services from Tencent or others. But my focus is these two head to head: Twitter vs. Sina's Weibo. Twitter (NASDAQ:TWTR) went public last month and has had a rollercoaster ride so far but up significantly from its $26/share pricing.

First off, I think the short and snappy bleating (the goat sound) both do is the future of media and marketing. The world of Information is free and accelerating. I also see the short form media becoming more widespread vs. the TV/radio/newspaper formats. I Tweet, therefore I am... all in 140k, or less. 

Point two, how do these two compare in valuation? Investors value a Tweeter more than 3x that of the Weeber. The interesting thing is that both companies have about the same level of annualized sales if we take the most recent quarter and annualize it.

Let's go to the tables and charts, made with painstaking care:
Tweet Vs. Weeb: Comparing Twitter To Weibo - Steve Harmon  - 史蒂夫·哈蒙独家中文博客
 
(all $ in millions, except market cap ratios)

Note that Weibo is only a part of Sina (NASDAQ:SINA) but for sake of value it only emphasizes the gap even more with Twitter. All of Sina is valued about 80% less.

I don't own shares of either company. In terms of market I believe China's consumer and ad market is very attractive. Income is growing in China, people are buying gadgets and cars. Just ask any commuter in Beijing stuck in traffic with their smartphones.

We are entering the micro-media age. Welcome. Or should I just say ;)
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