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Re: Slojab post# 35

Friday, 05/04/2007 10:57:11 AM

Friday, May 04, 2007 10:57:11 AM

Post# of 2375
I disagree Completely , Youtube was worth x10 when it only had 7 million monthly users.. You tube is probably worth 3 billion$ now..

Here is a hypothetical question, when valuing internet Companies..

How can one Online Industry replace dozens or multiple offline industries.

As an example: Tubearoo: How many tv stations can it replace worldwide, a Nickelodeon for example, requires translation to gain entrance to each country, office space , employees, liceneses. but a Tubearoo? Just requires viral marketing.

If 5 million people Watch Videos on Tubearoo for an average of 1 hour per day? Why is a Network Station worth more?

Recent valuations of Network Stations IE: E! News Network (1 Billion$+) BET (1 Billion$) , Fox Kids which was sold to Disney for $3.2 Billion$.

There are about 25 Top Inernet Video Sites.

3 are Public

1) GOFH - Focused on US Based , and commercially lenient content like AMerican Idol Simulcasts etc.

2) RGRP - Focused on Streaming Technologies for Online Video so its not a pure play.

3) TUBR - A standalone Video Network, that also owns a news website.

The most purest play is TUBR and I think that is why investors are all over this.