IESE Insight – Bubble or No Bubble? An Analysis of Three Internet Companies

http://insight.iese.edu/flvplayer.swf

Facebook’s valuation is approaching $100 billion, Microsoft recently acquired Skype to the tune of $8.5 billion and Twitter’s estimated market value is $8 to $10 billion: someone is always crying bubble, but is the social web another bloated shell game or a gold mine to be tapped? In this talk, IESE Professor Sandra Sieber takes a closer look at three Internet companies with different models, breathtaking valuations and connected users in common.

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