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Plato @ Investment

~ Trying to make money out of all kinds of market condition

Plato @ Investment

Daily Archives: April 11, 2012

10億梗係抵過2億啦

11 Wednesday Apr 2012

Posted by Platoooooo in April 2012

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Draw Something, Facebook, Instagram, Zygna

最近美國的 IT 世界非常熱鬧,除了大家等到頸到長埋的 Facebook 上市之外,收購消息浪接浪!跟我們香港人最有切身關係的應該是小弟早前講過 Zynga 2億美金收購人氣 apps Draw Something (https://investplato.wordpress.com/2012/03/23/draw-some-money/),和昨日新鮮滾熱辣 Facebook 10億美金收購 Instagram (https://investplato.wordpress.com/2012/04/10/facestagram/)。

本來 Zynga 眼明手快,閃電式將 Draw Something 收為其下,好似是一個英明之舉;但昨日 Instagram 個刁一出,就顯得高下立見!

Draw Something 說穿了就只是芸芸遊戲 apps 中其中一個,打機的人最叻唔係打爆機,而係貪新忘舊!借問大家對上一次打 Angry Bird 係幾時?Draw Something 確實有千千萬萬個 users,但再過多3個月又有多少個還在畫?

影相的 Instagram 出道已有2年,短線人氣雖然無 Draw Something 咁爆,但勝在持久力強。今日你用 Facebook 不用 Friendster、用 MSN 不用 ICQ,主因是「你d friends 係 Facebook 和 MSN」而不是你計過度過 Facebook 和 MSN 的功能好用d。在這個 smartphone 年代,影相、post 相已是都市人的習慣。Instagram 已經儲了一班喜歡影相 post 相的用家,那種 loyalty 不是 Draw Something 所能相比!

還有不要忘記 Instagram 已有2年的 track record,Draw Something 只有3個月貨仔,但 Facebook 買 Instagram 只是比 Draw Something 個價高區區5倍,點睇 Instagram 都係抵買過 Draw Something 啦!

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