n******6
发帖数: 1829 | 1 【 以下文字转载自 Military 讨论区 】
发信人: ShowMeMoney (ShowMeMoney), 信区: Military
标 题: 非死不可要收购Opera了
发信站: BBS 未名空间站 (Tue May 29 10:30:32 2012, 美东)
Opera would cost Facebook over $1 billion: analysts
Reuters By Joachim Dagenborg and Balazs Koranyi | Reuters
OSLO (Reuters) - Opera Software would cost Facebook over $1 billion as
competition from Google and others could push up the price tag, analysts
said on Tuesday, as takeover talk pushed the shares up as much as 26 percent
on Tuesday.
Oslo-listed Opera, coveted for its advanced mobile phone software technology
, would be a perfect fit for Facebook but the firm's business is also vital
for some of the industry's biggest players so any bid is likely to attract
others to the table.
"Opera would be sensible for Facebook on several levels," Arctic Securities
said.
"It would enhance the now limited mobile experience of Facebook, improve
Facebook's mobile monetization problem, help Facebook retain online game
developers leaving the social network over the lack of a mobile platform and
further improve Facebook's ability to target ads."
Opera makes various web browsers that work across an array of platforms
including mobile phones, tablets, PCs, and TVs.
The software is available on most phones, including the iPhone and the
BlackBerry, and works on various operating systems, including Android,
giving Opera the reach Facebook is seeking.
The browser can compress data by as much as 90 percent, saving consumers on
data charges, and has the technology to better display ads, a key factor for
Facebook which has struggled to convert its rapidly increasing traffic from
mobile platforms to revenue.
Opera, which has about 200 million Mobile and Mini subscribers, has also
built a significant market share in key emerging markets, such as India,
Brazil and Asia, where Facebook has been generally weak.
$1 BILLION PLUS?
It would be such a perfect fit for Facebook, analysts said it would have to
pay a hefty premium.
DNB, Norway's top bank, said the price would have to be double Friday's
closing level, or 68.6 crowns, valuing the firm at $1.35 billion, while
Danske Bank and ABG Sundal Collier both predicted a price between 50 and 60
crowns a share, or between $1 billion and $1.2 billion.
At 1139 GMT, the stock traded up 17.2 percent at 40.2 crowns a share,
valuing the firm at around $800 million.
Opera officials have repeatedly declined to comment.
However, Chief Executive Lars Boilesen last October said he would "love to"
further cooperate with Facebook.
"We are already Facebook's platform of distribution in emerging markets like
Africa and India. A big part of the Opera Mini traffic is from Facebook. So
we are already their channel in these markets," he said in October.
"We would love to cooperate with Facebook, but the same goes for Google and
everyone else. There are no limits here, because we are the leading mobile
client in these markets," he added.
OBSTACLES
Still, several obstacles remain.
Opera founder and top shareholder Jon S. Von Tetzchner said the firm should
focus on organic growth.
"I want Opera to focus on growth and delivering good results; there are big
opportunities for Opera," Tetzchner, who holds 10.9 percent of Opera told
Reuters. "We have been promised 500 million users by 2013 and I think that's
a good goal and the firm should keep going for it."
"I personally think that an ARPU (average revenue per user) goal of $1 is
even modest," he said. "I am not pushing for a takeover."
Tetzchner said he was not aware of a bid and had not decided how he would
react to one but added it would be "undemocratic" for him to try to block it
if others supported it.
Another obstacle could be Google, which has extensive relationships with
Opera.
"A takeover by Facebook will likely send cold water down Google's spine,"
Arctic Securities said.
Google is Opera's default search partner for Opera Mini and Opera Mobile
worldwide outside Russia/CIS, making the firm a key relationship for Google.
(Editing by David Cowell) | n******6
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