More FB skepticism: RT @DavidGoldmanCNN: Phenomenal story from @LaMonicaBuzz on why Facebook isn’t worth $100 billion. http://t.co/eXeyJYqo

@asymco Sorry, screwed up math. If Apple had Amazon’s PE, it’s stock would sell for $4,550 and its market cap would be $4.2 trillion (10x).

@wilkos I’m not convinced. All data I’ve seen says that social advertising is monetized at a far lower rate than search advertising.

@asymco If Apple had Amazon’s PE, it’s stock would sell for $1,579 per share, and it’s market cap would be $1.47 trillion.

@jtemple Nice piece James! Limits to FB growth are interesting; even if all earth joins FB, that only generates $30B revenue @ $4.37/user.

At $4.37 annual revenue per user, Facebook’s revenue would be $30B per year if it signed up every person on earth. #yg

I’m saying it: Facebook’s $100B valuation is nuts. Even if it signs up every person on earth, FB will only grow its customer base 10x.