Why Facebook could be worth $200 Billion or more.

This is the bull case for Facebook being worth more the $80 a share. 901 million users. 500 million plus daily active users. Now every user gives their personal information over to Facebook for free. What's info on 901 million people worth? Cable companies pay more then $4000 per user. I know Facebook is free and cable companies get paid monthly. So can Facebook use its network (you must admit it is a network) to build it's cash and earnings. My bet is that Facebook will grow it's user base to over 1.5 billion people. 901 million users at $110 bucks per user is about $100 billion worth or about $38 bucks a share. If they can add users and monetize each user, I see their annual revenue at about $20 billion in less then 5 years.

Cable users about $4,000 per user. when sold

Facebook about $110 per user. (they get for free)

Folks Facebook has one ace in the hole. http://developers.facebook.com/blog/post/108/

Facebook Connect is the key here. Facebook Connect is on thousands of websites and growing.

Facebook is a network and you are a subscriber and that's worth Billions

Wall Street is worried about the next Quarter. Facebook gets you connected.

$80 bucks in 5 years is my target and one more thing, if they get mobile right its even higher price.

These are my thoughts for what it's worth.

Todd