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Comment by samratjp

15 years ago

Yeah, I wouldn't be surprised if Dropbox became the first YC company to hit IPO.

I actually would be surprised if Dropbox exited via IPO. I think their offering fits in with a lot of large companies profiles. Dropbox could easily fit into a portfolio of Google, Microsoft, even Cisco.

explaining Cisco - Cisco seems to be trying to break into the "Digital Home" market with things like FlipVideo and some other video services. Dropbox would make a great cloud storage play for media services.

  • They are obviously swinging for the fences, especially with Sequoia involved. It's fair to expect that they would aim for a 9 figure exit. IPO or not.

    Interesting case about Cisco. I would've also thrown in Apple because of their huge war chest and select big acquisitions. Dropbox could easily outdo MobileMe. Then again, I'm sure Google wouldn't mind getting a GDrive finally.

    But then, there's facebook!(Sure, they got Drop.io, but facebook loves grabbing startups away before Google get to them)

  • Dropbox uses Amazon S3 for their storage. Google and Microsoft have their own cloud storage backends - if they did acquire Dropbox, they would probably throw away most of the technology, making an acquisition somewhat less likely.