Replies

Agree that its time to short it.

But consider this, one thing I see as the evolution of the Facebook business model is a move into 'paying for added value.'
Look at the number of businesses, restaurants in particular, who use their FB page as their business website. FB has made this quick, easy and cheap for businesses to do this.
Now a slight 'surcharge' to maintain this presence is a logical 'next-step' for revenue generation. Yeah, some will walk if this happens;but most will avoid the hassle of going thru the work, time and expense of setting up a "real" website when the FB site is already in-place and bkmrk'd by their customers.
Its a tried and true internet business model.

Another thing, FB is HUGE outside the U.S.A....and its growing everyday because its an "easy app" for just this sort of thing. Especially in Asia...Cheap! Cheap! Cheap!

That’s an excellent point. Especially if FB does discount marketing through their channel. The problem is valuation and potential competition via market segmentaion. 20 billion dollars? Come on. That is grossly over valued for a company that won’t release it’s books. Also, they’re going to have lots of small and large compeditors springing up all over the place. I see private social networking as the wave of the future.