Seeking Alpha
  • David Jackson
    $FB closed down, $GOOG up. Was the market unexcited about the potential for social graph search, or just disappointed there was no FB phone?
    1/16/13
    Reply (5)
    • mdesilvio: more excitement at MSFT responsive to FB's Bing deal
      1/16/13
    • Modernist: phone. social search more mapping people, less ideas (which google models). so facebook is going after linkedin and yelp more than google
      1/16/13
    • Modernist: the other thing to realize is that FB and GOOG are teammates in a political movement funded by their businesses. money is secondary
      1/16/13
    • James Sands: FBs value to users versus the value of FBs scale of users to third-parties is key. FB will compromise user value, results will be eventful.
      1/16/13
    • James Sands: FB built the user base for purely social entertainment demand. It will be interesting to see FBs schizophrenic approach to diversify sales.
      1/16/13