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  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    No equivalent to FB??? Just like there is no equivalent to Yahoo! Finance yet it has limited value and is slowly being replaced by SA, ST, and others.

    When my 16 turned 12, he wanted a FB account.

    My 12 year old wants a SnapChat, Instragram, FB, and Tumblr accounts.

    So in the span of 4 years the interest has gone from 100% FB to 25% FB. Sure Instagram makes the traffic 50% FB, but the monetization drops to only 25% at this point.

    A lot of people that think FB can just acquire the next hot property misses the point that it takes significant costs and time to monetize the next property. Right now FB is basically trading off fully monetized traffic on FB for traffic shifting to limited monetization on Istagram. For FB to have an extreme valuation, it needs to be able to crush the new entrants, instead of spending billions on building them up to just take fully monetized traffic from facebook.com.
    Dec 24, 2014. 12:09 AM | Likes Like |Link to Comment
  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    Don't forget AOL.... it had a solid network. Remember being connected on AOL Messenger (or whatever if was called) but that didn't last for long. Even had people that I was connected on there that I'm not connected with on Facebook.

    People don't get that things change... its a free flowing network where people naturally flow to the more interesting network. You can have a network of 1,000 people on Facebook, but if that new girl you meet is on a different network I'm guessing you end up over there.

    Facebook will be an Internet Utility for a long time similar to how AOL and Yahoo! still exist. People will go back to Facebook to check on connections, but unless Zuck figures out how to make it fresh and interesting it will suffer. Its really that simple.
    Dec 23, 2014. 11:57 PM | 3 Likes Like |Link to Comment
  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    David,
    if FB has to acquire other sites in order to stay relevant, it won't create value for shareholders.
    Dec 23, 2014. 11:48 PM | Likes Like |Link to Comment
  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    Mikes,
    Great point... the castle has already lost the younger generation and many people my age never got fully engaged. Too many people think the network effect is ever lasting, but that isn't the case.
    Dec 23, 2014. 11:46 PM | 2 Likes Like |Link to Comment
  • Instagram Beats Twitter With 300 Million Active Users [View article]
    People shouldn't discuss TWTR if they don't understand the user base is far different.
    Dec 10, 2014. 09:27 PM | 1 Like Like |Link to Comment
  • Facebook At Work: A Big Misunderstanding [View article]
    Can't imagine many corporations with more than 50 employees even touching this service with a 10 ft pole. It makes sense for a business with a handful of people to make connections this way. Already know some insurance agents, real estate agents, and mortgage brokers that connect via FB that would probably love to connect with corporate contacts in a more secure manner. Most of these people are corporate figures in the community so they already use FB as much of a business/marketing tool as much as social.

    Nobody though with hundreds of employees is going to let FB see corporate data and serve ads based on it.
    Nov 19, 2014. 02:07 PM | 3 Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    beautidoc, only know a few lonely housewives that are fully engaged in FB. You can say what you want but it doesn't change the facts. FB has done a good job of becoming a utility, but monetization growth will peak out soon.
    Jul 29, 2014. 01:02 PM | Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    He prefers Instagram, YouTube, and Xbox Live... He has tons of friends on Facebook but it isn't cool at all to him.
    Jul 29, 2014. 12:57 PM | Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    Jta91, big difference than using it to post a random pic or check a friends pic and being really engaged. My 15 yr old hates it.
    Jul 29, 2014. 11:16 AM | Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    Jta91, you don't see many reports showing teens are fully engaged in FB.
    Jul 29, 2014. 10:32 AM | Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    Don't know many people where it is so engrained. Name one social network that has lasted.?
    Jul 29, 2014. 03:20 AM | Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    Clearly you don't!
    Jul 29, 2014. 03:18 AM | Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    Clearly something was lost in the translation of the survey. Please click on the link to the survey and read up on it before commenting.

    People enjoy using Pinterest more suggesting it has more staying power. It doesn't suggest that anybody uses it to replace Facebook. Rather, people are looking for a replacement to Facebook bc they evidently don't like it.
    Jul 29, 2014. 03:10 AM | Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    Did you even click on the link to read the survey? Users like Pinterest better as a service, but it has nothing to do with preferring it over Facebook.
    Jul 29, 2014. 02:59 AM | Likes Like |Link to Comment
  • Facebook: Concerning User Trends March On [View article]
    Why doesn't FB end like MySpace? It isn't well liked.
    Jul 29, 2014. 02:51 AM | Likes Like |Link to Comment
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