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  • Facebook: Bored Teens Surface In Full Force [View article]
    Big difference between Twitter and Facebook. Remember that FB was created by and for college kids which includes teens. The network is largely based on teens sticking around. Twitter was never based on teen usage and became successful long before teens saw it as hip.

    So the theory of longs is that FB has already become uncool for teens, but the 30 and 40 year old crowd is going to stick around and not be bored with it. Twitter and Pinterest isn't going to takeover there time. If that is your theory, than keep holding the stock though I still question whether FB can justify the current valuation even if revenue doubles.
    Nov 5, 2013. 12:57 PM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    Sam,
    It's sad that all you do is attack. My statement said influential people, but apparently you see celebrities as that crowd. Note that LAX said to follow them on Twitter for updates on the airport. For last Friday, it was very influential and it wasn't on Facebook.

    Anything of importance is moving to Twitter. Businesses are moving away from a Facebook page. It isn't a good way to connect with consumers anymore.
    Nov 5, 2013. 12:49 PM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    Sanoran,
    Read gossip addicts... too funny b/c thats about the crowd from my network that still uses it religious.
    Nov 5, 2013. 12:45 PM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    Don,
    Its not speculating about what teens will do next year, its speculating on the impact of teens leaving FB. The writing is on the wall, 20 and 30 year olds will be next. What does FB really over of long-term use?
    Nov 5, 2013. 12:44 PM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    Agree my network is a small sample, but I've bounced it off what the Piper report states and other data points. Just about everything suggests the under 50 crowd is migrating away from FB. Now FB gets to continue saying that MAU/DAU are increasing b/c teens still touch the site. The issue is that engagement appears to be way down.

    Honestly, the trend is down for now b/c FB failed to incorporate access to non-related people. As an example, I'm a big fan of the Colorado Avs and Baltimore Orioles. Living in OK I have only one friend that likes the Avs so I'm naturally connected via Twitter to other fans of similar interest. You just can't make those connections via Facebook and thats the problem. Most connections on Facebook I can call or email. Most connections on Twitter, I can only tweet. Twitter by far creates new connections. Facebook connects me with people I haven't wanted to talk to in 20 years.
    Nov 5, 2013. 02:09 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    Ol Blue,
    One of the best parts about SA is the active comments section. Unfortunately too many of the comments on this article are slams instead of real discussions on what it means to lose teens.
    Nov 5, 2013. 02:02 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    He tried to buy SnapChat and it said heck no. My bet is that TWTR becomes larger than FB in a couple of years. Influential people spend a lot more time on TWTR.
    Nov 5, 2013. 01:13 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    MainframeX,
    not to be rude but you have some interesting teens. One of the largest cheerleading groups in my city went on the local radio last Oct and stated that FB was lame.... that was a year ago. My son goes to the largest HS in the state and he stated that after he came back from the summer break that none of his friends uses FB anymore. None! Sure one of the hottest items is Instagram, but FB doesn't even monetize it. Can it even monetize it that well? Why did it wait so long if thats the case? Honestly what is so great about Instragram anyway?
    Nov 5, 2013. 01:10 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    the Jefster,
    Really? All the data suggests that 20 and 30 year olds are right behind the teens. Don't understand why people think FB will always be the go to site. Do you really expect people to spend the next 20 years following a non-social person like Zuck? He really isn't that innovative. He stole an idea to connect people and developed the network that could support a global expansion, but what has FB created in the past five years?
    Nov 5, 2013. 01:03 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    Really? How old was Zuck when he stole the concept? It was very much invented for teens or do you not realize that 18 and 19 year olds are in college? Not to mention, 18 and 19 year olds quickly become 20 year olds that won't be using it either.

    The denial about the teen impact is pretty funny. What will you people say when the MAU in NA turn negative?
    Nov 5, 2013. 01:00 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    = 23% next year b/c FB will be next to 0.
    Nov 5, 2013. 12:57 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    Talking past your concepts b/c I'm well aware that FB could eventually use data to make a ton of money. My issue is that your not addressing how FB is going to do that if users leave.

    My son already sees FB as boring and doesn't bother with it since his friends don't post on it. He does like Instagram so that is a plus for FB. I'm in my 40s and FB bores me with Twitter, LinkedIn, and StockTwits providing a much wider influence. My wife still finds FB interesting to connect with friends, but she much prefers to look at Pinterest and Twitter. My daughter probably won't even get on Facebook. So all 3 of us already spend less time on Facebook than 2012 and far below the peak back in 2010 or 2011. The pattern won't change. The reason FB shows higher numbers is my parents jumped on it during maybe 2012. My dad spends a lot of time on it playing around, but as a family our usage had to peak in 2012. With my dads usage peaking this year, as a family the total usage will be down in 2014. FB won't get time back and if anything its at risk of losing people entirely as new social networks replace it.

    FB was a great start for connecting people, but its inherently lame. What is the compelling reason for using it next year? By very definition, any network that relies on a social aspect will become old and boring. Users will naturally move on to the next hip service.
    Nov 5, 2013. 12:56 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    BAHAMAS1,
    As my disclosure states, I'm not short FB because the ability to monetize existing users has overshadowed the issue with users becoming bored.

    The problems with most of the posters that bash SFC is that everybody appears to assume that FB will grow forever. Can't honesty imagine still using FB by the start of 2015. Twitter already dominates my social time at 90%.
    Nov 5, 2013. 12:42 AM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    eFLOP,
    Really? Thats not how the real market works. Think a few thousand stocks would argue that making money hasn't given them the valuation of $15B.

    The comments by FB longs continue to be very telling about the mindset.
    Nov 4, 2013. 10:29 PM | Likes Like |Link to Comment
  • Facebook: Bored Teens Surface In Full Force [View article]
    Read the disclosure statement.
    Nov 4, 2013. 10:27 PM | Likes Like |Link to Comment
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