Propagandhi711 wrote:all you chatterbox touch-feely, social networking aunties should buy that stock. it's a mere 40 dollars now

panini press wrote:If anything, Facebook's existing revenue stream is threatened."

A counter I heard is that google also took a while to completely realize its ability to monetize and Facebook is a different type of product (social media). They ignore to mention Google's growth took place in internet's infancy.


"May be they have some big ideas in the works that will correct it, but I don't see it. What I can see is this: first, more and more people are experiencing Facebook fatigue. In my own circle of friends, I see interest dropping off. "

In addition teenagers can chat a whole lot more than they can buy.

"Second, more and more Facebook activity is moving to mobile phones; it is harder to make money off of ads on smartphones than it is on the regular web, because of screen sizes and the irritation factor when processing speeds and bandwidths lower."

"Third, the userbase is slowly but surely shifting towards poorer countries than the US, while the US market itself is near saturated for Facebook. You can't make as much money per capita from Indian users as you can from American users. Put it all together, and I don't see how the company becomes more profitable, not less, over the next 3-5 years.

panini press wrote:If anything, Facebook's existing revenue stream is threatened. May be they have some big ideas in the works that will correct it, but I don't see it. What I can see is this: first, more and more people are experiencing Facebook fatigue. In my own circle of friends, I see interest dropping off. Second, more and more Facebook activity is moving to mobile phones; it is harder to make money off of ads on smartphones than it is on the regular web, because of screen sizes and the irritation factor when processing speeds and bandwidths lower. Third, the userbase is slowly but surely shifting towards poorer countries than the US, while the US market itself is near saturated for Facebook. You can't make as much money per capita from Indian users as you can from American users. Put it all together, and I don't see how the company becomes more profitable, not less, over the next 3-5 years.

nevada wrote:Anyone tempted to buy here below 29? A drop like this and the extreme pessimism around the stock might have ignited a short squeeze rally if FB weren't a bloated pig with the highest capitalization of any IPO in history.