FB - Facebook

[Liberty]

Yes but that is unproven potential which is simply conjecture at this point.

Has facebook WOWed you with their search function, ever?

That's kind of my position too. If they can do it, great for them, but I'll believe it when I see it.

Microsoft has been trying to do search in one form or another for as long as Google (since 1998, MSN search, and then all the rebranded successors) and what they've got for their trouble is billions in losses.

It's kind of like saying that Facebook can just make a smartphone and compete with Apple. Well, if they can, great for them, but I'll believe it when I see it because it's not quite that easy...

[valueInv]

Yes but that is unproven potential which is simply conjecture at this point.

Has facebook WOWed you with their search function, ever?

That's kind of my position too. If they can do it, great for them, but I'll believe it when I see it.

Microsoft has been trying to do search in one form or another for as long as Google (since 1998, MSN search, and then all the rebranded successors) and what they've got for their trouble is billions in losses.

It's kind of like saying that Facebook can just make a smartphone and compete with Apple. Well, if they can, great for them, but I'll believe it when I see it because it's not quite that easy...

We'll see soon enough:

http://www.wired.com/business/2012/09/mark-zuckerberg-at-disrupt/

It would be next to impossible to out-Google Google or out-Apple Apple. FB is not trying either. They will come out with a different kind of search. Their advantage is not the algorithmic intelligence or the scaled infrastructure. Their advantage is that they have one of the biggest
walled-off datastores in the world.

[moore_capital54]

Yes but that is unproven potential which is simply conjecture at this point.

Has facebook WOWed you with their search function, ever?

That's kind of my position too. If they can do it, great for them, but I'll believe it when I see it.

Microsoft has been trying to do search in one form or another for as long as Google (since 1998, MSN search, and then all the rebranded successors) and what they've got for their trouble is billions in losses.

It's kind of like saying that Facebook can just make a smartphone and compete with Apple. Well, if they can, great for them, but I'll believe it when I see it because it's not quite that easy...

We'll see soon enough:

http://www.wired.com/business/2012/09/mark-zuckerberg-at-disrupt/

It would be next to impossible to out-Google Google or out-Apple Apple. FB is not trying either. They will come out with a different kind of search. Their advantage is not the algorithmic intelligence or the scaled infrastructure. Their advantage is that they have one of the biggest
walled-off datastores in the world.

Their repository of data is crap. My daughter likes to post every single thing she does on her FB page, that data is useless as it provides no utility to anybody - at best it brings eyeballs to her profile page. Those eyeballs are served with irrelevant ads. This post here will be indexed and crawled by google, the wealth of knowledge I have just disposed upon the world will be codified and uncovered by a googler a few years from now who will be served with relevant ads likely to be clicked.

That is the difference, the behavior of a facebook user vs. google user will never change.

[valueInv]

Yes but that is unproven potential which is simply conjecture at this point.

Has facebook WOWed you with their search function, ever?

That's kind of my position too. If they can do it, great for them, but I'll believe it when I see it.

Microsoft has been trying to do search in one form or another for as long as Google (since 1998, MSN search, and then all the rebranded successors) and what they've got for their trouble is billions in losses.

It's kind of like saying that Facebook can just make a smartphone and compete with Apple. Well, if they can, great for them, but I'll believe it when I see it because it's not quite that easy...

We'll see soon enough:

http://www.wired.com/business/2012/09/mark-zuckerberg-at-disrupt/

It would be next to impossible to out-Google Google or out-Apple Apple. FB is not trying either. They will come out with a different kind of search. Their advantage is not the algorithmic intelligence or the scaled infrastructure. Their advantage is that they have one of the biggest
walled-off datastores in the world.

Their repository of data is crap. My daughter likes to post every single thing she does on her FB page, that data is useless as it provides no utility to anybody - at best it brings eyeballs to her profile page. Those eyeballs are served with irrelevant ads. This post here will be indexed and crawled by google, the wealth of knowledge I have just disposed upon the world will be codified and uncovered by a googler a few years from now who will be served with relevant ads likely to be clicked.

That is the difference, the behavior of a facebook user vs. google user will never change.

moore_capital54, don't know if you saw my query - are you willing to share the research on user behavior that you guys did?

[moore_capital54]

Yes but that is unproven potential which is simply conjecture at this point.

Has facebook WOWed you with their search function, ever?

That's kind of my position too. If they can do it, great for them, but I'll believe it when I see it.

Microsoft has been trying to do search in one form or another for as long as Google (since 1998, MSN search, and then all the rebranded successors) and what they've got for their trouble is billions in losses.

It's kind of like saying that Facebook can just make a smartphone and compete with Apple. Well, if they can, great for them, but I'll believe it when I see it because it's not quite that easy...

We'll see soon enough:

http://www.wired.com/business/2012/09/mark-zuckerberg-at-disrupt/

It would be next to impossible to out-Google Google or out-Apple Apple. FB is not trying either. They will come out with a different kind of search. Their advantage is not the algorithmic intelligence or the scaled infrastructure. Their advantage is that they have one of the biggest
walled-off datastores in the world.

Their repository of data is crap. My daughter likes to post every single thing she does on her FB page, that data is useless as it provides no utility to anybody - at best it brings eyeballs to her profile page. Those eyeballs are served with irrelevant ads. This post here will be indexed and crawled by google, the wealth of knowledge I have just disposed upon the world will be codified and uncovered by a googler a few years from now who will be served with relevant ads likely to be clicked.

That is the difference, the behavior of a facebook user vs. google user will never change.

moore_capital54, don't know if you saw my query - are you willing to share the research on user behavior that you guys did?

Sorry but no.. most of it is scuttlebutt anyways.

[valueInv]

More on FB's potential search direction:

http://techcrunch.com/2012/09/16/faceboogle/

[DCG]

More on FB's potential search direction:

http://techcrunch.com/2012/09/16/faceboogle/

Good article, and that's what I was getting at with my post in the last page.

Facebook has the most valuable collection of consumer data ever collected. If they are able to do so slowly, and in a way that doesn't annoy users, they have enormous potential to further monetize this info.


-I currently have no position in FB.

[valueInv]

The games that people play:

http://www.bloomberg.com/news/2012-10-10/facebook-fought-sec-to-keep-mobile-risks-hidden-before-ipo-crash.html

[kevin4u2]

More on FB's potential search direction:

http://techcrunch.com/2012/09/16/faceboogle/

Good article, and that's what I was getting at with my post in the last page.

Facebook has the most valuable collection of consumer data ever collected. If they are able to do so slowly, and in a way that doesn't annoy users, they have enormous potential to further monetize this info.


-I currently have no position in FB.

More than that, they have 2 billion eye balls to sell advertising to.  Ask any newspaper if they could sell advertising with that kind of exposure levels.

[LC]

More on FB's potential search direction:

http://techcrunch.com/2012/09/16/faceboogle/

Good article, and that's what I was getting at with my post in the last page.

Facebook has the most valuable collection of consumer data ever collected. If they are able to do so slowly, and in a way that doesn't annoy users, they have enormous potential to further monetize this info.


-I currently have no position in FB.

More than that, they have 2 billion eye balls to sell advertising to.  Ask any newspaper if they could sell advertising with that kind of exposure levels.

Facebook has been in business for over 7 years now, and everything I've heard is that the effectiveness of their advertising is hit-or-miss, at best. I think seven years with little competition is plenty of time to develop and monetize a successful advertising business if it were possible.