cool. well you have your reasons. a lot of assumptions but your stance isn't totally unreasonable.dlhunter wrote: ↑Jul 25th, 2014 12:01 pmre: potential of growth
1. share of mobile ad revenue has barely moved since last Q. it's getting mature and since most of the users have mobile app, growth here will not be explosive (unless FB keeps adding new users).
2. payments/fees for in-app purchases will suffer as users migrate to mobile and FB will not get its cut (GOOG and APPL will).
3. Ad/payments revenue solely depends on teens still loving FB. If teens decide it's not cool anymore, guess what will happen.
4. FB business (ads/payments) is up against GOOG model. GOOG is no slouch, they have talent and means to innovate. FB is stepping on GOOG toes and stealing some of the ad revenue.
but i like what fb is doing with instagram, whatsapp, etc. I like the video ads coming up
I have a sad story, this morning when i checked fb i came across a bunch of condolence postings on my friends fb page. she was 30, had a 2 year old baby boy.... I wasn't close with her but through fb I learned of her passing. fb is a tool
I realized they've now hit a critical mass - people can't simply leave en-mass. cool or uncool, new teenagers or not, it's a great way to keep up with old acquaintances. there's tremendous value in that.