Not sure what you are basing your statement about 'falling demand for industry analysts'on. Seems that companies need analysts just as much as they ever did. Maybe you work for a company that's perfect and don't need to be compliant with anything, have 100% market share & execute flawlessly on delivering product while maintaining profitability. Let me know where you work - I'll send my resume right over!
re:Dale running a company - why not? He grew META to great heights in the past. The economy & a crappy CFO screwed the company up (let's not forget the BoD approving some crazy budgets too). I have a feeling he sees something great headed in a different direction than it was orignially planned for it to go, and he wants to step in and correct the course. I have a feeling if you ask anyone working there now, the majority would agree that Dale coming back would be welcome.
I agree that going private raises several questions on motivation. If Kutnik believes META can become marginally profitable on a sustained basis, then going private to achieve this makes sense. Gartner (IT) with a 3% ROE sells at 1.8+ times revenues. META sells at 0.4 to 0.5 times revenues. META has very little/no street following at this point. With the right financial management and some acquisitions to get scale, it looks like an interesting financial play. in any case, I would suggest META is a steal if it can stay profitable and it sells for anything less than .7 to .8 X revenues or $7.50 to $8.00 per share.