I think the "prize" that everyone's eyes should be on is not so much whether they can beat a pitiful pennies earnings estimate by a few pennies, but rather, on forward guidance. I you were temporarily holding millions of locked shares, wouldn't you want to keep the share price up until you could sell? What better way than very positive forward guidance that sounds good to muppets but won't get him in trouble?
I can hear it all now. BLAH BLAH New FB Smartphone has huge potential; many creative ways coming to create revenue and sell apps for FB phone. AAPL must be trembling - NOT!
Having FB sell phones is like having a Bacon company get into the microchip business.