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Facebook, Inc. (FB) Message Board

  • squeezetracker squeezetracker Oct 19, 2012 1:36 PM Flag

    Zuck on Mobile: "THE NEW MOBILE ADS ARE ALREADY MUCH MORE EFFECTIVE THAN THE DESKTOP ADS."

    Don't know if yahoo will post it up, but go watch the cnbc video again before selling your stock because "goog disappointed on mobile."

    The gist of it is that FB had zero mobile ads 6 months ago, and now they have 4 major initiatives that have them much farther along than is understood.

    http://video.msnbc.msn.com/nbc-news/48994103#48994103

    Separately, have you seen the new ads where app writers will build free websites for businesses to trial for 30 days? Then, when things are working well, those businesses can sign up for updates and maintenance for an annual fee. Those app writers aren;t doing this for nothing friends... and Faceplant (fun to write that) may soon prove to all that they are indeed WAY ahead of where people think they are.

    Meantime, the analyst estimates for the Q are premised on no progress on mobile... they will blow the street away next week.... as Zuck told his employees and the world a couple weeks ago, "time to double down" already... the stock was at $23 when he said that.

    My favorite line was that mobile is growing much faster than desktop, and we will soon be generating much more revenue from mobile than we are on desktop..."mobile is much more like TV" he adds...the ads will have to be much more integrated, new products are coming fast, and... GRIP THIS, he said,
    "THE NEW MOBILE ADS ARE ALREADY MUCH MORE EFFECTIVE THAN THE DESKTOP ADS."

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