If it gets dropped by AT&T, good luck trying to sell an updated version into the retail channel in the future. This plus "Home" = big flops. People (consumers) don't want to be associated with dying fads and flops as well. I still think a Google approach of some kind is the winning strategy (In their case, monetize core services like search and maps). FB will probably need new leadership to change course.
Sentiment: Strong Sell
Lies about Benghazi, enemy lists compiled by the IRS, and now they are spying on the AP (and, I'm sure, Fox News) to identify and harass political opponents. Time for IMPEACHMENT.
Sentiment: Strong Sell
Didn't he criticize the Obama Administration lately? If so, he should expect the jack-booted thugs at the IRS and SEC to be knocking on his door soon. We all better wake-up to the dictator in the White House. Reid, Pelosi, MSNBC, etc. can keep defending this clown, but they should realize that these tactics of intimidation, enemies lists, etc. are a two-way street when they, ultimately, lose power one day. We ALL need to hold Obama accountable just like Richard Nixon. This guy needs to be impeached.
But why would I voluntarily pass my biometric (or any other form of personal credentials) to Authentec or anyone else? Now, via iOS, you may be, essentially, forced to provide biometric data to access your phone / tablet / AppleTV, etc., but that assumes total Apple lock-in. Would Facebook accept Apple credentials (if Apple was even willing to pass them) to Facebook? That is really doubtful, IMO. M$FT, I'm sure, will Borg / copy whatever Apple does. That just creates more market segmentation and division.
Personally, I feel "warm fuzzes" every time a media service accepts my Facebook credentials. I won't feel that if it's Apple picking my digital services for me. You can absolutely count out adult content in an Apple-centric ecosystem.
Now, to your point, Facebook will need to move fast on expanding their credentials features / APIs / capabilities and focus less on making their own phone or FB "Home" - that's a waste of money and effort, IMO. Why the heck Zuck and company may be looking at an Israeli sat company over something like Authentec is beyond me.
Yeah, but ya' miss the point. Would Apple _ever_ use M$FT authentication credentials? Would Google? How about independent digital services like Spotify? What about news and sports outlets? By having a trusted, "Switzerland" for frictionless user authentication, users can switch from one data source to another and from device type / manufacturer to another without going through 100 different authentication gateways. So, when grandma comes over to your house, she speaks to your TV, it recognizes her voice, accesses her digital services and seamlessly presents them to her family.
Look at eBay, when they hit "critical mass" in terms of buyers and sellers, they created a virtual monopoly for the auction market. Authentication, IMO, is potentially a bigger, long-term market opportunity.
Lastly, I don't see M$FT or IBM gateways on virtually ANY digital service (other than M$FT's own stuff). I'm starting to see Facebook logins everywhere.
And it's fairly easy to imagine a future where Facebook holds biometric data (voice, etc.) to help power digital services powering televisions, etc. IF FB becomes THE trusted authentication brand, then, yes, this company could be as valuable (potentially more valuable, IMO) than Google. Search is a commodity. Maps are a commodity. Authentication is a MONOPOLY. FB is not about a bunch of kids texting each other over the long term.
Have any of you noticed that FB is being used by a rapidly growing number of news publications, digital services like Spotify, etc. as the STANDARD, cross platform authentication gateway? In other words (translation for MuppetNation), people can use Facebook (one user name and password) to access their digital world of media assets and services across brands (many of which are highly competitive). The value of this functionality and potential market dominance can't be understated. Apple, Google, Microsoft, etc. will NEVER have the "Switzerland" credibility to act in this critical technological roll. Facebook is uniquely positioned to have a virtual MONOPOLY on that key roll in the digital media eco-system. IMO, that is not a fad - it is a 100-year+ business and global opportunity.
Good luck, Muppets.
Sentiment: Strong Buy
lol - now, that's pretty dang funny. Gore needs more fuel for his jet - so, I'm sure Obama put in the call to Uncle Ben for some AH love.
Look, even a push on earnings is a huge positive. Apple has a PE of something like 8 vs. S&P 500 of 15X+? If Cook comes out and makes fun of the market / shareholders, then my guess is we will be at
Sentiment: Strong Buy