What I am trying to say is that I dont give a shit about facebook, have no interest and probably never will. Its just a glorified photo sharing and chat site. I generally judge my investments on whether they have anything real under the hood and I use what I see as the barometer. GOOG... best search engine in the world... very useful, use it all the time. AAPL, great design and quality products, I have an iphone. NKE makes good shoes, I wear them. Starbucks, coffee, I like coffee. Facebook? What, connect with high school friends I could give a shit about anyway? Waste all night in bullshit chit chat? Upload pics of my barbeque and new car? Social gaming? Who the fuck really cares about that? Whats special and great about this? Where is the money in it? So honestly I dont see much of a business because it doesnt interest me, and I may be wrong but I believe people will get bored of it. To your point as well, having been in the tech industry for almost 20 years, I do happen to have a pretty in depth understanding of the space. Facebook is just a website.