A few thoughts.. I'm sure like many, I'm blown away at that price tag consider Motorola went for 12B and the recent TWC/Comcast is valued at 45B with both havi

A few thoughts.. I'm sure like many, I'm blown away at that price tag consider Motorola went for 12B and the recent TWC/Comcast is valued at 45B with both having hard assets. But after some reflections, I can see some positives that grounds my disbeliefs a bit. 1) As someone has already calculated $40/user is really not that bad (though how many overlap with fb already?) 2) You have trusted groups with WA, something you don't really have with FB (facilities are there but I doubt many use it). 3) With trusted groups, you tend to be a bit more open about your dialog so fb could gleen yet more, arguably better, information about you. The other question in my mind are what other features are of value to WA? Video (facetime-esq) seems like a no brainer...