Facebook abandons #Socialmedia. Goes Olde School $FB, $TWTR, $GOOG, $YHOO, $MSFT, $LNKD

Facebook (Nasdaq:FB) launches mandatory video ads. That’s olde school television. you know when your watching a reasonably interesting show and suddenly these ads come on. Madison Ave Madmen call that Interruption Marketing. similar to tele-marketing which has annoyed tens of millions.

So where is the promise of social marketing. You know engaging the follower with relevant compelling offerings which have a high sell through rate. This is like watching the Swedish Bikini cheerleading team during a commercial break exhorting you to drink a particular beer while you are ignoring your girlfriend as you watch a very important football game. Very important to be emphasized.

Facebook will become no more powerful than network TV. Which right now is not very powerful at all.

George Gutowski writes from a caveat emptor perspective

Perfect Way to Screw Up Facebook Ads $FB, $GOOG, $TWTR, $LNKD, $YHOO,

Facebook (Nasdaq:FB) is poised to launch video ads for a reputed $2 million a day to reach everyone between 18-54. If they hang onto the business they will gross $730 million. hopefully without annoying the users.

Despite the fact it is free I’m pretty sure I don’t want to see the ads. So what if you go into your profile and change some of your settings. Age comes to mind. Tell em you’re over 55. This demographic apparently does not watch video’s. Change other aspects that makes it difficult for them to figure you out.

The ads will play automatically so watch for creative resistance from an ungrateful public who do not care to pay the bills for billionaire and multi-millionaire geeks working at Facebook.

George Gutowski writes from a caveat emptor perspective.

Amazon Drones May Crash and Burn while Google Robot Trucks Deliver $AMZN, $GOOG, $TSLA, $FDX, $UPS, $DPSGY, $SAMS

Amazon.com Inc as we all know pulled a great publicity stunt and announced delivery by drone coming soon just a soon as technology and regulators allow it. A little bit too Star Trekkie for me. Consider this:

A customer lives in a high-rise condo. How do you deliver to a specific condo?

A customer has been receiving products at work because someone is always in the accept. how do you deliver to a high-rise office.

Just how many of these things will we need. Right now a delivery truck can easily take care of 200 customers during a day. Trucks are loaded at night and drivers roll in the early morning deploying as the urban traffic patterns allow. Consumer deliveries at night are not feasible.

Half hour delivery or its free is tough. Just ask any pizza operator. Or watch a pizza delivery guy in traffic ahead of you. It’s dangerous.

What about urban guerilla warfare. How many geeks and techs will hack the airwaves and pirate the shipments. If the mob can high-jack a tractor-trailer of goods the mob will learn how to high jack drones. Not to mention bored but brilliant teenagers who will just try to shoot them down.

I’m putting my money on Google with its driver-less cars. Add in some Tesla green tech and you have trucks that can deliver. The drones will be robots that can bring from truck to doorway.

Oh and there’s always the terrorists who will deliver a small but lethal package right to the Whitehouse and god only knows where else. Free shipping it beats high jacking jumbo jets and all that airport security stuff.

If you thought Apple Inc, Samsung and Google had global patent lawsuits going FedEx, UPS and DHL will not sit back and let Amazon take this one over.

#Xbox and #PS4 dogfight will exhaust each other. Situation ripe for a massive disruption. $SNE, $MFST, $AAPL, $GOOG,

Sony and Microsoft have launched their gladiator proxies in the forms of Xbox and PS4. Sales since launch seem to be even on a global basis. Brand loyalty is strong. No signs of any major defections. The product narratives are holding.

Consider this. Race fans will recognize the set up. Two strong horses running neck and neck fighting for every inch. The adrenaline surges, surges and then surges some more. One cannot let the other get ahead or its all over.

Usually the two horses cannot pace themselves and a third stalking horse comes out of nowhere, sweeps around in the last turn and makes a mad dash for the finish line leaving the two favourites eating dust.

The two are playing the same game. Corporate thinking is so us vs. them who really understand the landscape.

Possible disruptors could be Apple. The iPhone and iPad were pretty good. The app store has wide distribution. Google is just desperate the make Android work. The Chinese would love to take a run at this as well.

So sit back and watch the race. The harder the more likely they will fail.

George Gutowski writes from a caveat emptor perspective.

Google still does not know where the chop sticks are. Is that Bullish or Achilles Heel $GOOG, $FB, TWTR, $BIDU, $YHOO

Google (Nasdaq:GOOG) is surging, charging and bulling; creating a lot of excitement. Longs and Bulls are making money. Today. Just remember while you guzzle victory’s champagne. Google still does not have China figured out. They still have not recovered  from what Beijing views as intransigence.

If they cannot establish a large foot print in China they will be missing a critical piece which others will capture. Global scale means global as in planet earth. Global does not exclude China. If Google can skate that one on side than $2,000 a share will be cheap.

Google does not know where the chop sticks are.

George Gutowski writes from a caveat emptor perspective.

More Reasons for Facebook’s Demise. The child’s play dynamic. $FB $LNKD $GOOG $TWIT $YHOO

On a personal note; [personal notes being the only one's that really count] I have become a grandfather for the second time. The family Facebook pages are full of baby pictures and nice family comments. There is joy in the house and all branches of the family tree.

Facebook with its vaunted advertising machine serves up advertising for an eaves trough product that blocks out falling leaves. No baby products or anything else remotely appropriate.

So special note to Mark Zuckerberg. My new-born grand-daughter does not as yet own any real estate in her own name. It will be some time before she takes an interest in property management issues.

There are lots of other compelling product offers that I and family would be willing to consider. But you seem to be missing it. Hmm $50 @ share plus. Not a candidate for the education fund. Grand Dad may take the responsibility for shorting the stock. The risk is too much for a new-born. Or is it child’s play?

I must admit to renewed insights in diapers and infant clothing.

George Gutowski writes from a caveat emptor perspective. follow him on Twitter @financialskepti

Reasons for Facebooks Painful Demise $FB $TWIT $GOOG $YHOO $LNKD

Sterne Agee analyst Arvind Bhatia said “We think Instagram ads could ultimately command a premium to Facebook ads, although that will likely take a while,” Facebook (Nasdaq:FB) is approaching the tipping point of credibility. They have to show enormous sustainable growth and cash flow to justify a valuation north of $50.

The Sterne Agee comment is typical of Wall Street psycho-babble. OK Instagram will show some growth. But if it is a premium to Facebook, the value proposition should be clear immediately if not sooner. When you buy groceries Filet Mignon is more expensive than stewing beef. There are no arguments.

Arvind Bhatia, (if the quote from Investors Business Daily is believable) in a back-handed way is denigrating Facebook main offering. So what should the Sterne Agee clients do with Facebook?

George Gutowski writes from a caveat emptor perspective. Follow him on Twitter @financialskepti