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Re:Facebook Declared War on Apple, and It Just May Signal th... by progit on Thursday December 24, 2020 @02:11PM (#25530426)
SOTP suggests FB investors at around $180-$200 could make out nicely even if they split Instagram and Whatsapp. I don’t think there’s a lot of synergy among those three core businesses. In fact, Instagram would be worth a lot more independently (just as Youtube would be worth more operating alone). This is to say not a lot of downside as people may expect from Political scrutiny forthcoming. My two cents.
Re:Facebook Declared War on Apple, and It Just May Signal th... by gtCameron on Thursday December 24, 2020 @02:23PM (#25530547)
Not a lot of synergy from the end user’s perspective, but the value of those platforms is the advertising network, which is a massive synergy for Facebook operating all three platforms and owning all three audiences. I don’t know how exactly a split would work but I see more downside than upside to having to recreate the ad network on each platform.