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I'll tell you what it isn't - it isn't a niche social hub for people whose native tongue is Portuguese.
Good post Andy, nice to see an analysis of the situation.
I recently deleted my own MySpace account because the interface is terrible and the back-end infrastructure (what large website uses Microsoft IIS as a web server, complete with *.cfm file extensions!?) is even worse coupled with a lack of friends and poor Canadian user adoption. Now, I only have Facebook and LinkedIn accounts and plan to keep it that way.
As far as Bebo goes though, what a terrible company. They're barely in the top 10 for most popular social networking websites yet their founder (who many describe as an obsessive, money-hungry publicity whore) tries to demand a billion dollars for his website. Until they lower their valuation to something reasonable, they won't get bought out and will go the way of Friendster (if they're lucky) or ZeroDegrees (if they aren't; that is, shut down with no advance warning). I'm putting a very generous valuation of $125 million on Bebo and not a dollar more.
Cheers,
Doug
http://www.techcrunch.com/2007/10/23/yang-decid...
btw, if they release one, i would vote to name it Peeple
may be in a great position as the vehicle that feeds the social networks their content ! No one as large as Google needs a Social Network their Brand Identity is established
But dont denigrate Orkut, I am a bit of a fan myself. Just so happens that my friends and shool mates seem to have all congregated there.
It seems like a majority of the readers keep on underestimate orkut, they think it's a small player... from from I read on mashable.com, their platform will integrate everything: gmail, gtalk, documents, and whatever other service google.
So let's see... Google may hurt FaceBook since it's game time.
MadMax 3000
http://www.givemebeats.com/
Microsoft took a gamble on buying a Branded Mailing list trust me it is a straight business transaction buying Market Share ! The subscribers on Facebook have value their apps are at a very low level of Abstraction! Semantically Yours!