NEW YORK (TheStreet) -- This week all signs point to Facebook (FB) doing something with a smartphone. On Thursday, we'll find out if the popular rumors come true -- a tweaked-out version of Google's (GOOG) Android mobile operating system running on an HTC device.
Zuckerberg already shot down the smartphone plans. For all intents and purposes, he called it a stupid move because that's exactly what it is . . .
Nobody will buy a Facebook phone because a bunch of really good ones already exist, particularly Apple's (AAPL) iPhone. Th(e) Facebook app probably owns first-page space on every smartphone in America . . . Zuckerberg operates a very different ecosystem than the one [Jeff] Bezos runs at Amazon.com (AMZN). Hardware should never -- under any circumstance I can think of -- enter the social equation.
Let other companies take on that burden at no cost to Facebook.
That's exactly what Facebook might be doing. Zuckerberg said his company would not make a phone. HTC builds the phone, Facebook powers the Facebook-centric platform.
Still a bad idea. Or at least a needless one.No matter who actually produces the phone, I don't see the benefit of Facebook making itself the focus on a smartphone nobody, relatively speaking, will buy, especially when the social network tends to dominate space on the smartphones that actually get sold. It's not like you can't, with the push of a button or three, completely integrate Facebook into your present device. Millions of people do 24/7, 365. Eavesdrop on the next 10 people you see scrolling through something on their phone. I run this experiment all the time. Almost invariably, more than half of the unknowing subjects happen to be running Facebook. Quite a few have Instagram, which I assume would be co-featured on a Facebook-centric phone, open, keeping it in the FB family. All of this talk about Facebook needing to position itself as the main app on a platform -- it just sounds like one big distraction. Facebook's sole focus should be providing the best user experience it can via its present, always-evolving platform. If it holds its place as the go-to social network, everything else takes care of itself. Its icon will live on the first screen of iPhones and other smartphones, snuffing out the competition. Focus. Don't lose it. This is an instance where Sheryl Sandberg needs to reel Zuckerberg in. The smartphone idea, in and of itself, will not hurt Facebook; however an unintended consequence could be a loss of focus. That's the worrisome part. Focus. It's the reason why I stay, by and large, confident about Pandora's (P) long-term prospects despite all the noise. I'm fairly certain that a focused management team has the reigns. It doesn't need a Pandora-centric consumer device to maintain its massive Internet radio lead and continued disruption of terrestrial radio. It just needs to keep providing the best radio experience available. That's how Zuck should direct 100% of Facebook's tangible and intangible resources -- hyper-focused on providing the best social experience there is. Follow @rocco_thestreet --Written by Rocco Pendola in Santa Monica, Calif.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV