GM claims FB ads didn't deliver results. And with the sheer number of ads now on the website, that's not hard to believe. Sure, $10 million is chump change compared to the $3.7 billion in ad revenue FB brought in last years, but FB is going to have to figure out a way to help advertisers attain the tangible results they want through a more creative or simply different approach. Mobile is another area that FB has not quite mastered. It's billion-dollar purchase of Instagram shows holes in its strategic vision with pricey consequences, not to mention that Instagram has zero revenues and that FB mobile still loses money. As earlier stage investors cash out, there will be continued downward pressure on the share price. We would be more comfortable buying GOOG or MSFT until FB valuation comes back down to earth.