The following video is part of our "Motley Fool Conversations" series, in which we talk about topics around the investing world. This time, Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova talks about the one number that stands out when evaluating the prospects for a recovery in Facebook's
In the hubbub over the social network's valuation and competition from the likes of Google
"In 2011, we began serving our products from data centers owned by Facebook using servers specifically designed for us," Facebook says in its most recent S-1 filing. "We plan to continue to significantly expand the size of our infrastructure, primarily through data centers that we design and own."
"Expanding infrastructure" could mean a lot of things other than data center construction, including advanced hardware and chip design. Why would Facebook touch either area? Data processing. The more information the social network processes, the greater its opportunity to profit from a worldwide base of 900 million active users. Yet cashing in won't come easy. Watch the following video for more.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple and Google at the time of publication. Check out Tim's Web home, portfolio holdings, and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
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