Stock Capsule: Good for $LNKD and $ZNGA. Bad for $GRPN, $YELP, $RLOC.
First of all you can't help but notice how Facebook has taken a very consumer marketing approach to their roadshow. It's in a kind of "mockumentary" format. As an aside their use of Flash puts a little positive spin on one of Adobe's "dead" technologies.
They've chosen a pretty tight focus on the personal side of Facebook, particularly photos. Their emphasis on photos was greater than I expected. But they "pan out" to a mega mission of "making the world . . .