It’s all the rage right now to be viewed as a leader in the mobile space.  There are many different sectors in which to demonstrate your leadership.  There are operating systems like iOS and Android and maybe even Windows Phone (someday).  There’s hardware like Apple, Samsung, HTC and maybe even Nokia.  And of course there’s the applications like FourSquare, Square and other primarily mobile applications in social, payments, health and gaming and then all the other applications rushing to mobile because they were told that’s where they ought to be.

Somewhere in this broad and vague classification is Facebook (or perhaps more properly “facebook”).  This massive database of human foibles and interests is either being pressed or voluntarily exploring just exactly how to enter the mobile space and presumably dominate it.  Apparently they have made several attempts to develop their own handset.  The biggest issue it seems is that they believed that just because they are a bunch of really smart folks they should be able to stitch a phone together and make it work.  I believe the saying is “too smart by half“.  And since they reportedly tried this several times without success – perhaps they were also “too stubborn by several halves”.

This push by facebook begs the question: “What?” or even “Why?”  There is a certain logic to it.  Facebook provides hours of amusement to tens of millions of active users and the developers at facebook build applications to run on a series of mobile platforms already.  Those applications are limited in their ability to provide a full facebook experience and also limit facebook’s ability to extract revenue from these users.  Though when you step back, you quickly realize that facebook is really a platform.  It has messaging (text, voice and video), it has contact information, it has position and location information, it has your personal profile along with your interest history and friends, it knows what motivates you (by your comment contents and what you “like”) and it is a platform for application development (including games and exciting virus and spam possibilities) with a well-defined and documented interface.  At the 10,000 foot level, it seems like facebook is an operating system and a platform ready-to-go.  This is not too different from the vision that propelled Netscape into Microsoft’s sights leading to their ultimate demise. Microsoft doesn’t have the might it once did but Google does and so does Apple.  Neither may be “evil” but both are known to be ruthless.  For facebook to enter this hostile market with yet another platform would be bold. And for that company to be one whose stock price and perceived confidence is faltering after a shaky IPO – it may also be dumb. But it may be the only and necessary option for growth.

On the other hand, facebook’s recent edict imploring all employees to access facebook from Android phones rather than their iPhones could either suggest that the elders at facebook believe their future is in Android or simply that they recognize that it is a growing and highly utilized platform. Maybe they will ditch the phone handset and go all in for mobile on iOS and Android on equal footing.

Personally, I think that a new platform with a facebook-centric interface might be a really interesting product especially if the equipment cost is nothing to the end-user.  A free phone supported by facebook ads, running all your favorite games, with constant chatter and photos from your friends? Talk about an immersive communications experience. It would drive me batty. But I think it would be a huge hit with a certain demographic. And how could they do this given their previous failures? Amongst the weaker players in the handset space, Nokia has teamed up with Microsoft but RIM continues to flail. Their stock is plummeting but they have a ready-to-go team of smart employees with experience in getting once popular products to market as well as that all-important experience in dealing with the assorted wireless companies to say nothing of the treasure trove of patents they hold. They also have some interesting infrastructure in their SRP network that could be exploited by facebook to improve their service (or, after proper consideration, sold off).

You can’t help but wonder that if instead of spending $1B on Instagram prior to its IPO, facebook had instead spent a little more and bought RIM would the outcome and IPO lauch have been different?  I guess I can only speculate about that.  Now, though, it seems that facebook ought to move soon or be damned to be a once great player who squandered their potential.