Facebook's "don't call it email" email will have some effect on major email players, with Yahoo and MSN being exposed more than Google.
The first thing I thought of when Facebook released its FaceMail integrated product yesterday was that Google has SMS, email and IM built into GMail/Google Voice already (along with Voice, calendar and a slew of other stuff as well). Perhaps Google's solution isn't as elegant and its attempts at integration were clumsy (Wave), but they have certainly been more powerful and more open. Analysts seem to agree, pointing out that Yahoo (YHOO) Mail and Microsoft's (MSFT) Hotmail are more exposed than Google (GOOG). Below are four analysts takes: More
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