This is important for two reasons: Brazil and India. Orkut is still by far the dominant social network in Brazil for the simple reason that that's where everyone's friends still are. And while Facebook has surpassed Orkut in India, Orkut is still a strong number two.
From what I can tell, the swarm caught Facebook by surprise and I imagine it caught Google by even more surprise. For a company so intent on going social-- did they just bungle two of the huge markets where they had an edge? We've called both companies for comments and will post more when they get back to us.
Micron Technology Micros Systems Microsemi Microsoft Millicom Intl. Cellular
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