The anticipation is building toward the Ring cycle that will be the Facebook IPO, and in today’s headlines we heard the orchestra warming up. Expect a lot more of it as time goes by. What a narrative – one Ring to rule them all!

Article: Facebook Drives US Social Network Ad Spending Past $3 Billion in 2011 (eMarketer) The original piece referred to in yesterday’s Signal.

Facebook Suspends Phone & Address Sharing Feature (RWW) Another “oops” from Facebook – ship first, answer questions later. It’ll pass. Reasoning? See Facebook & Identity: The Continued Push Toward Becoming Your One True Login (also RWW)

What Hollywood Execs Privately Say About Netflix (Hollywood Reporter) Great to see what I’ve heard privately aired out. Also see  Netflix spends 20 times more on postage than bandwidth (Digital Society)

Report: Search Ad Spending Jumped By 23 Percent During The Quarter (pc) That’s quite a jump for a mature sector.

Why publishers are afraid of real-time bidding (iMedia) “Marketing in real time” is the theme of our Chicago Signal conference. We’ll be covering this issue, as well as real time deals, etc. Stay tuned for more…

A New Crack in Cable’s Monopoly: WealthTV (AdAge) I’m not sure WealthTV is the one I’d want to say is the tip of the spear, but then again, the point is valid.

2,550-Year-Old Celtic Beer Recipe Resurrected (Wired) Well, it ain’t Friday, but this was too good to save.

–

FM’s campaign of the day is the Dell “Take Your Own Path” Conversationalist across FM. Preview here.

If it suits your information consumption goals, sign up for Signal’s email newsletter on the FM home page (upper right box). You’ll get an exclusive, email only weekly roundup of Signal.