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Stealth mode, schmealth mode
Re OpenWave - well, we all know what happened to WAP - so long as there is an open alternative out there, it will win eventually. Which is why I really would like to see an Open Source Soc Net play.
Actually, it may be in the interests of the big infrastructure providers to this drive this.
The main fear for Facebook comes from remaining closed and self-contained while a competitor such as Myspace becomes a sort of open ID for the web.
Most likely, Facebook will be in a much stronger position if they are able to establish that cross-web position for themselves, but that's still a risk for them to take. Leaving that risk for Myspace to take is an even bigger risk, however...