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The basis for the speculation? The invite prominently displays Facebook's inbox logo. With some additional features, Facebook may even compete with your current e-mail provider, the theory goes.
Let's imagine that Facebook's long-rumored overhaul of its Messages product does transpire, either at this event or in the future: Could it pose a threat to existing e-mail providers? Will Facebook users begin to use Facebook Messages more, and their existing e-mail accounts less?
That's the topic of my CNN column this week.