Sunday, October 5, 2008

Does Google Need to Reign in it's ambition

Solving everything is not strategy.

San Francisco Chronicle describes how solving global warming, mapping the moon might be 'non-core'. Google founders respond by saying that such things will not divert significant resources.

Positives for being involved in environmental initiatives are managing sustainability issues from i) huge amount of energy that Google uses in data centres ii) good PR.

"Martin Pyykkonen, an analyst with Wunderlich Securities, said he wasn't worried about Google getting distracted by its expansive portfolio. In terms of products, Pyykkonen said Google's strategy is to throw spaghetti at the wall and see what sticks."

I could not find more basis to Pyykkonen quote - time to go for sirius I guess.

Also here blogger Battelle

"2008 will be the year Wall Street gets frustrated with Google. The company has incredible numbers, and will continue to impress, but analysts, tired of bidding up the stock, will start to question the company's myriad ocean-boiling projects - after all, it's merely trying to reinvent Health, Energy, Telecom, IT (both consumer apps and OSes), and a few other major portions of the GDP"


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