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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (26376)11/22/2005 12:37:45 PM
From: bob zagorin  Read Replies (1) | Respond to of 57684
 
<All I got back on the GG thread was a quick statement that GOOG was not a gorilla>

if goog is not a gorilla, then that particular animal is extinct. we can argue about their business model, valuation etc but there's no question it's a gorilla....



To: Lizzie Tudor who wrote (26376)11/23/2005 12:39:04 AM
From: Elroy  Read Replies (1) | Respond to of 57684
 
I don't see anything in your posts that disputes my claim that GOOG is great for the advertising industry, but has little to do with the technology industry.

How does GOOG's success drive growth in semis, PCs, printers, cell phones, telecom equipment, software, IT services or enterprise hardware?

It doesn't, as far as I can tell.

All GOOG does is capture the shift in ad dollars from print to the internet. That doesn't drive technology revenues higher.


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