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To: Wyätt Gwyön who wrote (72135)10/16/2006 2:25:44 PM
From: UncleBigs  Read Replies (3) | Respond to of 110194
 
I would guess Google will be a $50 stock in 7 years. They are internet search. It's users don't even like the advertising. They just want fast, efficient, pertinent search of the internet.

Google does not have a defensible competitive position. They won't be able to stop some other smart whipper snapper from developing an even faster, more efficient search engine. Google's user base has absolutely no loyalty to Google. If Giggles.com did search better, it's user base would shift to Giggles.com.

This isn't like broadcast TV. If you want to watch Desperate Housewives, you have to tune into ABC. Unique content creates loyalty and barriers to entry. Google has neither.