Zack Miller

GeoCities = MySpace = Newspapers?

I think Jeff's point wasn't exactly addressing the role of a news medium. His point was that newspapers, just one product of a news medium, should look at themselves as a platform if they want to stay in business. The role of information, or to inform, must come from another direction.

Google Docs Gives It Advantage Against Microsoft and Apple

I am currently working on a redlined version of a contract and used Google Docs as the working platform. SO MUCH easier.

Google Docs Gives It Advantage Against Microsoft and Apple

I believe for the Fiscal Year ended in June 2007 it was almost 30% of total gross revenues. MSFT had $50B total revs and MBD division (of which 90% is Office revenues) was $16B. So, around 28%...

Google Docs Gives It Advantage Against Microsoft and Apple

Jeff, good point. But is it conceivable that after aping MSFT's Office, Google can introduce an entirely new way of interfacing with productivity tools. I've been using 37 signal's Highrise for some time now and love it. While it doesn't handle email (it works in conjunction with other mail handlers), it's already helping me run my business. Outlook could have done this - I think Google begins to introduce things like this in the future.

Google Docs Gives It Advantage Against Microsoft and Apple

Absolutely agree.

Google Docs Gives It Advantage Against Microsoft and Apple

I didn't think my title could cause so much antipathy! The actual title was "Google Docs Rocks: How Google's New Launch Stacks up Against MSFT and AAPL". See tinyurl.com/yw49pn

When I discussed AAPL's Office Suite, my intention wasn't to say that AAPL is going to go head-to-head with MSFT. Rather, if they were to go after the Enterprise environment, they'd have to reinvent themselves to compete on the training/service component (even if, as you say, you don't need as much training).

The fact is that MSFT is entrenched and it will take some serious heavy lifting to displace them. We're not there yet, but we're one step closer.

Google Docs Gives It Advantage Against Microsoft and Apple

Hi Daniel,
I didn't suggest that Gdocs is superior - my point was just that now Google has a full suite. There is a huge chasm from a product point of view between Office and Gdocs.

Gooptions: A Bearish Signal For Google Stock?

Interesting points about the lack of transparency. On the other hand, I don't necessarily think it's bearish on the stock. Given the fact that they will be sold through an exchange, huge premiums may be paid for these things. It may just be a case of monetizing now versus later. Call it a "Google Viatical"!