Google (GOOG) is flying high right now, but fears are growing among the technorati that the...


Google (GOOG) is flying high right now, but fears are growing among the technorati that the embrace of mobile apps and "closed" social networking platforms will gradually diminish the value of the company's search empire. John Battelle recently summed up this view. "Google’s core model – built on the open, linked world of the web – is under threat from the advance of the iPhone and the app, the Facebook and the Path ... and countless other “unlinked” digital artifacts."  (also)
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Comments (10)
  • Tack
    , contributor
    Comments (16366) | Send Message
     
    Guess he hasn't looked at this chart: http://bit.ly/SDsOtC
    22 Sep 2012, 05:48 PM Reply Like
  • Eric Jhonsa
    , contributor
    Comments (1276) | Send Message
     
    Android's success is good for Google in several ways, but it doesn't take away from Battelle's point. If a consumer uses Flipboard, Amazon, or some other Android app to find something he/she would've searched for on a PC, it hurts the value of Google's search business.

     

    Google can still sell display ads for those apps through AdMob, but they don't dominate mobile display ads the way they dominate search.
    22 Sep 2012, 05:54 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3130) | Send Message
     
    http://seekingalpha.co...

     

    Second chart in that article. It is important to remember that most smartphone users do not upgrade every time a new handset comes out. Many smartphone users keep the same handset for the entire 2 year contract, and quite often longer than that. It will take a few years until any meaningful impact is made from in-app searches on mobile. I would expect GOOG is not sitting still while the mobile landscape develops.
    22 Sep 2012, 06:09 PM Reply Like
  • wigit5
    , contributor
    Comments (4365) | Send Message
     
    Still have the original iPhone, looking to either the iPhone 5 or Lumia 920 will test both in store before I buy. Been a long time since I bought a phone lol
    22 Sep 2012, 08:09 PM Reply Like
  • sam001
    , contributor
    Comment (1) | Send Message
     
    If or when You tube is moved out apple, what smartphone market will looks like

     

    something we can not imagine right now, but eventually, it will happen sooner that we can think
    23 Sep 2012, 06:23 AM Reply Like
  • 867046
    , contributor
    Comments (380) | Send Message
     
    Short termism from some business administration major.

     

    The key limiting difficulty for mobile platforms are the laws of chemistry. Battery energy density is scaling at very sub Moore's law rates. Meanwhile phones are being stuffed with necked down quadcore processors. Nokia put a 42 mp camera chip in a phone. The bottom line is that battery energy density is the limiter to phone functionality. Not to mention the bandwidth issues with moving data through the air.

     

    Meanwhile back at places like Google, search should be getting more capable in multidimensional ways. Search will be expanded in hard directions requiring lots of processing power and bandwidth to match platforms running search that exploit the energy and data pipes wallplugs.
    22 Sep 2012, 09:43 PM Reply Like
  • gmmpa
    , contributor
    Comments (674) | Send Message
     
    I am long GOOGLE not just because they have a great free cash flow and good earnings growth. I truly believe they have created the greatest solution for information storage, access and delivery that mankind has to date. I recognized this since their IPO. Of course we here are mostly about making money. Most of us are free market capitalists so we are about profits. At least that is how we are viewed by the left. However, fairness alone has never advanced the well being of mankind.

     

    That said... The Internet, Search, and the new delivery mechanisms for information presentation and access is the current focus for us all. PCs, laptops, smart phones, tablets and anything new that is in the pipeline are just consumer delivery systems for information. It is changing at lightening speed and is a wild ride for those of us that love human progress. As I see it the tech sector consists of brilliant inventions that enable cool information and communication delivery ideas and the creation of hardware and software to deliver them. Steve Jobs' genius recognized this and enhanced the graphical interface that greatly advanced this. Jobs was not the only one in the past that should get credit. Starting with the integrated circuit in the 60s I can name hundreds of past events just as important.

     

    Google is still in the wheel house of the tech sector. I am happy that they have made the leap into the hardware side of information delivery. As a stockholder and greedy capitalist I also approve of Google's understanding that a tech company structures must be able to change quickly if they are to continue to grow and stay relevant. Smart phones and Tablets and their current features will not significantly change Google's long term success. Their ability to change direction quickly will.
    23 Sep 2012, 12:04 AM Reply Like
  • chopchop0
    , contributor
    Comments (5199) | Send Message
     
    Yep. Great company and into all sorts of things. Can't wait til they perfect driverless cars in a couple of decades, which is a perfect interface to their mapping tech
    23 Sep 2012, 12:20 AM Reply Like
  • bjnflicks
    , contributor
    Comments (4335) | Send Message
     
    The fact is though that this is a great day to sell GOOG (taking fine profits) and get into AAPL (which was unfairly sold off today). Compare the two company fundamentals and not only is AAPL clearly superior, but GOOG is a significantly more expensive stock. One could argue they are both fairly cheap, but AAPL is much cheaper at only a 16 PE. AMZN on the other hand is wildly overvalued.
    24 Sep 2012, 05:36 PM Reply Like
  • johnofarizonaoregon
    , contributor
    Comments (292) | Send Message
     
    Google is a behemoth. (yes... that statement can be taken to have many different implications)
    23 Sep 2012, 10:46 PM Reply Like
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