Wayne Mulligan_

Google's New 'App Engine': Why Microsoft Should be Shaking in Its Boots

No problem Mick, thanks :)

Google's New 'App Engine': Why Microsoft Should be Shaking in Its Boots

@shair - I'm not sure why Wall Street should be terrified either...I didn't put that title in here, the fine folks at SeekingAlpha did.

You both raise great points about Google not being an enterprise software provider and the inherent competition in the web. As for the enterprise software issue all I can say is that Amazon isn't an enterprise software provider, but yet their AWS services now get MORE traffic than all of Amazon.com. Google has already done them one better and it's my belief, when it comes to building scalable/developer friendly systems, they'll continue to do so.

As for the rapid adoption of new technologies on the web - you're right fxtrader, that's a HUGE risk to Google and I should've mentioned it in my analysis. It's my belief, however, (and speaking from a bit of experience) that once a company finds a vendor in the infrastructure space that they absolutely love, they don't move unless they absolutely have to. It's tough to build a web application that can scale -- it's even harder to take that off one platform and put it on another. So I think the best strategy for Google would be to LOVE their customers each and every day -- keep building new features, provide great service and support and get as many folks on the system as possible.

Great comments guys, thanks!

-Wayne

Why Buffett Would Not Buy Google

Adam, you're obviously correct...I was trying to illustrate a point and probably could've been more accurate in my description of what Google does. In any case, the company makes its money selling ads -- it's a "simple" business to understand as opposed to trying to understand how the company's search solution works.

I merely meant to "check off" the simple/understandable business part of "Buffett's checklist".

Thanks for the great comments though!

-Wayne