Dan Ellis

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Tue Mar 18th 10:35 AM | Rating: 0 0
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Why Buffett Would Not Buy Google

I believe the answer lies somewhere between Mr. Sharp's comments and Mr. Mulligan's presented position, though suggest that someone posit the question to Mr. Buffett driectly. In lieu of that we can only argue the basis on which we presume to know Mr. Buffett's mind.

Mr. Sharp's description of Google business model is much more accurate than Mr. Mulligan's. Currently, market share dominance for search is the Google's primary asset. So, from my perspective the real question is, "how secure is Google's market share dominance for search?"

I tend to think it a bit more tenuous than Mr. Sharp. I believe there is great room for improvement in the search engine technology space, and that users will switch very rapidly if there is a substantially better option available. The ad dollars will chase the searchers.
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