Gmail, Google Calendar, Google Docs, Google Talk, Grand Central, Google Voice, Goog-411, Adroid, Chrome, Chrome O/S, Google Earth, Google Maps, Street View, Google Maps Mobile, Google Maps GPS, Adroid Phone, Android Applications… free downloads, free service, free open source. All of it free? Free, free, free!
2004 – $100 per share, 2005 – $200 per share… $300 per share, 2006 – $400 per share, 2007 – $500 per share… $600 per share… $700 per share, 2008 – $470 -> $262 per share (poor Google), 2009 – $400 per share. Wanna buy some… too expensive…. too too expensive.
Google, no more beta… nope. No more beta! What? Why not? “We realize this puzzles some people”. Whatayamean? “More than 1.75 million companies around the world run their business on Google apps… We’ve focused our efforts on reaching our high bar for taking products out of beta, and all the applications in the Apps suite have met that mark.”
Still free? “We have much more in store, and IT managers can read more about how to make the switch to Apps…” No I said, is it free? “Ever since we launched Google Apps suite for business two years ago, it’s had a service level agreement, 24/7 support, and met or exceeded all the other standards of non-beta software.” Oh, then I guess it isn’t free anymore is it?
What’s that your saying? I can’t hear you. Can you come down off that pile of money? What? You say this is what a $130 billion market cap looks like?
Hey, are you trying to take over the telecommunications market? You launched that 411 service that’s taking all of the money away from the phone company, right? “We launched 1-800-GOOG-411.” Yeah but doesn’t it use someone else’s network? “It’s a free service that let’s you search for businesses by voice”. Yeah but aren’t you using their network and it costs them money but you don’t have to pay anything? “[You] get connected to those businesses for free”. Aren’t you also using your mapping technology to build awareness in that market so that you can take it over some day? “…just say map it and you’ll get a text message with the details of your search plus a link to a map of your results right on your mobile phone.” Oh I see. You don’t won’t to talk about it. Well O.K. then.
You launched Chrome to take over the browser business right? “It’s been an exciting nine months since we launched the Chrome browser. Already over 30 million people use it regularly.” Didn’t someone get in big trouble for doing that a few years ago? “We designed Google Chrome for people who live on the web…”. Yeah but aren’t you using your search engine optimization algorithms as an unfair advantage? “…searching for information, checking email, catching up on the news, shopping or just staying in touch with friends.” Yeah but now you’re trying to turn it into an Operating System aren’t you? “…the Operating System that browsers run on were designed in an era where there was no web.” Isn’t that kind of arrogant? I mean, there are still a lot of people using great applications on the existing operating systems aren’t they? “Because we’re already talking to partners about the project, and we’ll soon be working with the open source community, we wanted to share our vision now so that everyone understands what we are trying to do.”
So let me get this right. You’re sitting on a pile of cash… about $18 billion. Up until now you’ve given away all of your products for free. But now all of your software is being officially released. You’ve got your own operating system and applications for mobile phones, your own operating system and applications for computers and netbooks, your own search engine, mapping routines and advertising analytics engine like no one else’s in the world. You own the largest data center in the world and you’ve got your hands in everything from mobile phones to web browsers and now a new operating system?
Isn’t there other ways to evolve the existing Information Technology world based on existing proven technology? Isn’t there a way to allow businesses to utilize their existing infrastructure by delivering applications to any device? Aren’t there other players in the space that have been offering up solutions that are now being defined as Cloud Computing?