(Community Matters) A Tech Crunch posting – interesting in its context, albeit widely dissed in comments, especially Citi analyst’s recommendations:
A decade ago, the leading Internet companies were AOL, Amazon, eBay, and Yahoo. With the exception of Amazon, which is experiencing a renewal as it embraces digital distribution and cloud computing, they all fell by the wayside because they failed to adapt to a major market transition. For AOL, it was the transition to broadband. For eBay, it was the rise of search as the primary way to find goods to buy online. And even Amazon had its dark days.
The question for Google, the current Internet market leader, is whether it too will miss the next major market/platform shift. Or will it somehow be able to get ahead of it and maintain its leadership position (and stock market premium). Some long term platform shifts that are just now beginning include the rise of the mobile Web and the shift to cloud computing—both areas where Google is putting a lot of resources.
Community Matters 