Monday, February 27, 2006

The Secret To Google's Success

The Secret To Google's Success

Interesting article in business week.

1 Comments:

Blogger chompi said...

Wow! These guys are good. The whole theory behind auctions is subjective though. It takes into accound the perceived notion of a right price from bidders point of view. And perceptions do change.

I think a lot of the "premium" built into the first-price is related to the hype around Google being the best in search engine. It is true that they are indeed the best, but their competetors are catching up. I can already see this duel between Google and Yahoo evolving into a classic "John Nash" style price war eventually settling into an equilibrium - can you say Cola wars?

True we're far from that time yet but remember I called it first here on Quaestors :)

The intangibles within Googles revenue pipe and the mystery behind their product/service pipe dont give me warm fuzzies as an investor. As a technologist though, I admire their ability to come up with interesting solutions - they always seem to have a different perspective, often a unique one and often not too different from the consensus, but just different enough to give them some hoorays (and dollars).

10:33 AM  

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