Google's A-Go-Go Is Gone
Published March 11, 2006
Recently, people have been weighing in on the reasons for Google's stock market decline and cloudy future. Let me add my reasons to the pile.
Google is wasting money and straying from its roots. Instead of trying to be a Universal Translator, a Universal Navigator, a Web 2.0 Office Suite, etc., they should get back to refining and "smartifying" the Google search engine. For instance, adding a natural language query system to pose simple questions (i.e. "search Dell site for desktop computers with AGP slots") would help to improve the relevance of search results and save time. Another natural direction for improvement would allow a user to tailor search results by the demographics of the user. What would users with similar demographics select as relevant links for this query? All in all, we still spend too much time looking for relevant results from a search query.
While Google Ads have been a huge success and moneymaker, the same cannot be said for Google AdSense or its other web services. In the case of Google AdSense, recent articles in the media have said that Google AdSense has been a disappointment; users find it difficult to use, and revenues have been low.
Google's other web offerings have also been less than impressive in terms of their innovation. Recently introduced products such as Google Desktop Search and Google Maps are relatively easy for others to duplicate, and do not give Google any great competitive advantage.
The recent decline in Google's stock was foreshadowed during the pre-IPO period in an article that appeared in the Wall Street Journal. In the article, disturbing comments that pointed to a lack of ambition about the company's financial future arose when one of the founders said he did not care about the money any more (loosely paraphrasing here). Clearly he no longer had a "fire in his belly." So, with this attitude, how much radical innovation and growth could one expect?
The ongoing spray of random and incomplete product roll-outs is further evidence of Google's own ignorance of its next "killer app." They remind me more of a charitable foundation that is just giving away products - mostly commodity-level ones at that.
Competitive and profit margin pressures continue to build as more portal players and Google encroach upon each other's markets. Email, photo management, search engines are all being done by small and large players (i.e. Yahoo, Flickr, etc.). Other ad networks have also come along to add to the growing inventory (or glut?) of ad space on the web.
We won't see another fast and long rise in Google's stock until Google comes along with another product that is extremely useful and difficult to duplicate.
- Google's A-Go-Go Is Gone
- Published: March 11, 2006
- Type: Opinion
- Section: Sci/Tech
- Filed Under: Sci/Tech: Internet, Sci/Tech: Computers, Culture: Business and Economics, Sci/Tech: Software
- Writer: Greg
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- Greg's personal site
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Comments
Oh yeh, like you could do better :p
Next killer app? Oh no, you won't see that happens till we've duplicated all other's offering. We are busy on building *our* calendar, *our* online storage, *our* wordpad. Gosh, so many craps need to be gooplified! Big innovation is way too expensive and why bother to do that. We can always
Not caring about money does not equal no fire on the belly.
There are all kinds of things to be fired up about!
It has to be said, a lot of Google products are not as good as they ought to be and their support of them pathetic.
If they can get all their disparate parts working properly, give them adequate support and successfully stitch the whole lot together, well, we better hope they don't change the company name to SkyNet...
I am a google master searching for the specific queries, are my forte I have googled for two years and love "Googling".
Its the best search navigator on the internet for results its quick fast efficient and provides you with the right answers.
I tend to think their missteps are more along the lines of trying too hard--example, the "access your data anywhere" feature that allows you--and thereby Google--to access all your personal data. I also see the stock price is way overinflated, we all know this, but it doesn't mean the company is going down.
I agree with this artical for the most part.
Google is investing and speading it's assets too far, and it's only a matter of time where something fails and they will fall.
I mean thir search engine really isn't that good anymore, if it fails what will they have left?
Google's global brand dominance cannot be easily replicated.
Also, it has become the Universal 'Assistant' for all sorts of daily search related tasks for billions of people.
Plus it's proposed extensions into multiple language search. (Useful in countries like India with more than 25 + Official languages).
The trend towards Advertising-Revenue driven Software-As-A-Service business model has Google at the forefront.
Plus you have a huge mobile-using population that has not even seen a PC (like in India and China) and Google's services towards the same.
Google will extend their dominance from PC's to other devices (including mobiles) using simplicity as their driving strategic metaphor.
My 2 cents only.
(PS : I have a Google Adsense based website. There could be some possible bias in my viewpoints.)
Mahesh Khatri.
Kaytek, India.
http://www.kaytek.co.in/kconsult.htm
you can say that accessing your data from anywhere is "trying too hard", but microsoft has tried (and failed) at this very same problem.
and the idea of a web-based version of office office is not something microsoft is thrilled about.
Google will rise again right after they buy Sun, and if you think they're not preparing for it now, you seriously need to think again, really, really hard. Google is being true to its motto in buying Sun, and as long as it stays true to its purpose, it will prosper. On the other hand, if it becomes evil, it will probably fall.
No corporate entity is perfect, and all of them go through changes. Google's price per share is fairly high, when compared to its competitors. That being said, I'm not sure why all the speculation, unless there's a covert action by Microsoft to make Google share value fall.
I do not hold any stock. I tend to stick with real estate and futures.
Cheers,
-John Mudd
"Mr. Real Estate"
I block Google's Ads - and the ads of nearly everyone except Apple and Amazon. That way the web is much more pleasing and peaceful.




Google's doing fine, they're thinning themselves out for a double in current stock prices in the next 12 months.
Without loss there is no gain.
And I love seeing Google AdSense on this very page.