mymeohmoneyblog

new entry, old satire, GOOG

hey folks, goog's back around 500.

Should they fight back?

If Microsoft wants to cut into goog's search market, maybe it's time for goog to take the mantle of cutting into microsoft's OS/office markets.

This is really what Msft is worried about anyways, is'nt it? that Goog get's too big? It's not really just about 'search' or ad-revenue, per se.

Goog has ventured into phone ops, their possibly venturing into bandwith, they've already begun teaming with JAVA to crosspromote Java's free OSware/software. Could Goog be the one to finally push msft off the block? Are MSFT's day's numbered?

Could Goog form a consortion with PC makers, memory makers, ops developers and server-co's to transform the PC market and reduce msft to a niche/supporting market?

I should appreciate msft for its historical contributions to worldwide computing and the information revolution. And certainly maintaining millions and millions of lines of code for the end-user is no easy task. And they are american right, a symbol of american ingenuity and strength. And i support profit motive and copyright and patent-law etc. etc.

But i'm mainly a utilitarian. And altruistic. And i've also always believed that the most important thing, knowledge, which can separate the have's from the have-nots, should be freely disseminated. Msft mints gamillions of cd-copies of its software for hundreds of bucks a piece. Don't you think it's maybe time that little piece of plastic, or whatever a compact-disk is made of, should be free? or maybe $19.99? Reducing msft from 97% worldwide monoply to under 40% is a long time coming, and reducing their 'intellectual capital' fees for reprinting the exact same cd gabillions of times from hundreds of dollars a piece to a jackson is a long time coming too.

I don't know if Goog would actually consider buying JAVA, as it would dilute the reason people want the stock, from being an embedded-entangled middle-man transaction-cost skimmer with one core business to a multibusiness halfbased commoditizer. But it's an interesting thought. Goog also has been expanding its server farms, and Java also could help to fit that bill. Perhaps with it's ~200 bil expected market cap Goog should just go all out and scoop up JAVA(15bil mkt cap), MU(5bil cap), or SNDK(6bil cap), Acer, AMD(3.5bil cap), or Ubuntu etc. etc. and put together its own Google Pc with all the trimmings.

EXTRA EXTRA: post-script: i've decided to include a satire i was working on for the slo back in late oct back when goog was at 700, but didnt post, as perhaps i felt i was being a little too presumptious... :)

Original Date - Oct./Nov 2007:

The 800 dollar gorilla?

GOOG Insider trading transactions, insider planned sales - MSN Money

Hey, for a good laugh check out THIS page.

Maybe its time for the company to improve shareholder value by doing a stock buyback :/

Or maybe they should take advantage of the current situation by doing a stock issuance to raise more capital so they can do something other than collect ad revenue, like buy JAVA.

The only question, issue 100 million shares at 500$, knocking the stock back 200, or take a bold move and issue 100 million shares at 800$. Heck, just issue options now directly to the public to buy 1 billion shares at 1000$ within a 2 year time window, putting the market cap at 1.2 tril, or ~ 24xbill-gates.

Sorry, drank too much of last years' frozen egg-nog earlier, woke up heavy-hearted...

Comments: View Comments | Saturday February 9, 2008 | Stocks: AMD, GOOG, JAVA, MSFT, MU, SNDK, YHOO,