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Google (GOOG)Stock (Media & Entertainment Industry, Internet Advertising Industry, Internet Industry, Internet Advertisers Industry)
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The One Trick Horse and the Microsoft ChallengeGoogle makes nearly all its money from one thing: online advertising. And it's getting to be rather complacent about its advertising platform. This is bad news, stockholders. Microsoft's challenge to Google Ads is not the joke I expected it to be. Did you know that Facebook runs on the new Microsoft adCenter? That Digg.com just switched from Google to Microsoft? That reviewers are calling Google's text-based ad display system the "plain Jane" to Microsoft's "innovativeness" [1]? Microsoft's not content with these initial successes, either--it's courting aQuantive for good measure. There's buzz about Google no longer having incentive to develop the best search engine and advertising platform. It's already the leader of the pack, and now it seems to want to coast for a while. Well, they've underestimated the Microsoft threat. Don't you do the same. |
The Shelf
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