Jim Lynch: Off the Top of My Head…

Very interesting (and long) analysis about Google’s future. Make yourself a cup of your favorite beverage and sit down to give it a read.

Google now faces choices as fundamental as those Netscape faced in 1995. Google, whose headquarters in Mountain View, CA—familiarly called the Googleplex—is only five kilometers from Netscape’s former home, needn’t perish as Netscape did, but it could. Despite everything Google has—the swelling revenues, the cash from its initial public offering, the 300 million users, the brand recognition, the superbly elegant engineering—its position is in fact quite fragile. Google’s site is still the best Web search service, and Gmail, its new Web-based e-mail service, Google Desktop, its desktop search tool, and Google Deskbar, its toolbar, are very cool. But that’s all they are. As yet, nothing prevents the world from switching (painlessly, instantly) to Microsoft search services and software, particularly if they are integrated with the Microsoft products that people already use.

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