Thursday, December 01, 2005
Dark Fiber
Although Mr. Buffett opined to us in May that his friend Bill wanted to "kill" Google, see the following two posts for the most fascinating item I've read on Google in a long time, and the attempt to claim the value chain on the internet.
Like Bill claimed the value in between the keyboard and the CPU where no one else saw it (IBM gave it away), GOOG seems to be doing same in between our finger tips and the internet. What is the internet anyway, a big coffeeshop library? Who is the Starbucks? Msft or GOOG? Articles following argue GOOG. Grab a Bud while you read them, here and here. Don't know how it stacks up against MSFT Live.
Anyone care to opine?
Like Bill claimed the value in between the keyboard and the CPU where no one else saw it (IBM gave it away), GOOG seems to be doing same in between our finger tips and the internet. What is the internet anyway, a big coffeeshop library? Who is the Starbucks? Msft or GOOG? Articles following argue GOOG. Grab a Bud while you read them, here and here. Don't know how it stacks up against MSFT Live.
Anyone care to opine?
