An unofficial blog that watches Google's attempts to move your operating system online since 2005. Not affiliated with Google.

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June 21, 2006

Google Lacks Stickiness

"Google is kind of a metaphor for investing today. People want a short-term fix and they want something that has momentum," says Fred Kobrik, a successful growth fund managers, for CNN Money. He doesn't recommend buying Google's stocks.

Kobrik also says the competition in search market is not over as "winners often come from behind and original leaders wind up running into problems". He talks about companies like Apple or products like Lotus that were once market leaders.

Kobrik thinks that Google launches too many products just as experiments. "Google's throwing a lot of mud against the wall to see what sticks. That's pretty scary."

"Google has no ability to lock in users the way Microsoft and Yahoo have. Google has had a lot of success but they look a lot like the old Xerox to me." Google has a big user base in search, but these users don't find the other Google products as attractive. Google didn't create a real community, like Yahoo or Microsoft have done, so the users that come to Google for the great search engine may easily go elsewhere if another great search engine launches.

Search engines' user base is volatile.

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