Android Apps
January 27, 2011
At lunch yesterday, the goslings and I had a spirited discussion. The topic was Android, Google’s open source mobile operating system. There were three points of view and none of us agreed on which point of view was likely to the “correct” one. We had heard what was reported in “Unhappy with Slow Growth of Android App Purchases , Google Talks 2011 Roadmap.” Here are the points of view:
First, Google is going to get its act together now what Larry Page is in charge. The counter to this argument is that Larry Page has to demonstrate to Wall Street, customers and competitors that Google is more than a one trick pony. After a decade of trying, Google is ads only when it comes to revenue.
Second, Google is learning and adapting. The slow start of its new products and services gives the company time to look at click streams and make adjustments. Maybe the approach is not as spectacular as an iPad product, but Google’s approach is the best one for the company. Google is not in a hurry and can evolve, crushing rivals as it moves forward.
Third, Google is struggling because it hit a home run with search and then another one with advertising. Since those two lead off game winners, Google has bogged down. The company is emulating Microsoft’s trajectory, just on an accelerated time cycle. The Android play is a good example of an idea that has not delivered, although it may. Like the Xbox, the costs of the “win” are not likely to be added up.
So which point of view is correct? I think that the Google has its work cut out for it. Legal hassles, staff turnover, brand erosion, Apple, and Facebook—big job.
Stephen E Arnold, January 27, 2011
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