Google Auto Analogy Is a Flat Tire
December 23, 2008
Larry Dignan wrote “Google, Microsoft, Yahoo as Ford, GM, and Chrysler here. I like the notion of comparing floundering software companies to the giants of the US auto industry. Read the article and judge for yourself. I think equating Google with Ford is just plain wrong. Ask.com would fit. Google occupies a different sector in the business world. Google is not a Lexus or a Rolls Royce. These are autos and Google’s similarity to the beleaguered auto industry does not work for me. Google is closer to the young AT&T just as the company was building out its monopoly. Google’s growth continues; for example, in the face of a sharp downturn, Google expanded its lead in Web search. The company continues to nudge forward in the enterprise. Mr. Dignan relies on Bernstein analyst Jeffrey Lindsay for this argument. Mr. Lindsay can offer some useful insights but in this metaphor, he is off base.
Stephen Arnold, December 23, 2008
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