Saturday, February 05, 2011

From Bull to Bear re: GOOG

Random thought - but quick logic game:
  • Interwebs require searching because many sites and info are hard to find
  • Info is hard to find because it can be in 100,000's of locations
  • 100,000's of locations deliver info in almost as many ways
  • Delivery of information can be greatly improved by Apps (see NYT, WSJ, Daily, et al)
  • Apps drive the majority of web browsing on iPad
  • iPad requires less searching than most computers
  • Future computers are going to become more like an iPad
  • Search is going to be less important on future computers
Seems like another 12 months of growth... then time to short.

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