March 13, 2006
Core Competency - Focus!
The latest victim is Google. The pressure eof meeting wall Street's expectations is huge and problematic, even for a company that does not give guidance.
Let us review:
Search - awesome!!
Payments, content, selling books, selling music and movies, on-line word processing etc... QUAGMIRE!!!!!!!
Google is now witnessing the ugliness of Wall Street. Sideways for the stock at this point wold be a win, until at least they regain their focus.