March 13, 2006

Core Competency - Focus!

It is a killer when you venture from your core competency - especially on Wall Street.

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.

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