Wednesday, August 25, 2004

The G-spot - News - ZDNet

The G-spot - News - ZDNet "In moving toward this software-as-a-service platform, Google has some interesting partners-in-waiting—-the carriers and their partners (Sun, Motorola, Nokia), the increasingly Web-focused broadband players (TiVo, SBC, Dish Network) who are circumventing cable and record companies with direct-from-Web downloads to personal video recorders, and micro-content creators (exercise left to the reader.) Add together this loosely-coupled group of companies and their aggregated market caps, and today’s price per share for Google starts to look like a bargain."

The redoubtable Steve Gillmor looks for harmonic convergence in RSS, Google, and Microsoft "millstones."
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