Wednesday, March 6, 2013

GOOG: Google Needs The Swagger Of A Boss

Google Needs The Swagger Of A Boss
by Benedict Tubuo (Beevest)

There has been some talk lately that Google (GOOG) should be scared of Samsung. There was actually a comment on Seeking Alpha that described the relationship akin to holding a tiger by the tail. These opinions reminded me of a line that I cannot accurately cite but don't want to claim as mine. It says something like- "if you owe a bank $10M you owe the bank, but if you owe the bank $100M, you own the bank". Apparently, everybody owes Google $10M but Samsung owes Google $100M. How is that for logic? Samsung is a chaebol because it has done tremendously well by itself and is a much bigger entity than meets the eye. It owes a lot of its success in smartphones, tablets and smart TV's to Google. You could also argue this inversely but let's at least agree the relationship has worked well for both sides. So what's lurking in the shadows that should make Google to be scared of Samsung? I contend that Google has been too focused on "Search'" and not been assertive enough in controlling its burgeoning ecosystem. This over reliance on search has made Google very docile and vulnerable to disruption. If Google wants to take full advantage of its potential it needs to become more of a boss and find ways to start taking prisoners. read more »

Get Seeking Alpha notifications with our iPhone App | Android App

More on GOOG

Google's Chromebook And Why It WIll Keep Selling by Vlad Deshkovich

Google Is Bargain Priced by George Acs

Google's Management Presents at dbAccess Media & Telecom Conference (Transcript)

Other articles that mention GOOG

Facebook, Google And Yahoo: Take The Road Less Traveled by Timing Best Buy

BlackBerry 10 And The Battle Of The Network Mobile Operating Systems by Thomas Barnard

5 Stocks That Should Split Now by Bill Maurer


Why are you receiving this? You subscribed to real-time article alerts at Seeking Alpha.
If this email was forwarded to you and you wish to subscribe to this email, click here.

Manage your emails:
Get alerts on additional tickers and manage all your email alert choices here
I'm getting too many emails: manage your email alert choices
I'm no longer following GOOG: unsubscribe from all GOOG email alerts
This type of alert isn't helpful to me: unsubscribe from article alerts on GOOG

To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.

Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001

No comments:

Post a Comment