"Google is also threatened by the inexorable rise of the social internet. Its admirable roll-out of Google Plus over the recent past is almost entirely related to that threat. And at now 90 million users and growing, Google Plus is definitely off to a good start. The decision to change Google Search into a “Search plus Your World” experience this week is probably a necessary part of the response to Facebook also. The controversy that led Larry Page to reportedly suggest that employees who are hanging onto the old Google to go and work elsewhere is a misplaced loyalty to a model that can no longer be sufficient to ensure Google remains relevant. However, by focusing on the strategic threat posed by Facebook almost exclusively, Google may have waited too long, and have the wrong strategy, to beat a more serious challenger – Apple."
January 27, 2012
Worth a read to understand one guru's view of the battle royal between Google, Apple and Facebook. (No mention of Microsoft) in light of Apple's 'blow 'em away' earnings reported last quarter. Apple's profit was greater than Google's revenue!
In summary, it's all about mobile and the absolute control that Apple has over its ecosystem of devices and software to control the customer experience. I wonder if that dominance will eventually lead to anti-trust scrutiny as Microsoft faced with it's Internet browser?