Google worth more than half a Microsoft

by on November 21, 2006

I love the chart that Paul Kedrosky put on his blog today showing that Google’s market cap now is more than half of Microsoft’s. Read more over on Silicon Valley Watcher.

Jim Cramer, on CNBC today, said Google is going to 750. I love how he added “but it has to get to 600 first.”

The question the market is facing is “can anything slow down Google?”

  • /pd
    Yes, Users are not always happy about their arbitrary manner of treating the community concerns..

    Nothing stops me from changing adsend to ad-center !!
  • G Fan
    I think its overheated by an order of magnitude. I've been anecdotally looking at their results and find increasingly that other than really popular topics (on which Yahoo and MS dont do badly at all) their results are unpredictable and noisy (ie it doesnt seem to "get" what I'm talking about/what I want.) It seems to me that the real core of their algorithms hasnt changed and what worked for an internet the size of what it was in 2001/2002 is simply not scaling to data -- By scaling I dont mean server capacity: I mean the set of rules that comprise their core search dont seem to stand up to the more complex data that now constitutes the web. They do try lots of neat tricks that often delight you on a case by case basis (which people cite and are kicked about) but in several cases the layers of complexity of these tricks causes unpredictability to set in -- from an end user perspective you often wonder why they're getting these links and not getting those.

    This is not to say MS and Yahoo are able to cope with this -- its just that overall they're probably not worse than Google so their share may increase if they execute well otherwise.

    And the whole YouTube and video thing (yeah right they want to organize that information too) seems to be distracting Google from focusing on their only money making and out-of-this-world product -- web search.
  • G Fan: I don't think so. People won't change their behaviors if the competition simply matches what they are already using. To get people to switch you've gotta be better -- and noticeably so. Neither Yahoo nor Microsoft are noticeably better. Believe me, I've been trying tons of searches too. When they are, you'll know it and it will be repeatable and it won't be anonymous people who aren't willing to say where they work (do you work for Microsoft or Yahoo? Why don't you admit it?) that point it out.
  • On the reverse note, Microsoft has, since June 13, gained half a Google:

    http://microsoft.blognewschannel.com/archives/2...

    Google is a fast growing young company, but the fact that a thirty year old company can create $80 billion in market cap in five months impresses me even more.
  • G Fan
    Maybe people wont change their behaviors in a hurry and maybe MS/Yahoo are not noticeably better. But Google web search isnt obviously increasing the gap (even assuming there is a significant one) either.
  • G Fan: really? I didn't notice Microsoft shipping its YouTube clone yet.
  • Bess
    I believe Google will have the fuel to pass 600. Too bad these are not the type of investment any investor can do.

    Google CEO is working closely with Apple. If Google snaps up Apple, Google will have browser, OS, hardware, ipod, iTune, podcasting, TV shows, and games. What else Google won't get into?

    Google is going to space too. Could Google become Alien?
  • /pd
    its also noteworthy that Goog's ticker is one of the 6 tickers, whose Price moved above the $500 mark..
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