More Google Power

I see the point you are making Rob. But one has a choice of either waiting for the big bang, or jumping on the Google band wagon. I think the way to do it is to make hay while the sun shines and at the same time, cautiously hang one foot out ready to jump. I mean do you see Microsoft stumbling (in a big way) any time soon?

To me Google is just getting started. Take a look at what Google really is: The largest advertising agency in the world - bigger than all the top 100 traditional agencies combined - times 10. Advertising is far bigger than IT - and Google will control a big piece of both online and offline in ten years time. How much? No one knows - but is 10% unrealistic? Not in my eyes.

And when broadcast and IP truly merge the potential will be enormous for Google.

Further, 90% of Google new business models / products / ideas haven't even hit the market yet.

True, Google and Microsoft are competitors - but Google is two classes higher than MS. And unlike Apple 20 years ago, they know all of the tricks in Bill Gates' play book.

My prediction: Google's market cap will surpass MS's by 2010 - and be number one by 2015. Also I predict that Google's biggest competitor will be Apple by 2010 - if they haven't already merged by then.