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And So it Begins


Man...Could I use a "BackRub!"


Did you know that Google's original name was "BackRub?" I'm not sure that would have worked?!?!

Today Google (GOOG) launched Google Calendar. I would suspect that this is the beginning of what I outlined in my article last year talking about network computing, a utility model and shared web based applications like Word, Excel and Power Point.

Some of you have written in to ask me why I like Sun (SUNW) and the launch of Google's office products is the reason I like Sun and to be honest, I like Google more and more every day. They have the cash on hand to build pretty much anything.

What's more interesting is where they're taking the concept of an OS and an office suite. Here's a refresher.

Peeking in the crystal ball, I would surmise that Microsoft is in deep trouble. Oh it's not today or in the next year, but certainly within the next five years, I think we'll be talking about a company formerly known as Microsoft (MSFT). What a ride. But, hey, there's a new sheriff in town and its name is Google.

Just to touch on my Sun worshiping: simply put, Sun's success will be the result of drafting. In car racing or bike racing the second racer has the added value of getting, in essence pulled by the leader. Sun in my humble opinion will draft off of Google for the next few years. Furthermore, if Sun reprises the JavaStation concept as a network appliance offered by Google, it's a home run.

By the way, if you want to look at something fun, take a look at, . This is the original Google web site when Sergey and Larry were students at Stanford.

Over the next few weeks I am going to take a deep dive into the media world. For those that track the space, I'll be looking specifically at the services business and the transformation of the advertising industry. Last week, the industry held its major conference in Arizona. Ron Berger, the outgoing chairman, chastised the leadership of some of the major holding companies. Today, Delta shifted its account from Ogilvy and Mather, a company owned by WPP (WPPGY) to a small shop SS&K. It's independent, but 35% owned by CAA (Creative Artists Agency), one of the most powerful talent agencies in world. This is a sign of things to come for an industry that is unsettled and about to undergo massive changes. Keep an eye on WPPGY, Interpublic Group (IPG), Omnicom Group (OMC) and MDC Partners (MDCA) to start.

Positions in SUNW
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