Google Could Disappear in Five Years

Google is still a one trick pony from a revenue perspective. It sells advertising pixels in web browsers. As the world moves to consuming less and less info via web browsers this will become a bigger problem for Google. It seems every day I am getting so much more of my info from mobile/tablet apps than I am from a traditional browser. For instance I use the Yelp app to find businesses instead the browser. Of course I still spend a lot of time in a browser, but I certainly see a future where the browser goes the way of newsprint as my devices get smarter and smarter software. Google doesn't have a revenue model for those devices (yet).

<i>"Google may be on its way out as the dominant player in search, according to one analyst"</i> "<i>Quarterly earnings, CPC blabla</i>"<p>The article makes it sounds like that because Google's quarterly earnings decrease they're going to lose their market leadership.<p>The truth is: Users do not give a damn. Just because Google's making less money of them they're not going to use Bing. A company is not going to vanish because of that. A company vanishes when the company either is insolvent or their last user leaves.<p>When do people realize that success != stocks and stocks != userbase != CPC and so on

Judging from all the bear raids on GOOG lately, it might be a good time to buy.