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Peter Rip

Jim:

Ain't gonna happen, much.

Google seems to have not just invented NIH, but institutionalized it. They have a proprietary internal development environment that pretty much requires everything they acquire must be re-written for their grid. I think that's why they are only buying teeny tiny companies for the engineers. Anything they actually built before Google has to be thrown away.

Don't expect to see any big acquisitions from Google for a while. They probably won't change course until they hit a crisis. We've both seen this before
- IBM - PC's arrival
- Apple - post AppleII
- AOL - WWW breaking down their walled garden
- MSFT - NSCP's appearance
- YHOO - Internet winter
- GOOG - [insert crisis here]

Same script, different actors.

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