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Sometimes a homeless guy can give you the best advice on how not to go broke.
But there is some truth to what she is saying and analysts have hinted towards the same thing. Despite being the huge juggernaut of the internet, they have failed to create another significant revenue stream other than Adwords and search. Most other tech firms have been much more successful in exerting their dominance beyond their core market.
Not saying it will happen, but Google has the potential for being one of the fastest collapses in the tech world. Granted Google is everywhere but none of those things bring in any revenue, if someone chips into search like some have suggested Facebook and Twitter might, they have no way to recover those loses.
They can just buy Facebook or Twitter you say? If you owned a company that had Google scared and threatened their core business, would you sell?
Yahoo is run like shit, but most analysts will tell you there is weakness in the current Google model and echo what Barts mentioned in that article. Short term it won't matter, but long term it could become a factor.
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