Google as a platform again

Steve Gillmor extends the notion of Google as a platform. Some extracts:

One way to handicap Google is to deconstruct the notion that Google's intellectual property is bound solely to search. In fact, it's bound to the emerging platform known as software-as-a-service. Fellow IPO salesforce.com offers a hosted software service, which can easily plug into legacy enterprise systems. The underlying fabric for enabling software-as-a-service is XML Web services, which are commoditizing the cost of integrating disparate hardware and software systems, and enabling a service-oriented architecture (SOA). ...
Add an intelligent cache that sits between Google servers and the browser, such as the Alchemy framework Adam Bosworth developed for BEA before he jumped to Google, and you have a standards-based, offline storage capability for use with laptops and occasionally connected clients such as PDAs, iPods, and cell phones. ...
In moving toward this software-as-a-service platform, Google has some interesting partners-in-waiting - the carriers and their partners (Sun, Motorola, Nokia), the increasingly Web-focused broadband players (TiVo, SBC, Dish Network) who are circumventing cable and record companies with direct-from-Web downloads to personal video recorders, and micro-content creators (exercise left to the reader.) Add together this loosely-coupled group of companies and their aggregated market caps, and today's price per share for Google starts to look like a bargain. [The G-spot - News - ZDNet]

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