Android Netbooks coming in 2010
“Google starts cutting products and services - This is a bit of the same wish as the last one. But very different in some other ways. Google can do almost anything they put their mind to because they have the engineering resources, the infrastructure, the balance sheet, and the huge revenue stream to support it. But that doesn't mean they should try to do everything. As a shareholder, as a VC active in the internet market sector, and as a fan of the company, I think Google needs to "rationalize" their business in 2009. I don't know how much cost they could cut if they really tried to get serious about a Jack Welch/GE style business unit analysis, but I know it would be significant. I wish they'd pick five to ten businesses they want to be number one or two in and invest heavily in them and forget about everything else.”
I was optimistic that Linux would hit the desktop market hard – but that turned out quite difficult. Believing that Google can penetrate the netbook market with a mobile operating system seems skittish. Let’s see how it goes with the ‘G’ phone first.
