Originally Posted by Granmastak
Ad space with searches is sold on any platform with google search ... No? I gather you're saying the android thing is offering them more space. Probably but I think they had bigger plans for android.
Well, the mobile space is expected to be the dominant Internet platform as time goes by. Yeah, it's more ad space. Dumb phones will eventually become smart phones (and smart phones will become super smart phones etc.)
With Android, it's a Google-gated space, not a Microsoft one. With MS dominant on PCs, there's always a threat that MS can leverage their Windows monopoly to push Google out in favor of Bing and MS advertising or some other party.
Not sure about fragmentation being irrelevant. If not all android devices can upgrade each cycle they may lose functionality with their ad space capabilities, not to mention their marketplace with apps will have to compete with the likes of Amazon.
Irrelevant is hyperbolic, but perhaps it's more "not that important" to Google. For Google, it's all about getting people to use the Internet and getting people to see ads. I don't see how fragmentation hurts that. I don't see how Amazon hurts that. It's only when you start seeing people stop using Google search, stop using Google advertising services, and the like where Google will start to worry.