Originally Posted by Dick Applebaum
I was thinking from a broader, more long-term perspective.
Google offers a web OS, a mobile OS, some apps, an app store, some content, some cloud services, and sells mobile devices directly. These are all focused on selling ads -- and I consider it the broader Google ecosystem.
I'm seeing the same things too (especially Google), and that is why I think Google is slowly self-destructing. I don't mean they will go bankrupt, but they will lose growth.
They are an ad company. People are searching less on the desktop, and the ads on mobile devices rarely convert to a sale. Negative growth and lower effectiveness will cause a decline in ad revenue.
Then we have impressions and info collection. Apple is gonna try to cut them off slowly. Think the Maps app and Siri. Apple could so something similar with other Google "services." You also have Facebook. More people will be using apps for info and services, not the browser.
Google wants its own ecosystem to sell ads and apps. But it's a fact that Android users are cheapskates and support free and open stuff. That's their image. This totally does not make sense for Google's business. Imagine trying to sell ads and products in the slumps of a city. No, you want to sell ads and products in Times Square (Apple's ecosystem).
Samsung is doing something good for Samsung, not Google. People just do not perceive other Android products (besides Samsung's) to have a high value, in all regards. They do not invest the time to learn about the different functions and possibilities. They don't even care if they don't have ICS or Jellybean. It is very difficult to sell ads in such an environment and to such an audience.