Google Ecosystem

Good stuff.
Contrast G's model of living within the web, with MuSoft's "we must dominate".
One is soft, co-operative, the other is Imperial.

Bear Stearns Upgrades Google:

"Bear Stearns lauded a self-reinforcing 'Google ecosystem' that should allow the Internet behemoth to grow while continually seeding new industries and attendant 'sub-economies.' While the ecosystem bodes well for the future, Bear said the higher price target reflects a one-percentage-point reduction in its estimate of Google's long-term cost of capital and higher revenue estimates."

And the reason behind the AOL deal (very obvious) ... stall MuSoft:
"We think that there is less risk in Google's business model for the following reasons: 1) Our thinking that an ecosystem is developing around Google which could provide a lift in revenues, 2) Google's stronger balance sheet which it will use to ward off competition, 3) multiple product rollouts which should expand Google's revenue potential, 4) Google's continual market share gains, and 5) the fact that AOL is not in the hands of a major competitor," Bear said.