Google getting in to the Security arena
From May 30th on SearchSecurity:
The search engine giant announced this week it has acquired Mountain View, Calif.-based security firm GreenBorder Technologies Inc., which specializes in sandbox technology to defend email and Web users from malware.
I’m not sure what to think here.
Since Google appears to be making headway in the client tools arena, it might be good that it wants to protect users from malware.
But the “I’m an investor” side of me makes me think, “deworsification” - a term I believe is attributed to Peter Lynch.
The idea is that many large companies start out really smart, with a focus on one really good idea or product.
Once that starts doing well, the company gets a little bigger, and they start to diversify. In most cases, this is bad both for the company and for its investors… Hence, the diversification is really deworsification…
As an investor in Google, I’d be worried unless Google comes out with a really solid, highly visible, easy to understand vision for where they are going.
This vision is something Microsoft has mastered, but I’ll never own Microsoft stock again. I should leave emotions out of it, but I feel like buying stock in Microsoft is condoning their horrible business practices…
Bill Gross