An article by a senior editor of FORTUNE magazine published today indicates that Google will stumble in 2006 as per "what goes up must come down" philosophy. But on a serious note he explains why Yahoo's expansion of search will hurt Google.
He also has the following tech predictions for 2006:
• TV viewing on cell phones will become routine--everywhere, that is, but in the U.S. It won't become possible here for most users until 2007.
• AMD keeps kicking Intel's butt. AMD CEO Hector Ruiz told me this week that the company will announce its next big fabrication plant by next summer, earlier than most had expected. Another giant state-of-the art factory (it only has one now) could help AMD better compete with Intel.
• Microsoft's big software launches next year—the Vista operating system and the next version of Office--won't generate much excitement. Remember a decade ago how people queued up at stores to get Windows 95? Those days are over. Even Microsoft acknowledges that software is shifting away from desktop applications towards web-based ones.
• Cisco may be the big-company investment of the year. This company's stock has flat-lined for 18 months, but every single trend that matters involves more bits flowing through more Internet-protocol pipes. As video online—the most data-intensive web application of all—becomes more pervasive, bit traffic will grow. Cisco remains so dominant in the business of building Internet-protocol infrastructure that its earnings growth could wow investors in 2006. Juniper, another network equipment manufacturer, won't do badly either.
Read more
He also has the following tech predictions for 2006:
• TV viewing on cell phones will become routine--everywhere, that is, but in the U.S. It won't become possible here for most users until 2007.
• AMD keeps kicking Intel's butt. AMD CEO Hector Ruiz told me this week that the company will announce its next big fabrication plant by next summer, earlier than most had expected. Another giant state-of-the art factory (it only has one now) could help AMD better compete with Intel.
• Microsoft's big software launches next year—the Vista operating system and the next version of Office--won't generate much excitement. Remember a decade ago how people queued up at stores to get Windows 95? Those days are over. Even Microsoft acknowledges that software is shifting away from desktop applications towards web-based ones.
• Cisco may be the big-company investment of the year. This company's stock has flat-lined for 18 months, but every single trend that matters involves more bits flowing through more Internet-protocol pipes. As video online—the most data-intensive web application of all—becomes more pervasive, bit traffic will grow. Cisco remains so dominant in the business of building Internet-protocol infrastructure that its earnings growth could wow investors in 2006. Juniper, another network equipment manufacturer, won't do badly either.
Read more
