NEW YORK (TheStreet) -- In the 1993 made-for-HBO movie "Barbarians at the Gate" there is ascene in which Kohlberg Kravis Roberts & Co.'s Henry Kravis is being asked by his business partner George Roberts what to do about being rebuffed by RJRNabisco's CEO Ross Johnson regarding taking part in the largest leveraged buyout to date. Kravis responds chillingly in one word: "Napalm."That aggressive declaration of war may just as well have applied to Google's ( GOOG) declaration of war on Amazon ( AMZN), Microsoft ( MSFT) and Apple ( AAPL) deliveredat its annual i/o conference last week. Google has as vast anarray products and services as any of its main competitors, and it isnow gunning aggressively in almost all directions -- simultaneously.
I wrote about these Google glasses before, on April 9 and I was very positive about one particular killer app I had in mind. As much as I enjoyed the skydiving stunt from alive entertainment perspective -- who wouldn't? -- it wasn't necessary.But it got the whole world talking about it.
With Google having so many other things to introduce, focusing on theskydiving stunt was a little bit like following General Patton aroundnear Dover, England, in the late Spring of 1944: Entertaining, butyou'd be barking up the wrong tree. D-Day is happening somewhereelse.
That's not to say that the Asus Nexus 7 covers all the bases. At 7inches, it's obviously not a direct competitor to the iPad, but ratherprimarily to Samsung, Amazon and the BlackBerry PlayBook. It only comes with one camera, dedicated to videoconferencing, and it lacks cellular data connectivity.
Fear not, however, as we surely will soon see many other Android 4.1tablets from multiple hardware vendors sporting larger screen sizes,more cameras, and cellular data connectivity. Lest I fail to mentionthe obvious, but how about Google-owned Motorola releasing multipletablets ranging from 7 to 12 inches later this year?
Speaking of Motorola, it was as absent from Google's presentations asa 1930s version of a picture of Lenin containing a nearby Trotsky.Google closed its largest acquisition to date by far, whether measuredby price, sales or number of employees -- and not a single wordmentioning even the name Motorola. This worries me as a shareholder.
Suffice it to say that I don't see that it offers any meaningfuladvantage over the competition that makes me want to pay $300 for it.Unless it obtains a software upgrade that dramatically improves thevalue proposition, it will fail.
I can't emphasize Google's cloud computing efforts enough. Manycompanies including Microsoft, Apple and Amazon should be runningscared. They may try to match Google in this area, but they riskpunctuating their own profit models in the process.
As just one example, Google showed how to map DNA in a fraction of asecond using 600,000 CPU cores. Who knows how many years such acalculation used to take in the past? We tend to be impressed whenthe incumbent computing companies expand from one core, to two, fourand six. This demo was 600,000 cores.
The phrase "orders ofmagnitude" is often over-used, but not in this case: How about 100,000times? Over the next couple of years, this dramatic Google capabilityis likely to change the computing landscape more than any other factorin the history of technology.