I don't have an expert opinion on this but the idea that Google is too diabolically clever to ever make a mistake or pursue a dead end strategy is ridiculous. 10 years ago it was Microsoft and Yahoo who could do no wrong and would soon take over the entire world. As companies become bigger and require more market share to keep their growth rates high enough to please the markets they have a tendency to overreach. Market share and revenue growth do not always equal long term profitability.
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