I have said this before somewhere, but Google as the new MSFT has the classic MSFT problem - die if you do, die if you don't. They are a cash machine, which, s

I have said this before somewhere, but Google as the new MSFT has the classic MSFT problem - die if you do, die if you don't. They are a cash machine, which, sitting idle in the bank will invite ire from investors. If they invest in something, they will still get hell, since, there is a valuation bubble and anything worth picking up will wind up with them overpaying for it. In Google's case there is little that they can pick up in their core domain - they already slurp up most of the decent emerging talent related to search even as their dissertations are being drafted. The online domain has very few companies that even justify a billion dollar valuation even in adjacent domains that Google makes its living off. p.s: I'd love to have this problem.