Google can't survive on search alone

c|nets George Colony says...
It will all feel very familiar: overexcited investment bankers pumping air into the offering; a gullible, breathless press; cheering venture capitalists led by the Teflon-like Kleiner Perkins Caufield & Byers; and thousands of actual users of the technology that will tee up their broker to get a piece of the "new eBay."

while Jack Scofield says
Googlescape: Are we headed for Bubble II?
"Google is a step in the long march to better search. Yes, Google's scheme yields fantastic results. But the Web is inexorably dynamic. During the next five years, it will move from containing primarily file-based content (HTML pages) to containing more executable content (e.g., online gaming or new structure imposed by Web services such as XML). When that happens, the usefulness of link-based search will wane. Simply stated, Google is very much of the times, with no advantage in the more structured, executable Internet that lies ahead."

via onlineblog