Traffic at uTube.com recently jumped more than 440%. The website is operated by Universal Tube & Rollform Equipment Corporation a company that “specializes in buying and selling used tube mills, used pipe mills and used rollforming machines”.
On Microsoft
Microsoft is a difficult situation for me to evaluate. I think the company still has a lot of growth ahead in some areas. But, that depends on where management wants to take it.
There are three core businesses that are already well developed: Windows, Office, and Servers.
The moat in the first two are wide. The Windows moat is huge.
The business model in operating systems is great. You keep upgrading every few years; the hardware needn’t progress for you to find thin…
Comparing Google’s Search Franchise To Mccormick’s Spice Franchise
Google has a competitive advantage. In fact, one might even say it has a franchise in web search. I wouldnt say that. I mean, Google does have a franchise; but, it doesnt have a monopoly on web search and never will. There are real problems with Googles model that are often overlooked. It does a poor job of finding certain sites that are difficult to describe in keywords. For this reason, there may still be a market for web search in the form of specialized niche directori…