Most of the more than 17,000 investors who've rated Google
" 'Organizing the worlds information' is the most profitable activity to pursue on the Internet," wrote Fool ballengerm in pitching the stock last week. "Out of all the worlds large web-based companies, [Google] is the most correctly focused."
Focus is certainly part of it, but volume plays a role, too. Google is grabbing more data than ever thanks to a digital tidal wave called Chrome. Have a look:
Washing onto Redmond's shores
See the pattern? Not only has Chrome narrowed the gap with Microsoft
Don't be surprised if Chrome stays hungry for a while. We know from the revenue growth rates of service providers such as salesforce.com
Presuming this trend continues and users get more accustomed to using a Web page as a software interface, browsers that best replicate the desktop experience via standards such as HTML5 -- and do so while integrating with common services such as email -- will win users. Chrome and Gmail are already among the best in these areas. It's only a matter of time before market share data reflect this reality.
Do you agree? Disagree? Please weigh in using the comments box below. You can also keep tabs on the cloud-computing movement by adding any of these stocks to your Foolish watchlist:
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He owned shares of Google at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
The Motley Fool owns shares of Google and Microsoft. Motley Fool newsletter services have recommended buying shares of salesforce.com, Google, and Microsoft. Motley Fool newsletter services have recommended creating a bull call spread position in Microsoft. Motley Fool newsletter services have recommended shorting salesforce.com. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.