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Google is The Least Diversified Business In Tech (GOOG, AAPL, MSFT, EBAY)
We love this chart from Dan Frommer at SplatF.
He calls it the “Eggs In One Basket” index, because it charts out the largest source of revenue as a percentage for all the major tech companies. (Profits would be a different story altogether.)
Google gets over 90% of its revenue from one source: Advertising. The next closest is Amazon with product sales. But, Amazon’s product sales are a mix of goods, so it’s not exactly the same as relying on just advertising.
For now, this isn’t a big problem for Google. The online ad market is still growing, and Google can capture a lot of the market. But, if things were to change, or advertising were to slow down, then look out.
What’s incredible about this chart is how diverse Microsoft is from a sales perspective. Its most dominant business group, Office, only accounts for 30% of sales. Read more on the chart from Frommer here →

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Google Quietly Invests Over $100 Million in Zynga, Readying Google Games
Source: http://gizmodo.com/5584118/google-quietly-invests-over-100-million-in-zynga-readying-google-games
Whoa. TechCrunch reports that Google has invested between $100 and $200 million in Zynga, the social gaming behemoth behind Farmville, Mafia Wars, and others, in preparation for the launch of Google Games later this year.
TechCrunch’s “multiple sources” say that Google itself, not its venture capital division Google Ventures, has invested between $100 and $200 million in Zynga, a huge power play presumably with the aim of eroding Facebook’s social media dominance.
It seems that Google sees Zynga as the best way to hit the ground running with Google Games, a social gaming service from the search company that’s set to launch later this year. TechCrunch points to this job opening for “Product Management Leader, Games” at their Mountain View campus as proof that we’ll be seeing a lot more about Google’s move into gaming in the near future.
With Google Me, the company’s purported Facebook killer, continuing to take shape, this major investment in Zynga is just further proof that Google is making a very serious effort to hit Facebook where it hurt, namely, the farms. [TechCrunch]
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