Google & Imaginary Valuations For Future

Rich Karlgaard thinks that CarisCo's Stahlman makes a plausible case, when he expects Google share to be valued at $2000/share. Outside of selling ads, by repositioning Google as an "open services development platform," which Stahlman believes is the future of enterprise computing. Google, by its configuration of hundreds of thousands of commodity servers into a massive, parallel, virtual supercomputer used for search, has worked out, by intent or accident, the enterprise computer platform of the future.
Google can sell CPU cycles from its computer infrastructure as a development platform and when in future, when Google gets a surplus of its infrastructure, it will sell to the world as a development platform. I am not too sure on this –several on demand players, value added hosting facilities, infrastructure providers, platforms like Amazon, (who I think is clearly ahead to play this game). I wrote earlier that people like Sun have the wherewithal to play well in the emerging utility computing space – it has the breadth and depth to offer full fledged services. As I wrote recently, the view is that storage and hardware vendors shall fight back and stroke CIO’s to insource more with better deals. With discretionary spending coming down, the propensity to take risks may also be less for established enterprises, except in the case of startups - they may see some attraction towards these solutions,atleast in the exploratory stage when the scale and financial outgo are minimal. With growth, people may seek more independence and that coule be seen by having more control through insourcing!! Google has to come out in the open about its plans for spending the money say building its own Internet, online index,along with monetizing models in more specific terms