HB recently wrote a pretty compelling summary of the relative size of Google, both in terms of market cap and share of the ad market. Eye opening, to say the least: Welcome To The Googleconomy.
Those who have been viewing the gPhone-Android-OHA developments of late as a Symbian rehash or a non-event should look at Google’s position in the overall advertising market. It’s amazing to me that when a company that makes its money in advertising (and not just any company) leads the launch of a new mobile platform, so much of the discussion remains around software platform and applications.