Phil,
I don't think that an IPO will negatively effect Google. There will be some changes and which need to get done prior to the IPO.
1- The IPO dollars should assist them in creating newer technologies to take them to next level.
They don't care about us, they don't care who is #1, #2 or #6. Positioning is free. Many don't notice this but the reality is that the page ranking system is an indirect way of offsetting marketing dollars while building and increasing stickiness from the industry. ( if a
PR system is important to the experts, then the amateurs will bite into theory)
It's like a game. It's competitive and Google knows that it has a tremendous correlation between your
PR and your gross revenue dollars.
2- Due to their marketshare, they were able to shake the tree. In fact, don't overlook the fact that this "Florida" round was intentional from the revenue perspective. I'm pretty sure they have CLEAR financial goals to meet for 4Q 2003. From IPO preparation perspective, this liitle "Florida" bump generated HUGE DOLLARS since it was held within the 90 day PRE-christmas timetable. Most web sites had their christmas marketing plans, budgets and inventories in place. The "Florida" curveball forced many to spend more dollars with Google. If you were #1 in your category and then disappeared to #210 - You had to spend your dollars on Google because your inventory was in place for X amount of sales = all driven by your once held #1 position. While this is going on, Google generated new dollars in order to close its figures for 4Q 2003 and show double digit increases year over year.
3- How many companies can afford to test and know that the test will clean the abuse of cloning sites and make MUCHO $$$.
4- The recent "Florida" shake up didn't negatively effect everybody. From what we all hear, the biggest complaints came from the
SEO field. Their business and future bookings were in jeopardy. They could have possibly lost an extensive amount of clients. Their clients don't understand
SEO, so they depend on the
SEO / webmasters to deliver = Especially for Christmas.
5- Phil, you said "There has been plenty of talk about how much "Florida" has messed up search results, I have experienced it myself."
Not everybody. Some people CRIED and said "JUSTICE".
6- Relevancy will probably just drop a bit. Google understands that their relevancy has made them who they are. The relevancy model and its success is the reason why people will buy shares. Since we expect other players like MSN and Yahoo to reposition themsleves - this is no time to slip on relevancy.
What we will see is a model with enhanced services. A good example is Yahoo's DSL deal with SBC.