John Batelle comments on Fred's Google/Starbucks post.
I believe he is saying something similar to what I think...
I say their core business is not 'targeting advertising via search and contextual advertising'.
Their core business is momentum.
John calls it simply "leadership."
Everyone claims they are boring because they are ubiquitous, a month or so after everyone oohed over GoogleMaps...
and I really like the compilation of music that Elvis Costello listens to that I just bought at Starbucks.