Now that Forbes has broken the story that google is developing a free turn by turn navi app think about how this changes the valuation. So google will provide a turn by turn navi app, you sign up for the service. You also use g-mail, google is your search page and you use google checkout… a typical user. You want to go from your home to a new restaurant. Google is going to have you "pay" for the "free" navigation app with ads, and you will say "so what"! This is where the do no evil comes into play.

So you're going from home to the restaurant. Google's app is going to calculate the route. The app calculates that you can go down either Elm street or Maple street. Google has 1 client on Elm street and 5 clients on Maple street, which way will the app send you? This form user manipulation is very simple. Next step for google is that they tie your route into your recent searches. If you have been searching for UGG boots on the web the app will calculate that it is better for you to go down Elm street since googles client on ELM is a shoe shop that sells UGG's. The next step is that navigation is tied into your g-mail account. google knows that you bought a coffee maker from Amazon for $79.00 with shipping. On Maple street one of the clients is Bed, Bath & Beyond. As you are a mile away an ad with a coupon for 20% off pops up for that same coffee maker netting the price to $63.75 including tax – and now you see what integrated marketing can deliver. This is the holy grail of marketing and a valuation has not even been fathomed for this type of platform by the financial community.