This Forbes piece, authored by journalist Chris Morris, argues that Google may be considering becoming a games publisher.
In a nuthshell:
While most videogame makers rely heavily on brick and mortar retailers to drive sales (something Google isn’t currently set up for), digital delivery is a rapidly growing industry. Valve Software has seen success with its Steam delivery system. And Electronic Arts (nasdaq: ERTS – news – people ) has been pushing its online store more heavily in recent months. The money’s not as good, but the growth potential is significant. And Google has the bankroll to wait for the growth to come.
“Given all the employees they have and the company’s policy of encouraging side projects, I would be very surprised if there wasn’t somebody in Google who’s not approaching [gaming] as an opportunity,” [Colin] Sebastian says. “Of course, there are a number of hurdles that have to be cleared before it reaches the outside world.”
More guesswork through the link.