Google Paints Bullseye on Microsoft; I Eat Crow

It has been obvious for some time that my theory of a year ago–that Google and Microsoft weren’t really going to go to war with each other (because Microsoft had already lost the web game and because Google wasn’t going to be stupid enough to take aim at Microsoft’s crown jewels)–was wrong.  I was right …

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Google Spreadsheet and Google’s Microsoft Obsession

Let me first eat some crow about arguing last year that Google and Microsoft were not going to go to war with each other because, except for the MSN crossover, they were in different businesses.  They are in different businesses, and I still think it would be a disaster for Google to compete directly with Microsoft …

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Microsoft to Buy eBay? Bold… But Futile

he NY Post reports that Microsoft and eBay have been having merger discussions, and that, ironically, the talks have cooled of late because lawyers are concerned about anti-trust issues.  Suffice it to say that if such a deal were blocked because of monopoly concerns, regulators would merely be demonstrating an astounding inability to grasp current market dynamics. …

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Google/Microsoft: Careful What You Whine For

One of many smart comments/links to the last post re MSN’s deterioration concerned the default search setting for the forthcoming IE 7.0.  As the NYT details, Microsoft is embedding a search window in the browser header of 7.0 with MSN as the default search engine (or “Live” or whatever the Microsoft engine is or will be).  Google, meanwhile, …

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MSN: Another Quarter Closer To Irrelevant

As shown by yesterday’s numbers, MSN’s financial performance continues to deteriorate.  With each passing quarter, in my opinion, the chance that the division will ever mount a serious challenge to Google and Yahoo in search (or any web business) gets slimmer and slimmer. MSN advertising revenue rose only 7% y/y, a deceleration from December’s mediocre …

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Google-Writely To Kill Microsoft? No.

Yes, I am being forced to evolve my belief that Google would never be so dumb as to compete with Microsoft’s core business.  I continue to believe–and I think the purchase of Upstartle bears this out–that Google is smart enough not try to take down Redmond by persuading corporations to switch to Open Office.  But …

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