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-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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Microsoft’s Long, Slow Slide Into Web Irrelevance

The only thing I disagree with in John Battelle’s write-up on Microsoft’s “Live Search” strategy and continued slog toward web oblivion is that “it’s too early to pass ‘final judgment’ on the strategy.”  (Battelle is actually quoting Gartner’s David Smith here). I agree that the “Live” brand is confusing and that Microsoft has not clearly explained what …

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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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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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Microsoft To Buy (Swallow) Yahoo…Again? Please, God, No.

The New York Post reports that Microsoft is urgently trying to buy Yahoo again, in part because it’s sick of losing deals to Google (and, no doubt, sick of losing to Google, and Yahoo, and AOL, et al…). Would it be a smart strategic move for Microsoft and Yahoo to combine forces?  Absolutely.  Is the best way to do this …

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Rumor of the Day: Microsoft for Facebook for $6 Billion

No, of course we can’t confirm it.  But it makes sense, don’t you think?  Steve Ballmer, desperate and furious, sick of sucking wind in the Internet game, sick of losing every Internet in-play company and much of the future to You Know Who, sick of feeling like a has-been also-ran, raiding the bank account and …

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