
Google sacks Microsoft on every down
April 5, 2007Google’s strategy is stuff of Microsoft lore – cutting off Oxygen to rivals and every move is anticipated and countered.
First Google outmanouvered Microsoft for a deal with AOL and then they outdealt Microsoft for a deal with MySpace.
Microsoft, in full panic mode, forces a deal with Facebook.
While Microsoft was twiddling their collective thumbs considering an acquisition, Google increased its footprint by acquiring YouTube.
What’s left? TellMe. Microsoft tells us it’s in an effort to go after “mobile voice search“. Okay.
Days after WSJ reports that Microsoft wants to get serious with the online ad market by buying DoubleClick, Google crashes the party.
While that’s brewing, Google continues extending its reach to in-game advertising, satellite ad auctions, and cable ad deals.
It appears that Microsoft has finally realized that as a mature firm, the future growth is elsewhere. It is stealing a page from Larry Ellison’s playbook and is going into full acquisition mode, but the problem is that Google is moving faster and not giving up an inch. This has to be totally suffocating for Microsoft.
One has to wonder how many chairs are suffering at Redmond. So which one will disappear first: Microsoft’s $29 billion in cash or Steve Ballmer (or the chairs)?
Google is definantly beating Microsoft. But Google is only beating Microsoft at Google’s game. Microsoft continues to dominate the software market. There are constant rumors about what Google is going to do to take the software market away from Microsoft, but if Google shifts its focus to try to play Microsoft’s game the door will be open for Microsoft to dominate Google.
Jake,
Presumably that is true for the short-term. While Google will (probably) never challenge Microsoft in the OS market, they are already placing bets on the online office automation space. I guess the question is if Google can parlay their online ad/search dominance into other areas. Assuming that in next five years enterprises become comfortable with always-on infrastructure, Google (and/or others) might find a way to challenge Microsoft in the office automation market too because of cost/tco advantages and recognized standards. Microsoft may able to hang on by lowering its prices, but that does not bode well for margins.
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Google right now seems to be the tech darling, but with the dot com bust still in the hind site, there staggering and unsustainable growth rate is some what overwhelming.