Monday, February 19, 2007

Microsoft Vs. Google

I read an interesting article this morning on TheStreet.com. In "Vista Makes Run at Google" by Vishesh Kumar, we are told how Microsoft will (hasn't happened yet) be eating away market share from Google in the online search market.

How will they do that? Just like they did every other time a competitor came out with a technically superior product: They're going to bundle up their own inferior product with their operating system. This strategy has worked in the past (ie: Explorer vs. Netscape), but look at what is going on now in the browser business: FireFox is eating away Internet Explorer's market share, (12% to 86%).
I think what the author is missing is user awareness. After a couple of decades of Microsoft product the public is finally turning an objective eye on Microsoft's product and noticing the flaws.

I also believe he is totally underestimating the momentum Apple is currently carrying. Even if Microsoft does find a way to send more Vista users to Live, the effort will be annulled by the fact that more and more users are switching to Apple, and who sits, on Apple's board, with Al Gore? Google CEO Eric Schmidt.

All of this is understandable if you read more of this author's articles about Google. He sees every new venture Google gets in as a recipe for disaster, and always points out negatives. If I didn't know any better I would say he's being paid by Microsoft to create negative publicity about Google. He is most likely just disgusted by Google's incredible success with for only mission to organize the world's information and make it universally accessible and useful.
It must be tough, for any analyst, to be positive about a company that doesn't hold it's shareholder's interest as their only reason to do business.

No comments: