castanyes blaves
Random ramblings about some random stuff, and things; but more stuff than things -- all in a mesmerizing and kaleidoscopic soapbox-like flow of words.11/20/2005
Microsoft's core businesses are slowing down. Google could become a major threat to Microsoft. What harm could Google cause Microsoft? Microsoft's greatest business vulnerability is Office. If a competitive product (or service) hit the market it could further dilute Microsoft's earnings since they'd have to lower Office prices to compete. Another great threat is Google could become an organizing influence in the Open Source world. They could guide the Open Source community and it could become a greater threat to Microsoft.
If I were Microsoft and afraid of Google, I think I'd try to figure out what they are going to do and how. These Microsoft memos look like a plan to do the same thing Microsoft "thinks" Google will be doing. By publically stating their plans and putting those plans in the hands of Wall Street, Microsoft is giving the perception they are doing the same things as Google, so Microsoft will be as good an investment as Google.
But what if Google isn't doing what Microsoft thinks it is? I personally think Google's plan is bigger than Microsoft can even imagine, and Microsoft tends to think big. I'll explain this next week.
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