MSFT versus GOOG - there's a big gap

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Countering Google

At the current rate of Google?s revenue growth, 7 per cent, it would take it more than 3 years to reach Microsoft?s current quarterly revenue.

The above is true if you assume MS will have no growth over the next 3 years. I don't think that will be the case. Further, I believe MS can significantly disrupt Google's growth by disrupting the growth and importance of the browser. I believe MS can do this by encouraging the development of several competing platforms. These include readers for books, newspapers, magazines, and platforms for audio, and video content. I think all MS has to do is make the case that in as much as businesses of all types make money by creating various walls (branding, physical, standards) most companies will do better if they create walls against the value sucking influence of the browser - which Google basks in and thrives.

Going after Google with Bing is all nice and good for MS, but disrupting the browser would shake Google at its core, and stave off the threat of the browser to its own desktop business, as well as a slew of other businesses - from newspapers to OEMs contending with profit shrinking netbooks.

Posted by: P. Douglas   Posted on: 10/23/09 You are currently: a Guest | Members login | Terms of Use

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