Google vs Microsoft
In his column of November 3, 2005,
Robert Cringely
hits the nail on the head when commenting on the
Google vs Microsoft battle. First he gets Google
exactly right when he says:
Google's core expertise isn't so much searching or advertising
as it is the creative clustering of cheap computers.
The he gets Microsoft exactly right when he says:
The big question for Microsoft is whether they can compete in
this new market without having to cheat? I don't think they
can. Putting it simpler, since all cheating isn't illegal,
can Microsoft really implement Windows Live and Office Live
without breaking the law? I think they CAN, but I doubt if
they WILL. I think that in Redmond the stakes will ultimately
be perceived as too high not to cheat. Or maybe they simply
don't know how to play fair. Either way, expect trouble.
All the financial analysts covering technology stocks, for example
Mad Money's Jim Cramer,
who keep recommending the stock of both companies
do not have a clue about either of these points.
Posted by mjm at
05:39 PM
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