Nov
4
Google and Microsoft
November 4, 2005 | Leave a Comment
I was thinking further on Microsoft’s basic strategy, and how it pertains to Google. A thought struck me: if I were running Google, what would I do about MS? Direct competiton is probably unwise. You have cash, but you also know Microsoft will throw money at a problem until it goes away. So what’s the [...]
Nov
3
Microsoft’s Core Strategy
November 3, 2005 | Leave a Comment
InformationWeek misses the point:
Microsoft and its cheerleaders are all running around giving each other high-fives and throwing their hands up in the air and shouting “Hooray for us!” following the announcement of the company’s Live initiative. But what, exactly, are they congratulating themselves for? So far, the Live initiative is a big ol’ bucket of [...]
Nov
3
The Empire Strikes Back
November 3, 2005 | Leave a Comment
Yesterday, Microsoft rolled out its new Windows Live and Office Live services. In a somewhat less-widely noticed move, they also began a move into the VoIP market.
The Windows Live announcement was clumsy, as far as many observers were concerned. I agree–it’s not at all clear to me right now what Microsoft thinks these services [...]