Joe Nocera of the New York Times writes that Microsoft is really a tired competitor. Not sure I agree that Microsoft doesn’t have the weaponry – under the right battle plan I think that they can compete and surpass Google. What I am sure of is that Microsoft will not “kill” Google. Nevertheless, Google isn’t Netscape.
Although there are many differences between Google and Netscape, the big difference is that Google is a multifaceted cash producing machine and Netscape was a one trick poney – the browser. Netscape was an easy target for Microsoft at that time. Today, Microsoft is fighting a different competitor. Google has great cash flow and control of the most coveted market – online advertising. This fight for Microsoft is to the death. Microsoft is the underdog not Google. A case can be made that Microsoft is the Netscape and Google the old Microsoft – the tables are turned. It’s going to get bloody.
As I mentioned yesterday Microsoft is officially waging “War” against Google, Microsoft needs Yahoo. Why? Two reasons: it’s search position and it’s user base of registered users. The rest of Yahoo will fall into a product group or get ‘whacked’. If this buyout goes down in Microsoft’s favor , then there will be a ‘ton’ of collateral damage at Yahoo.