Lots of blogging on Google versus Microsoft

28 Sep 2005|Leigh Marinner

There have been a flurry of conversations about whether Google is supplanting Windows as a consumer PC platform. Some of the interesting blogs are:

The Web is on an equal footing with Windows for Microsoft now. From Read/WriteWeb.

From OSNews.com. Maybe they are on a collision course, but the scenario, you need to see fleshed out a bit, to believe it would have to specify what is going to happen to revenues. If you’re MS planners, you’re looking first at OS revenues, which are closely tied to PC shipments. Now, do you believe that Google is going to affect the number of PCs shipped?

THIS MISSES THE RISK THAT CONSUMERS MAY IDENTIFY WITH GOOGLE MORE THAN WINDOWS AND TURN TO GOOGLE FIRST, BRINGING AD REVENUE WITH THEM. IT’S NOT JUST OS SHIPMENTS THAT ARE IMPORTANT. CONSUMERS ARE A HUGE MARKET AND THEY NOW IDENTIFY MORE WITH THE WEB AND THEIR MOBILE DEVICES, THAN WITH THE PC. THAT COULD MAKE GOOGLE THEIR FIRST CHOICE FOR PAID SERVICES AND COULD MAKE A WINDOWS CONNECTION TO MOBILE DEVICES LESS MEANINGFUL.

From Slashdot. I’d wager we have a while to wait before the Web-as-platform paradigm really takes off.

Google’s [supposed] threat to Microsoft. The Ross Report.

In his book, which is available in electronic PDF form only, Stephen Arnold concludes that “Google is setting itself up to be an application delivery system for any type of device.” From a CNETnews.com article.

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