Why Google's Network Will Kill Node Computing
,----[ Quote ]
| Node technology is already inferior to network computing. In not too
| many years, most node computing technology will also be rendered
| totally obsolete by the coalescing network computer. People will
| still use their node computers, but it will become a popular hobby
| like making your own beer, or repairing your own car. Maybe it is
| time for the stock market to assign a more accurate risk premium
| to the node computing companies given the near certain likelihood
| of an eventual meltdown in Nodeville.
`----
http://biz.yahoo.com/seekingalpha/070108/23709_id.html?.v=1
Related:
Winner-Take-All: Google and the Third Age of Computing
,----[ Quote ]
| To paraphrase an old comment about IBM, made during its 30 year
| dominance of the enterprise mainframe market, Google is not your
| competition, Google is the environment. Online businesses which
| struggle against this new reality will pay opportunity costs both
| in online advertising revenue as well as product success.
`----
http://www.skrenta.com/2007/01/winnertakeall_google_and_the_t.html
Analyst: Google to hit $630 a share in 07
,----[ Quote ]
| A year after people wondered whether Wall St had taken leave of its
| senses by over-valuing Google, the analysts are back with more
| fantastic predictions.
|
| Piper Jaffray's Safa Rashtchy has again pumped up his target pricef
| or Google stock, to $630 from $600 for 2007, while projecting
| earnings coming in at $16.59 a share.
`----
http://www.theregister.co.uk/2007/01/05/google_share_price/
Google-Mart: Sam Walton Taught Google More About How to Dominate the Internet
Than Microsoft Ever Did
,----[ Quote ]
| Google's strengths are searching, development of Open Source
| Internet services, and running clusters of tens of thousands of
| servers. Notice on this list there is nothing about operating systems.
| There are many rumors about Google doing an operating system to compete
| with Microsoft. I'm not saying they aren't doing that (I simply don't
| know), but I AM saying it would not be a good idea, because it doesn't
| play to any of the company's traditional strengths.
`----
http://www.pbs.org/cringely/pulpit/2005/pulpit_20051117_000873.html
Google 'looking to buy' Microsoft Office clone
,----[ Quote ]
| Google is hoping to launch an office software suite that mimics
| Microsoft Office, according to the developer of the software.
`----
http://www.vnunet.com/vnunet/news/2170714/google-wants-office-suite
Will Berkowitz keep Windows Live?
,----[ Quote ]
| At the risk of moving this article over to the opinion blog, many
| of the problems Berkowitz faces were caused not by too much focus
| on technical wizardry, but by a lack of clear direction, both fo
| MSN and for Windows Live.
`----
http://www.liveside.net/blogs/main/archive/2006/12/10/ny-times-will-berkowitz-keep-windows-live.aspx
Sources: Several Windows Live Projects Halted
,----[ Quote ]
| Microsoft's Windows Live desktop search project has been
| shelved "indefinitely," although not much reasoning has been
| given as to the reason for its demise.
`----
http://www.betanews.com/article/Sources_Several_Windows_Live_Projects_Halted/1163715423
Ozzie: Vista, Office must adapt to Web era
,----[ Quote ]
| Ozzie said that the transition to integrate online services into Microsoft
| products has been a challenge but that changes within the company are
| happening.
`----
http://news.zdnet.com/2100-9588_22-6133895.html
Will Web 2.0 ultimately kill Windows?
,----[ Quote ]
| Allchin shared his thoughts on Windows Live (which, along with Windows and
| developer tools also falls under his organization); competition with Google
| and Apple; and why a client-based version of Windows won?t ever completely
| disappear, regardless of how successful Web services become.
`----
http://blogs.zdnet.com/microsoft/?p=66
MSN Still Going Nowhere Fast
,----[ Quote ]
| It is worth noting that Microsoft still hasn't made any headway
| in the search-and-portal game and, in fact, is falling farther andf
| arther behind. As a result, it is not surprising that Steve Ballmer
| is now warning media companies that Google is the Evil Empire --
| because no other competitive tactic has worked.
`----
http://biz.yahoo.com/seekingalpha/061116/20767_id.html?.v=1
Can Google trump Microsoft?
,----[ Quote ]
| Google's "frontal assault" to Microsoft Office is Google Apps
| Enterprise Edition and Google is indeed waging warfare against Microsoft.
`----
http://blogs.zdnet.com/micro-markets/index.php?p=697
November 25 - Microsoft Dies
,----[ Quote ]
| This is the day. The demise of Microsoft. The day of reckoning has
| come at last. Friday 23rd November 2006. Google had seen it's profits
| soar massively. Microsoft on the other hand have had an awful year.
| Low profits, internal scandals, a lowered reputation and a lowered
| customer satisfaction rate have left the company in tatters.
`----
http://globa-tech.blogspot.com/2006/11/november-25-microsoft-dies.html
Desperate Acts (of Microsoft)
,----[ Quote ]
| Microsoft is expected to spend $650 million next year to let the world
| know it has a shiny new search service and Web advertising network.
| That money is more than double the amount Microsoft will spend rolling
| out Vista, the new operating system that will contribute vastly more to
| its revenues.
|
| Microsoft's two-year catch-up effort in search has yielded only
| middling results. This year it dropped from 11% to 9% of all searches.
| Google handled 61% of the 204 billion searches worldwide in the past1
| 2 months.
|
| "We're late to the game. We admit it," confesses a full-page Microsoft
| ad in national papers, begging the world to try out its new Live
| search service. You almost want to hand Chief Executive Steven Ballmer
| a cup of cocoa.
|
| [...]
|
| Think of this fight as determining a few decabillion dollars of market
| value circa 2010. The current figures are $147 billion for Google and $284
| billion for Microsoft.
`----
http://www.forbes.com/forbes/2006/1127/044a_print.html
Google, Ask Gain Search Share; Yahoo, Microsoft Lose Ground
http://biz.yahoo.com/seekingalpha/061020/18896_id.html?.v=1
Google vs. Microsoft Market Cap Game
,----[ Quote ]
| Interesting seeing how Google's market capitalization has chased
| Microsoft's since Google's IPO. We have seemingly plateaued at a
| little under 60% for a year now, but any takers on bets with
| respect to how long that holds?
`----
http://paul.kedrosky.com/archives/2006/11/21/google_vs_micro.html
ComScore: Google Leads Again In Search
,----[ Quote ]
| Yahoo reversed a slide that lowered them to 28.1 percent in September.
| They gained slightly to 28.2 in October. Microsoft gave up 0.2 percent
| to decline to 11.7 percent, after falling 0.6 percent in September to
| 11.9.
`----
http://www.webpronews.com/topnews/topnews/wpn-60-20061120ComScoreGoogleLeadsAgainInSearch.html
|
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