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Why Arrington is Wrong about Yahoo!-Google Deal
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| 3. The real source of my argument for this position, which you linked to in
| your piece, but I'll point to again here, is that Web 2.0, the internet
| operating system we're building, is much bigger than search. Search is an
| incredibly powerful subsystem of that OS, but it is just a subsystem. There
| is lots of competition across the system as a whole, and we're a LONG way
| from the concentration of power that represents monopoly when we take that
| into consideration.
|
| 4. The landscape is changing so fast. To take only one axis, consider mobile.
| Google doesn't dominate mobile/local search. That's a whole new game....
| Again, there's lots of competition.
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http://radar.oreilly.com/archives/2008/06/why-arrington-is-wrong-about-y.html
Most Web browsers are still eating Microsoft's lunch.
How Firefox Outran the Hounds
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| Firefox has risen from humble beginnings -- it was assembled from the scraps
| left over when Netscape was left for dead -- to become a real thorn in the
| side of Microsoft. Now, as it prepares to go live with its third version, the
| open source project's leadership promises more innovation.
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http://www.linuxinsider.com/rsstory/63407.html
Recent:
Microsoft needs system to fix Vista (and itself)
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| Meanwhile, another technology called "virtualization," which allows multiple
| operating systems to run simultaneously on one PC or server, is diminishing
| the importance of products like Vista and raises questions about its
| future. "What is an operating system and what role should it serve?" asks
| Whitehouse. "The OS was originally intended as an abstraction layer between
| software applications and the computer's hardware. But with the new
| abstraction layer between the hardware and the OS provided by virtualization
| and products like Adobe's AIR that sit between the OS and desktop software
| applications, the role the operating system once played is becoming
| increasingly diminished."
|
| [...]
|
| Despite these new developments, Microsoft finds itself at a crossroads,
| according to legal studies and business ethics professor Kevin Werbach.
|
| "The platform for most uses of PCs today is the Internet, not Windows.
| Windows plays an important role in the ecosystem, but it's not the center of
| the world in the way it used to be. ... Microsoft needs to decide whether it
| cares more about the next 5 to 10 years, or the 20 years after that."
|
| [...]
|
| At a conference on April 7, Gartner analysts Michael Silver and Neil McDonald
| argued that Windows is collapsing under its own weight and suggested that it
| change radically to become lighter and modular so that customers only have to
| use features they need. For Microsoft, its ecosystem and its customers, "the
| situation is untenable," the two analysts stated.
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http://www.delawareonline.com/apps/pbcs.dll/article?AID=/20080526/BUSINESS/805260302/1003
Is Microsoft Aura Fading?
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| Yesterday's early relief rally reversed, and Microsoft's value has now fallen
| by more than $30 billion since it unveiled its bid for Yahoo on February 1.
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http://online.wsj.com/article/SB121004447596669953.html?mod=googlenews_wsj
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