Morning Folks!!
We know Microsoft does not like Google and we know Apple does not like Google. That really puts Google in a tricky position. Especially when you have billions of dollars involved and at stake. It has been ramping up for a long time but now it is beginning to be noticeable and by 2013 we could have a full out tech war.
I have really given this very little thought but there is no question that there is a boiling point and I think we are at it. I don't know how it will play out. But the battle of titans like this will dominate the next cycle. There will be winners, losers but doubt there will be a surrender.
What makes it even more interesting is Apple does not like Microsoft and Microsoft does not like Apple. Google, they hate everyone equally. And Amazon could be a wild card in all this.
In business, pay close attention to December. It's one of the reasons I take December off. So much to take in. So much happening. So many long term decisions being made.
Even when I had very limited financial means I would always stop working on December 7. Never work the last 3 weeks in December. Now let me define not working. I observe, I think, I ponder, I ask questions, find answers and look ahead to what the next year is going to bring. Let me just state....it won't be boring. December is the month I set course for the following year. This year a bit more difficult as we don't know the tax situation nor the implications going forward. I think that is why you are seeing Apple sell off. That is where the holdings are of many investors and they are grabbing some $$$ before whatever hits, hits.
I realize there are many points of view about the Bing commercial. Just the fact that there are 2 active sides prove it will work. I am still stunned to see Bing/Microsoft go after Google in such an aggressive manner. Like I said the other day, never saw a commercial in my life that was that in your face negative about a competitor. Have you been Scroogled? Love it! I give it the award for best commercial of the century. Why? Numbers! Bing wins and I can prove it. Google is sitting pretty in their white tuxedo. Bing comes along and splashes mud all over the suit. That's an equalizer. Not an equalizer in the sense that they overtake Google but with the sense that they will take market share. And they will. All they need to do is keep running that commercial and add to the campaign. If they abandon it, game over. Bing loses. Run it for a year, they win, real competition begins, payouts rise and we are off to the races. That's how I see the world on December 7th.
Just a reminder....2 weeks from today the world ends. Please get your affairs in order. ;-)
Have a GREAT Day!
Rick Schwartz
Uzoma
Great post. Both sides must remember the wise saying: good always triumph over evil.
If Microsoft adds a dash of fairness to small to mid-size enterprises, court them, date them, wine them, dine them, pay them….
The sky is the limit!
Cheers to a Happy New Year!
BullS
Googgle microsoft, bing, apple amazon or whatever…they are a bunch of
“BullS” sites
Have a good holiday and keep on smokin…it is legal now
Don’t have one, as the MarijuanaGuy to send you the pipe.
Anunt
google is dot com
bing is dot net
apple is dot org
no matter how many commercials and advertising come for dot net, dot com will still remain king…therefore, google is and always will be king.
When u see John jones thru John jones eyes, u will sell John jones what john jones buys.
Shane Cultra
Ironically I make my money from Google and use it to buy Apple products :)
Know-it-All Developer
I actually think Amazon is the one to watch damage Google. eBay may even take some market as they are finally getting thier act together.
I would not be surprised to see Amazon move into search as Google is moving into product sales. There is just too much money in search to ignore, and Amazon is the only company left that has that ability which is not in the biz already. Amazon has their act together better than Bing or any other company to be able to challenge Google.
Know-it-All Developer
lets not forget Facebook…..I really don’t know that will turn out.
UFO
MS know they are on the ropes so they have to come out fighting this round. Look at their stats to date: IE and MS software power them, with hand held devices its Google software, Google browser, Google maps, Google Tube, Google damn near everything.
MS are at risk of becoming the next IBM this time rather than main frames to PC’s its PC’s to Handhelds.
Its like Video killed the radio star… http://www.youtube.com/watch?v=Iwuy4hHO3YQ
Telecom’s are surely going to get absolutely nailed by static line bandwidth, but they’ve managed to close it off to date… someone will game change it. We should be talking Browser to Browser without the need for anything else…it should be part of the Browser functionality.
Nb: MS is trying to push us from hotmail onto Outlook.com now, obviously live.com was a failure.
Donny M
I like yahoo for the mobile side. They are going to sneak up on everyone in the next few years.
I would say yahoo is like the .web extension it could really take off and would be the only one I invest in as a new extension. Or yahoo as a stock.
Most upside potential imo.
Donny M
Acro
I like Microsoft and Bing, plus Google’s”not evil” card has long been torn apart. That being said, Google’s share in the search engine market makes Bing look like a dwarf. Unless something revolutionary happens, Google will continue to dominate the search engine market.
em
Thanks for the post, Rick. It’s highlander time….there can only be ONE!
Look at all the buying patterns on the net. Bigger buying up smaller to consolidate. Ever notice that there are only about 5 noteworthy law sites on the net? There are estimated to be 50,000 law firms just in the US! And only 5 law sites that break the top 100,000 of sites. Big pac-man buying up the little to make one big. Isn’t this the whole idea behind big business?
Thanks, Rick, It’s highlander time!
Joao
Bing has to do a whole lot better than just some aggressive ads. How many websites are in the world made by non end users vs end users ones?
I bet that for 1 corporate website, there are maybe 3 or 4 or more websites living from adsense, affiliation, etc.
How will bing conquer webmasters? In fact, how do you turn a fanboy into an hater? Is paying them more enough?
There will be a fight, but i just dont see bing attacking all flanks.
For me, facebook is a platform much more adapted to fight it, for the simple fact that its already a developer friendly platform, plus, they already have loyal users to conduct searches. Tons of them. They would need to loose some of the big brother mojo…start sharing profits in an adsense style…but i just don’t know if they are capable of making a better google.
I’ll wait and see, if the world doesn’t end.
David Wrixon
Sounds like the worst possible scenario.
Jeff Schneider
Hello Donny M.
We believe that Yahoo is the Wild card in all this. Yahoo wants to utilize googles Android Mobil Platform. We see Yahoo ditching Microsoft search and there are already signs of this happening.
Google owns the largest Mobil Utility Platform on the planet. They long ago decided to build the largest mobil utility platform and is already proving to be a stroke of Strtegic genius.
Love or hate Google, but just know they have the brightest think tank on the Web. They approach everything on the Utility side, not the product side.
Gratefully, Jeff Schneider (Contact Group) (Metal Tiger)
yc
i think these big players have different particular vantages. Google has collected the overall and keep-increasing searching database, for developing new services. this is superior than Microsofr and Apple. for example, Apple re-adopt the google map service for iPhone, to avoid spending more tremendous cost to research their own application of map. maybe the three companies would have more cooperation to redeem their original weak points.
Sid ramia
Apple Vs Google Vs Microsoft
———————————
Profits: http://goo.gl/75iqp3
Revenue: http://goo.gl/91Chm2
Stock Performance: http://goo.gl/4DtdpG
Research Expense: http://goo.gl/XcVCzg