Is Google’s One Trick Pony About To Be Euthanized by Microsoft?
shoemoney.com
shoemoney.com
- I'm not happy with Google results - Bing's are about the same quality, so I can use Bing.
Default search deals are valuable, but not the entire game. Google's pushing toolbar hard as always, so there's constant jostling for default search from the browser, legit toolbars, spyware, spammy toolbars, etc. If MSFT wants to pay above the odds for particular deals, Google will let them.
They have the patients, money, and resources to do it.
Despite the fact that I'm a regular Windows user, I still don't appreciate being referred to as a "patient".Oh it would be something. Something totally crazy! If anyone thinks people will change their browser just to keep using the same search engine, they haven't met the gzillion IE6 users out there :-)
Has that ever worked? Wouldn't they just be catching up then? Playing catch up is very backward looking -- not innovative and future oriented.
I am sure in this battle of the behemoth a round or two can be won with money - especially since their are other heavy weight players - Apple, Amazon etc. circling and strategic plays are always going to be happening - but Microsoft have had three goes at getting to where Google are now and being in second place in the search wars would surely motivate Google to stop innovating with passing nonsense like Wave and the like and put all their best brains back on search.
Why would Apple?
Also, Apple might be strategically happier working with Microsoft than Google right now.
Mozilla makes $50 - 80 million a YEAR from their search referrals.
But in context, MSFT has tens-of-billions in CASH sitting around, and is trying to win the internet space.
If they did a 1.5x revenue payout vs google (keeping in mind that's not all cash lay out, they net gains from use of their search engine) and dropped a billion in 5 years I would vote for that as a shareholder.
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http://finance.yahoo.com/q/ks?s=msft
Balance Sheet Total Cash (mrq): 33.45B Total Debt (mrq): 6.00B Total Debt/Equity (mrq): N/A
What is the default AOL browser at this point? Their own?