This link has been bookmarked by 1 people . It was first bookmarked on 14 May 2008, by Gary Edwards.
Review of Henry Blodgett's predicitve analysis that within the next year Google's search revenue will surpass Microsoft's revenue from Windows. MS still has MSOffice and the Exchange/SharePoint/SQL Server juggernaut. But Blodgett fearlessly predicts the beginning of the end fo rthe great monopolist. Great quote from Microsoft's Ben Slovika.
When Windows has a real rival, Microsoft has real problems.
As Blodget notes, there are caveats: The unofficial Office monopoly should give Microsoft breathing room for a few more years. But even that could be threatened as Google's more-affordable Web applications improve.
This storm has been gathering for years. In 2005, we wrote a piece at News.com about Google's longterm threat to Microsoft. The impetus was a major management shuffle at MSN, but we had fun pulling out some old Microsoft memos about now-defunct Netscape in the early days of the World Wide Web. My favorite was a note written in 1995 by Microsoft engineer Ben Slivka describing a "nightmare" scenario for his company.
"The Web...exists today as a collection of technologies that deliver some interesting solutions today, and will grow rapidly in the coming years into a full-fledged platform (underlined for emphasis in the original memo) that will rival--and even surpass--Microsoft's Windows," Slivka wrote.
Microsoft didn't pay too much attention to the warning. Ten years later, another internal memo put a name to that nightmare--Google. Now Blodget has advanced that nightmare scenario a few more steps with his analysis.
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