Google vs Microsoft

Barry Ritholtz:

I’ve heard all sorts of chatter about the Google foray into spreadsheets, and none of it resonates with me. Here are 3 key aspects of this worth thinking about:

1. Strategically, Google is shooting at half of the Microsoft franchise

Microsoft, despite alot of hoopla you have heard about all its other product offerings, makes the vast lion’s share of its money via its Operating System and via Office. Nothing else it does is generates nearly the profitable cash flow as those two money printing presses do.

Think long term strategy: From a military perspective, Google is opening a second front in the war Microsoft launched against them. You want to come after our core busines? Allow us to return the favor.