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Google v Microsoft - Thursdays With Investment U

Editor’s Note: Yesterday, both the business and tech worlds were awash in news that Google and Microsoft were at it again. This time, it was Goog going on the offensive, with MSFT forced into playing defense. As with any other tech war, the lines were drawn well before this point, so it wasn’t any surprise when people began throwing around opinions well before they knew all of the facts. They ranged the spectrum from “Google should give up before it even begins” to “I can’t wait until Microsoft gets its you-know-what kicked.” So here with a more levelheaded reading of the situation, is the Investment U team…

Google Takes MSFT Head On

Yesterday we were reading how Microsoft (Nasdaq: MSFT) has been getting pretty testy with reporters concerning questions over it’s strategy to break into the advertising market that Google (Nasdaq: GOOG) controls.

Microsoft finds itself in an unusual position of weakness as it struggles to play catch up. The word on the street was that they are throwing themselves at trying to edge Google off its position of strength in the ad market.

This morning we may have heard the “response” from Google. Google is going to be offering it’s own operating system called Chrome. This is the core strength of Microsoft, and going after it is a direct attack from Google.

While much is being made - and will continue to be for a while - of this new software competing with Google, the reality is that Microsoft has been competing with Google for a while now in terms of online applications. It just removed the “beta” tags from its online software of gmail and suite.

Apple (Nasdaq: AAPL) has 50,000 apps on its iPhone app store - this space has been cluttered for some time now.

The question is whether Google’s timing of Chrome is specifically meant to disrupt the roll out of Windows 7 slated for later this year. By pulling customers away from what looks to be Microsoft’s next big act, Google will be obviously competing toe to toe with the software titan in Redmond.

Any missteps could come back to haunt either company.

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