Google and Microsoft are positioned against each other as primary competitors, and that could mean trouble. I remember past dynamics similar to theirs that didn't end well for either company. Apple focused on IBM and didn't see Microsoft coming. Microsoft focused on AOL and didn't see the Internet coming. Intel focused on AMD and missed Transmeta and ARM. Microsoft and Apple focused on each other and were blindsided by Google. Now Microsoft and Google are focusing on each other, which likely will lead both to ignore the risk Amazon represents.
Monday, May 5, 2014
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