microsoft analyst day: ballmer: search is a two-horse rase, this is not about ... - The Diigo Meta page

• 28 Jul 08
  

  Takuya Homma

  Google Microsoft Search

  • “The ad network game is a scale game. You are collecting data. You are out there in the market serving ads and collecting data and the larger ad networks are the ones that can attract, collect more data, utilize that data through expensive investments in R&D to then monetize it better for publishers. At the end of the day the publishers want to work with the networks who make them the most money. It is hard for little guys to do that and compete over time.”
  • This is a two-horse race, Microsoft and Google (NSDQ: GOOG).
  • - Bottom Line: Microsoft will compete online. It’s too big of an opportunity not to try. It’s going to cost money, and Microsoft has to do a lot more on marketing that Google does (just the way it goes), but it can be done. Referring to Google, he notes how difficult it is for an industry leader to reinvent its business model and respond to threats (he might as well have been talking about Microsoft there too), suggesting it won’t be easy for Google to counterattack innovations in search from Microsoft.

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