drama2.0: Google vs. Microsoft
Morten E. Wulff Apr 16th
The drama between Google and Microsoft continues. The latest move is that of Google grabbing DoubleClick from Microsoft for USD 3.1 billion (- which might be ridiculously out of proportions?).
Steve Ballmer doesn’t seem all that impressed with Google judging from this presentation he did at Stanford Graduate School.
I agree with Steve that long-term success comes from the ability to continually re-invent and Google hasn’t really done that yet (commercially speaking: 99% of their annual turnover is still from Search Marketing). But to ignore projects like Google Docs and Spreadsheets, Google Youtube, Google Earth, Google Checkout and just say that Google is simply about “milking one good idea” and that their long term growth strategy is “insane” is perhaps not completely true.
A just-in rumor is that Microsoft’s latest response to Google’s acquisition of DoubleClick is antitrust accusations arguing that a Google/DoubleClick combo will mean that they control more than 85% of the online advertisement space. Miscosoft is supported by AT&T and Time Warner in these accusations.
The next fight between these two giants will be over Yahoo - who’ll win?
drama2.0 continues…
Entries (RSS)
[...] Alain Portmann wrote an interesting post today onHere’s a quick excerptThe drama between Google and Microsoft continues. The latest move is that of Google grabbing Doubleclick from under Microsoft for USD 3.1 billion (- which might be ridiculously out of propositions?). Steve Ballmer doesn’t seem all that … [...]
[...] Alain Portmann wrote an interesting post today onHere’s a quick excerptThe drama between Google and Microsoft continues. The latest move is that of Google grabbing Doubleclick from under Microsoft for USD 3.1 billion (- which might be ridiculously out of propositions?). Steve Ballmer doesn’t seem all that … [...]
[...] Nathan Weinberg wrote an interesting post today onHere’s a quick excerptThe drama between Google and Microsoft continues. The latest move is that of Google grabbing Doubleclick from under Microsoft for USD 3.1 billion (- which might be ridiculously out of propositions?). Steve Ballmer doesn’t seem all that … [...]
On second thought!
I think USD 3.1 billion is a very good and fair price - especially if I use the same multiplier to do a valuation of TraceWorks: 30 x Revenue. Well, I would probably accept 29x.
Thanks Google!!! Hello Microsoft???