[Full-disclosure] [Fwd: MM - #$%@ Kill Google!]

From: Jason Coombs (jasonc_at_science.org)
Date: 09/08/05

  • Next message: Mike Hoye: "Re: [Full-disclosure] Socks Vulnerability Also Effects Underwear(Package Compromised)"
    Date: Thu, 08 Sep 2005 10:19:45 -1000
    To: Full-Disclosure <full-disclosure@lists.grok.org.uk>

    When will somebody get around to the important job of killing Microsoft?

    -------- Original Message --------
    Subject: MM - +ACMAJAAlAEA- Kill Google!
    Date: Thu, 8 Sep 2005 18:58:17 UT
    From: Michael Robertson<info+AEA-michaelrobertson.com>
    To: jasonc+AEA-science.org

    If this message is not displaying properly, visit
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    +ACMAJAAlAEA- Kill Google!
    /September 8, 2005

    /An intriguing but eventually vicious three-way battle is emerging
    between Microsoft, Yahoo! and Google for net supremacy. How each is
    dealing with the competitive threat says a lot about their individual
    company culture, management and DNA. (If you're wondering why I didn't
    include AOL, it's because their business seems to be moving in the wrong
    direction, rapidly atrophying with nearly 900,000 fewer subscribers last


    Microsoft has recently made a concerted effort to hire even-keeled,
    friendly liaisons within the community, giving them the authority to
    speak for the company and the authorization to pay off those that might
    speak negatively of Microsoft. Behind the scenes, however, it's still
    the same team running the show - management that has been twice
    convicted of illegal actions against competitors, and that sports a
    stunning lack of ethical boundaries. Recent court documents from a fresh
    legal battle over an employee jumping ship to Google report Microsoft
    CEO Steve Ballmer throwing chairs and screaming many unprintable words,
    capped off with, +IDM-I'm going to +ACUAJAAjAEA- kill Google!+IDM-

    The only way Microsoft knows how to operate is with an enemy in their
    crosshairs. A few years back, Linspire (then Lindows) was the recipient
    of Ballmer's profanity-laden tirades. But Microsoft's attention has
    since been somewhat diverted from the ambiguous threat of Linux - which
    doesn't present a singular target - to Google, whose O's make convenient
    bull's eyes.

    Look for Microsoft to employ the same approach they have used
    historically to fight competitors. First they will use technology
    barriers within new versions of their operating system to dramatically
    favor their own products and discredit competitors. With previous
    competitor DR DOS, they embedded intentional incompatibilities, spurious
    error messages and bogus issues of compatibility

    With Netscape, they deeply embedded their own products and falsely
    claimed they could not be removed. Expect much of the same with Vista,
    their newest OS.

    In addition, look for exclusionary contracts that preclude computer
    manufacturers from pre-installing links and software from Yahoo! and
    Google on PCs they sell. With the same unethical management in place, a
    legal process that takes years to litigate, and inevitable legal
    penalties only representing a tiny fraction of profits, you'd be crazy
    not to expect Microsoft to extend the same behavior you've seen over the
    last two decades into the next.

    +ACo-Yahoo!: +ACo-

    Boxed in by the brainiacs at Google and the massive distribution and
    questionable ethics of Microsoft, Yahoo! would seem to be at a slight
    disadvantage in the net supremacy game. However, Yahoo!'s management has
    matured at a remarkable rate and has an acute awareness of the behemoths
    they must operate against.

    Yahoo! has taken a unique strategy to track movements of competitors.
    Employees are asked to submit tidbits of information they hear to
    management, and the company coalesces these nuggets of knowledge into a
    more comprehensive documents, which are then circulated more widely to
    help employees understand possible moves Microsoft and Google might
    make. Because they are often competing for the same talent, working with
    same suppliers, and receiving visits from the same companies, this +IDM-due
    diligence+IDM- is remarkably accurate. Yahoo! often takes meetings with
    companies they have no interest in doing business with just to scrape
    them for data about the industry and what Google or Microsoft might be
    up to. It's rare when Yahoo! isn't aware well in advance of moves made
    by Microsoft, or especially those made by their Bay Area neighbor Google.

    Just knowing where your competitors are going isn't enough, of course:
    you still need to compete. Yahoo! is combining Internet-based services
    and media like nobody else. (Watch for an amazing rich web interface for
    Yahoo! mail that has Silicon Valley buzzing.) They've even rented the
    massive MGM office in Los Angeles, which gives them several hundred
    thousand square feet of office space to house executives moving down the
    coast to be close to Hollywood.

    +ACo-Google: +ACo-

    The youngest company of the bunch lacks the ferocity of Microsoft and
    the process of Yahoo!, but is maturing quickly. Astonishingly, three
    years ago some at Google believed Microsoft wouldn't be interested in
    their business. That naivet+AOk- was undoubtedly erased when Microsoft
    announced intentions to directly compete with their MSN search engine.

    Google is much more focused on continuing to innovate rather than
    religiously tracking Yahoo! and Microsoft and countering their moves.
    They do have an internal +IDM-industry+IDM- mailing list where noteworthy news
    articles are distributed internally, but nothing as formal as Yahoo! or
    Microsoft has. Screenshots of the early versions of Vista were
    circulated on this list, heightening the awareness of the power
    Microsoft has to impede Google on the desktop.

    What Google has done is open a local office right in Microsoft's
    backyard of Kirkland, Washington, to recruit talent. To date, they have
    convinced more than 100 employees to leave Microsoft and jump to Google,
    and virtually none have migrated in the other direction. Microsoft is
    fighting back and sued Google over one of those recruits. It is that
    lawsuit that revealed Ballmer's tantrum towards Google.


    It's impossible to predict who will ultimately prevail in the battle for
    the net. You can expect some nasty-but-effective tactics from Microsoft
    (with legal apologies and payouts years in the future). I expect Yahoo!
    to continue to forge media relations, which they will then leverage to
    build some exclusive products and services to offer their subscribers.
    And from Google, look for loads of experimentation and innovation in a
    wide range of areas seeking that next major profitable opportunity
    beyond the search engine.

    -- Michael

    // <http://www.michaelrobertson.com/archive.php?minute+AF8-id=188>

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