Microsoft Sees Google as No Threat
April 4, 2010
I am not sure if the story “Microsoft Won’t Make Office for IPad, Says Google No Threat” is an April Fools’ joke or not. Google has a real threat in Facebook. And, April Fool or not, Microsoft has a real threat in Google. Companies that once looked unassailable are increasingly vulnerable, and that’s no joke. There is a big push for finding simple explanations for the complexities of information, organizational methods, and human motives. The reality is that if you look at a map of Venice in the 16th century, the trickiness of the street layout is evident. If you visit modern day Venice, you have the old passageways plus the wackiness of high speed boats taking you places that you have a tough time locating in your mental map. As hard as it is to believe, the complexity of the physical layout of Venice is greater today than it was in the 16th century. The old Venice looks positively streamlined compared to the modern day set up.
Source: http://historic-cities.huji.ac.il/italy/venice/maps/pinargenti_1573_venice_b.jpg
Just look at what the modern maps omit to make some type of orientation practical for the first time visitor.
And Venice is 159 square miles, which is about half the size of Chicago.
If we assume that the Bloomberg article is true, then Microsoft is engaging in the very popular sport of simplification. According to the news story, a Microsoft executive, Stephen Elop, allegedly said:
“We haven’t heard anything about Google making inroads against Office, because they’re not,” Elop said today in an interview. Office includes word-processing, spreadsheet and other business-productivity programs.
The article then points out that Microsoft will not make a version of its popular, feature rich program, Office, for the Apple iPad.
My take is that if the story is true, Microsoft is simplifying the action of two competitors who themselves are working quite hard to avoid marginalization. I know that the idea of Apple and Google finding themselves on the periphery of today’s booming markets is silly, but I think that the fragility makes these co9mpanies vulnerable.
Google has not mounted a response to Facebook and the shift from search to just asking members of a community a question. The other aspects of the social media boom that Facebook to some degree represents is foreign to the math club.
Apple has its own problems looming. First, the company has to find a way to maintain its proprietary ecosystem in the expanding open movement. At some point, the Apple value may run into mass market realities for commoditization. Commodities require low cost, and if a closed system costs more, the commoditizers may start slow but gain momentum. Elite is good, but it may not scale. And Apple may find that it triggers as much fear and loathing as Google in the rich content game. Apple has the upper hand right now, but a revolt is certainly possible. If Apple experiences a change in leadership, some real dislocation can take place and fast.
In the midst of this, Microsoft is keeping its message simple. Google is trying to put cats back in the bag, but I don’t think the steamed red herring with vegetables will do the job. Apple is the master of PR but a backlash is something about which one might want to think.
To sum up, simplify if you want. But the complexities within, among, and across these companies is a characteristic of human interaction. Human behavior has been simplified to self interest but, like the passageways in Venice, it is easy to get lost. Simple, right?
Stephen E Arnold, April 4, 2010
Comments
One Response to “Microsoft Sees Google as No Threat”
-
- Subscribe to Beyond Search
Feature archive
News archive
-
[…] 1234 […]