Microsoft is IBM and Google is Microsoft
When I opined over on my O'Reilly blog that Microsoft was the bloated (but rich) IBM of our day, and that smart, nimble Google would overtake Microsoft, I got a lot of flak. For example:
"Is this a troll? IBM remains a much larger company than Microsoft, with 96 billion USD in revenue last year compared to MS's 38 billion. Google had *3* billion in revenue in the same period, but with a price-to-earnings ratio of 137(!), compared to IBM's 15 and Microsoft's 26, whose stock would you buy?
IBM and MS create software for sale. What exactly does Google sell, besides advertising?..."
Now Fortune Magazine comes along with a cover article ("Search and Destroy: Why Google Scares Bill Gates") that more or less says what I said...
Posted by Harold Davis at April 26, 2005 01:46 PM
