Henry Blodget, the famous internet analyst for Merrill Lynch, is back on the scene just in time for Web 2.0. Henry has some interesting comments about Microsoft and Google.
In business we need to remember our strengths and our weaknesses. I always use this quote "In a fight between a grizzly bear and an alligator, the terrain determines the winner". Translation, stick to your strengths, don't pick a fight where someone else is stronger.
Henry makes the point this way - "To attack Microsoft's main cash generators, meanwhile--Office and Windows--(and get paid to do it)--Google would have to completely refocus itself. In the process, it would probably open the door for someone else (Yahoo!? Microsoft?) to swoop in and attack its own core competency: search. "
Henry is now president of Cherry Hill Research, an industry analysis and consulting firm, and he has a new blog, Internet Outsider. He has several posts today that suggest the hype around Google will not necessarily extend from their consumer base to the enterprise where Microsoft is strong. Interesting reading.
Oh, if I could only have another chance to live the late 90's :-) It was an amazing time that turned everything you thought you knew on its head...and then back again.