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Can Microsft really move the dial this time?

June 2, 2009

Analysis of:Microsofts Online Ad-Outlook: Signs of life everywhere | blogs.wsj.com

Google has dominated the search engine market over the last few years and Microsoft has floundered trying to play catch up. The launch of Bing is a very serious attempt to regain ground. Every percentage of market share that Bing gains will surely cost Google dearly - but the cost of failure for Microsoft to gain market share is equally high. Does Microsoft have what it takes this time?

Microsoft is Between the Devil and the Deep Blue Sea

February 9, 2009

Analysis of:Why can't Microsoft make money online? | money.cnn.com

At the core of Microsoft’s challenge in increasing market share online is that its best chance of doing that is by eating away at it very own core products. Microsoft need to change he paradigm - or the revenue model - because Google's revenue model plays to its strength of having high demand for advertising blended with a high level of inventory. The inventory levels create an inflationary pressure on advertising rates in competitive markets which is then leveraged by the high inventory available. Microsoft - without the inventory - cannot generate the same multiplier effect.

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