Comments on: What Google Spreadsheets Means http://jeffnolan.com/wp/2006/06/07/what-google-spreadsheets-means/ Jeff Nolan's take on investment, innovation, entrepreneurship and the technology industry Fri, 19 Mar 2010 05:50:28 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: Barry Briggs http://jeffnolan.com/wp/2006/06/07/what-google-spreadsheets-means/comment-page-1/#comment-2739 Barry Briggs Thu, 08 Jun 2006 15:01:50 +0000 http://jeffnolan.com/wp/2006/06/07/what-google-spreadsheets-means/#comment-2739 My comments on Google Spreadsheet here: http://www.edithere.com/barry/2006/06/07#a3668 My comments on Google Spreadsheet here:

http://www.edithere.com/barry/2006/06/07#a3668

]]> By: Jason Wood http://jeffnolan.com/wp/2006/06/07/what-google-spreadsheets-means/comment-page-1/#comment-2723 Jason Wood Wed, 07 Jun 2006 20:38:38 +0000 http://jeffnolan.com/wp/2006/06/07/what-google-spreadsheets-means/#comment-2723 Jeff, I think you hit the nail on the head. But from a Microsoft perspective, while this may not be materially negative news, it's certainly not good news. :) I struggle with the Google vs. Microsoft war that's raging. Clearly it's become a real focus...MSFT is spending incremental billions and has everyone from Ballmer to Gates to Ozzie to Scoble talking about Google as a threat. GOOG meanwhile can no longer play dumb with the Dell deal(s), the Spreadsheet/Writely shots across the bow, etc.. At its heart, Google is worried that Microsoft Vista's search capabilities will impact Google traffic (whether that transpires or not remains to be seen) so they're trying to fire back. From a stock perspective, Microsoft is a name everyone loves to hate, whereas Google is a name every investor looks for reasons to love. That extends into the PR realm too, which is why every incremental step by Google (even one that has little economic impact) is lauded (or over hyped) while even some potentially impactful moves by Microsoft (e.g., Duet, new BI tools, Dynamics) is dismissed as "not material enough to move the needle. People seem to forget that Google is, in and of itself, getting to be a big company where a lot of these things would have a hard time moving the needle, too. Jeff, I think you hit the nail on the head. But from a Microsoft perspective, while this may not be materially negative news, it’s certainly not good news. :)

I struggle with the Google vs. Microsoft war that’s raging. Clearly it’s become a real focus…MSFT is spending incremental billions and has everyone from Ballmer to Gates to Ozzie to Scoble talking about Google as a threat. GOOG meanwhile can no longer play dumb with the Dell deal(s), the Spreadsheet/Writely shots across the bow, etc..

At its heart, Google is worried that Microsoft Vista’s search capabilities will impact Google traffic (whether that transpires or not remains to be seen) so they’re trying to fire back.

From a stock perspective, Microsoft is a name everyone loves to hate, whereas Google is a name every investor looks for reasons to love. That extends into the PR realm too, which is why every incremental step by Google (even one that has little economic impact) is lauded (or over hyped) while even some potentially impactful moves by Microsoft (e.g., Duet, new BI tools, Dynamics) is dismissed as “not material enough to move the needle.

People seem to forget that Google is, in and of itself, getting to be a big company where a lot of these things would have a hard time moving the needle, too.

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