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Our mission statement Arrow. About About Axios. Advertise with us. Axios on HBO. Axios HQ. Privacy and terms. Online tracking choices. Contact us. Subscribe Axios newsletters. Axios app. Axios podcasts. And through the acquisition of aQuantive in the case of Microsoft, and the acquisition of DoubleClick in the case of Google, and investments organically in emerging media and other areas, and assets that Microsoft and Google already had, I think both players really have all the assets for an ad platform.
Google is obviously stronger in some areas, namely search. Microsoft is stronger than Google in some areas, such as display, and I think has made some more investments through acquisitions in some emerging media areas like mobile and gaming.
Over time, Microsoft's made some significant investments in television, as well. So I think the key is going to be, clearly scale matters in the whole business, and Microsoft needs to get more scale in its search business, there's no question about that. And that's either through acquisition or organic or both. And I think Microsoft is clearly making a bet there, and clearly investing, obviously bringing in Xi Lu from Yahoo with all the search experience that he has, is a big bet in that direction, and you've got to make significant investments there.
That's key, and then I think also not losing site of display, which I think is also critically important. It's suffering now more during the downturn, but I think it's a strength that Microsoft has that's stronger than Google right now, and Microsoft needs to exploit that. I think over time there will be two major players in terms of ad platform.
There will be other players. Yahoo will exist. AOL will exist. But they will not, in my view, have all the components that you will need for a full ad platform.
They will play in parts of that world. I think Microsoft and Google both will, and I think there'll be two players. I wouldn't predict 10 years from now who will be No. JC : You're quite a tennis player, I've heard, and so, just to boil that down, if it were a tennis match right now between Microsoft and Google in the search business, would it be Love, , Deuce, where's it at?
McAndrews : Certainly Google is ahead. It is early. I don't know if it's early in the first game. It's certainly early in the first set. And in terms of search, Google is clearly ahead.
But again, Microsoft has shown an ability to invest and come from behind in different business areas, and from Steve on down, the commitment is clearly there. But Google has a significant advantage, they've built a better mousetrap, and it is a wonderful business for them in terms of the network effect that makes it hard for a second player to get in.
That would be a major departure for a company that has for decades vehemently opposed the notion of companies giving away their code for free. Seattle-based Chef makes an open source platform for IT infrastructure.
Even so, open sourcing Windows would take that idea to a whole new level. So Robbie: what happens now? Not surprisingly, Bach's diplomatic about his reasons for leaving: the business is in good shape, he wants to pursue personal interests, the timing of his and J.
Allard's departures are totally coincidental. And while it may seem odd for a relatively young exec—and potential Ballmer successor—to leave at such a critical time in his department's history, we'll just have to take his word for it. I mean, the guy's sitting on 22 years worth of Microsoft stock options. But what about the products? Bach downplays the role tablets will play in the future:.
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