Ok, stop laughing.
When I read that MSFT will launch three products in one day, I can’t help but wonder.
I’ve owned MSFT back in the day and sold my shares. I’m actually considering getting into the stock again, here’s why:
- MSFT launched a competitor to Salesforce.com, I had long ago written that Google could bundle a bunch of its apps and launch a Salesforce.com killer. It didn’t, and in fact partnered up with Salesforce.com.
- MSFT’s Silverlight is also a promising platform to take on Adobe and Flash (probably more, too). The thing is, Flash video became ubiquituous largely via YouTube. When we launched WatchMojo.com we adopted flash as our publishing format, and as late as summer 2006 it was not an obvious choice. Today it is. But we’ve consistently seen a) early platforms fizzle out to an alternative platform and b) MSFT catch up a competitor. Could Silverlight suck out some value out of Adobe?
Of course, I myself might want to lay off the MSFT koolaid, I’ve criticized Redmond for being too envious of others:
- Video games vs. Sony, Nintendo
- Music players vs. Apple, Sandisk
- Portals vs. Yahoo!
- Search vs. Google.
And, oh yes, Google is also trying to eat away at MSFT’s software business by making it free and taking it online.
I’m not saying I suddenly have become bullish on MSFT, but I think that with Google at $165B and Yahoo! being somewhat comatose, MSFT at $292B seems like a growth oppoortunity.
All right, that’s the fatigue kicking in…
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