Google hits one out of the ballpark (earnings)

[famousringo]

dallas said:

famousringo said:

Dude, I never disputed that Google would likely grow faster than MS. I disputed your characterization of Google's growth this quarter as "out of the ballpark" and I disputed your assertion that Google's growth would constrain Microsoft's ability to compete in mobile computing. It isn't, and it doesn't.

Microsoft is far more constrained by its own strategic position as the pre-eminant supplier of desktop operating systems and productivity software than it is by any measure of profitability.

In 2008 google had a third of mft's revenue, and now it is sitting at half that.  You don't think that in 2015 when google hits 2/3's of msft's revenue that google would be able to marshal more resources against msft?  Of course not, you think that pure strategy is the only thing that matters.  Well, how well has msft executed its strategy so far?

Google already spent $500 million to buy Android way back in 2005, and and now they've spent $12 billion on Motorola. All other revenues and expenditures are an inscrutable black box. How much more cash does Google need to burn in order to realize their mobile strategy? Do they need to start buying carriers next?

You're mixing up cause and effect. Google doesn't need more resources to execute their mobile strategy, they need a mobile strategy that doesn't gobble up resources in the billions of dollars.