Microsoft always paints a picture of the competitive landscape in when it files its annual 10-K report to the Securities and Exchange Commission. In a sign of the times, Mozilla Firefox makes a repeat appearance as a threat to the Windows client business, Microsoft's biggest cash cow. Read the full article
I was using word and excel, but now I use Adobe Buzzword which runs on on the desktop on Adobe Air. Data is stored in the cloud. I completely believe the story. I'm just surprised that its not really being discussed. This came out days ago, and I just happened to stumbled across it. Lets say, a dangerous enemy which I was forced to kill for personal survival, comes back from the dead and is more dangerous then ever. I would be a just a little worried, especially about that coming back from the dead part. Bottom line, it could be disruptive enough to weaken Microsoft, making them easy prey for Google. I'm not suggesting Google is trying to destroy Microsoft, but they are definitely doing all they can to increase shareholder value. If Microsoft thinks Mozilla is a threat now, just wait until they see what their developing. I was just invited to participate in the development of Firefox's successor. A true semantic web browser. It's amazing. I'll post the link to the video's of it, on Vimeo, tonight. If you follow me on twitter @michaelfidler I'll send you the link. With that said, I would never count Microsoft out. If there past tells us anything, they are likely to come out on top. Their earnings will definitely suffer in the short term, which is the reason that they mentioned it in their 10-K.