Is Microsoft fighting an unwinnable war with its online business and search obsession?
It’s a valid question and one that needs to be asked. At some point you have to wonder if Microsoft’s Google envy is its Vietnam. As Mary Jo Foley noted Microsoft’s answer to its online woes is to spend, spend, spend. You have to wonder at the returns. Some analysts have dismissed these online investment worries because the Microsoft’s broader business is doing fine. But if these online results become a drag just when Microsoft should be at its peak product and earnings cycle it’s an issue.
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