Market picks the winner in Google v/s Microsoft war

GOOG,Google and MSFT,Microsoft Corp rivalry is now as legendary as Coke v/s Pepsi. Going by the market reaction so far Google seems to be clear winner. Keep GOOG on your radar. When the market regains its footing GOOG will be the clear winner if it continues to hold on to its relative strength.

On the other hand MSFT may be headed for more trouble. If the market is a discounting mechanism, it is clearly signaling the new Microsoft Vista product is headed for big time trouble. Looks like New Coke debacle in making.

Google continues to be the innovator. Every week it continues to roll out new products and features. It has institutionalized a creative culture, while Microsoft has been a laggard. MSFT has seen recent management changes due to failure to launch product on time.

Microsoft is very good at making lot of noise and threatening others but has seldom been successful in recent times. Take the ipod example. Microsoft vowed to kill it and launch rival digital music service when it was launched. What happened to it. It has been talking about Google for years and has nothing much to show.

Microsoft will be a single digit stock if its Microsoft Vista fails to take off.

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