Why Microsoft May Lose Mobile Market to Google
It’s interesting to read Microsoft’s Bill Gates rip into the notion that Google can become a successful competitor in the mobile space.
Gates told the Times it was unlikely that Google would be able to make inroads into Microsoft’s share of the market for mobile phone software.
“How many products, of all the Google products that have been introduced, how many of them are profit-making products?” the Times quoted Gates as saying.
“They’ve introduced about 30 different products; they have one profit-making product. So you’re now making a prediction without ever seeing the software that they’re going to have the world’s best phone and it’s going to be free?” the paper quoted him as saying.
Those are all very fair observations about Google, but could it be Microsoft’s arrogance that helps Google challenge them? Take a look at this statement from Gates…
“The phone is becoming way more software intensive,” Gates told the Times. “And to be able to say that there’s some challenge for us in the phone market when its becoming software-intensive, I don’t see that.”
But wait! Aren’t we likely to see cell phones become more web focused? Why would we want to run lots of software on a cell phone, when bandwidth could allow us to simply access it as a web solution? That’s exactly where Google is challenging MSFT on the regular web. Doesn’t the iPhone give us a blueprint for phones that use web-based content, instead of software?
Maybe Gates is referring to software as a web application, or maybe he’s still hung-up on the notion that consumers will always download and install software.