Google is cagey about its strategy. When Netscape was flying high, some of its executives talked of making Microsoft irrelevant — a strategic blunder, according to Silicon Valley lore.
Google is much more than an indexing service, and it's unclear that even enthusiastic investors understand the extent to which Google's business model is designed to make Microsoft irrelevant. And with Apple closing in on dual use hardware, with software to make it easy to switch between Windows and Mac operating systems (or to run Windows inside Mac), there are two Trojan horses in front of Microsoft's gates. New Apple users will find that they can switch to Mac without giving up Windows entirely, and Google users will increasingly find that their file storage and applications are on the Web -- and can be run from any operating system.
This is the future, and not even Microsoft can stop it.
Netscape suffered from poor timing -- .e.g, Web usage and bandwidth were not what they are now. Think of bandwidth as a the river in which Microsoft's aging fortifications get swept away.
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