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Microsoft
 Many of the same data assets as Google
– Search, Advertising, Maps and Directions, Speech
Recognition, Automated Translation, Image
Recognition, Video, Communications (email,
messaging), Payment
 As the underdog, a willingness to partner.
Microsoft is no longer the one trying to own it all
 Boatloads of cash

 Weaknesses:
– Number two to Google in all the data subsystems
– Way out of the game in mobile devices (but coming
back!)
– The “strategy tax” from legacy businesses

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