Lately, it seems as if Microsoft is regularly having to react to Google’s latest moves, and their likely intentions on a regular basis.
However, with MSFT’s interest in AOL becoming an open secret, Google has been forced to deal with that issue.
About 11 percent of Google’s revenue in the first half of 2005 came from from their existing agreements with AOL. Seeing MSFT move into that space would put a serious crimp in Google’s revenues, and would likely affect their long term strategies.
So Google might need to dip into their last capital raise of $4.2 billion to defend their revenue streams, rather than expand into new markets.
Something of a reversal of roles from recent activities…























