July 8, 2009
Google declares total war on Microsoft
Google blogged Tuesday night about a new project, the Google Chrome Operating System. Highlights include:
- Open source
- Targeted to appear in netbooks in the second half of 2010
- Google Chrome browser + new windowing system + Linux kernel
- Minimal user interface
- Data stored or at least backed up in the cloud, and hence available on any computer
- Hardware compatibility hassles allegedly eliminated
- Ditto for software update hassles
- Ditto for security problems
- Apps apparently assumed to run inside the browser. (Not clear if this is required or just recommended.)
Obviously, Google Chrome OS is a direct attack on Microsoft — even more so than Google Wave, which I’ve predicted will “play merry hell with Microsoft Outlook, Microsoft Word, Microsoft Exchange, Microsoft SharePoint, and more,” or for that matter than Google Mail and the rest of Google Apps. Taken together, Google’s initiatives suggest that an all-out Google-Microsoft war is coming, in a conflict that many people have been expecting — and analyzing — for years.
So how will this all shake out? Well, let’s start with some basic points:
- Google Chrome OS Release 1 is expected over a year from now, and then only on a limited subset of PCs, namely netbooks.
- Google Chrome OS Release 1 is supposed to have great performance and be bullet-proof. Hmm …
- Google is evidently assuming that the apps people want to run will either be browser-based, or else be new ones written for Chrome OS. Hmm …
- Google is signaling that Chrome OS will be very limited in features. That makes sense for Release 1 — but what will be missing?
- Consumers have proven their willingness to buy non-Microsoft computers, especially Apple ones, specifically in the Mac and iPhone/iTouch product lines.
- A lot of people would have compatibility issues replacing Microsoft Excel or PowerPoint with partially-compatible alternatives. I’m not so sure about Microsoft Word, however. Other than those three, Outlook, and the Windows family itself, I’m not aware of any Microsoft client products that have much lock-in. (Well, maybe Xbox, but that’s not in the main stack.)
- Open source software often gets most of its community support in a couple of areas, namely compatibilities and language translation. Google probably doesn’t need the help in languages, but letting other people fix Chrome OS compatibility issues whose importance it didn’t recognize is potentially valuable.
- Google probably won’t make any direct revenue from Chrome OS. So how much will it invest in the project?
- Notwithstanding Danny Sullivan’s concern, there isn’t much of an antitrust issue here. Google’s search can’t easily be used to favor Chrome, Chrome OS, or Google Apps. And the other way around — e.g., using Chrome OS to favor search — Google clearly isn’t a monopolist.
| Categories: Google, Microsoft, Software as a Service (SaaS) | 10 Comments |