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In the last week, to great fanfare, Microsoft launched the Bing Search Engine. Bing represents a determined effort by Microsoft to gain ground on Google by creating a better mouse trap. Their term for Bing is a "decision engine", where the user can search for news, images, videos, maps, shopping, and more. It has a crisp user interface and rather than using popularity, as Google does, Bing returns search results in logical categories, highlighting instant answers to the questions it thinks the user is really looking for.
The latest reports show that in the U.S. (as of 6-5-09) Bing has overtaken Yahoo to take second place in search, with 16.28%, Yahoo Search has 10.22%, and Google has 71.47%. However, Google's worldwide share remains overwhelming at 87.62% (vs. 5.62% for Bing and 5.13% for Yahoo).
Are you using Bing yet? If so, what do you think of it?
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Bing is an impressive effort from probably the only company able to pose a threat to Google in the search domain. I believe that the main problem in gaining user widespread acceptance and thereby gouging market share away from Google will be the fact that Google is already so intuitive, powerful, effective and easy to use that most people are going to say "if it ain't broke, why fix it"?
Google also has a formidable suite of products in addition to the search engine. Adwords and Adsense have already changed the online business landscape dramatically. Other extremely popular applications like Google map and YouTube only add to the near insurmountable position of Google in the field.
How can Microsoft pose an effective challenge? They will only be successful if they can assemble a cohesive suite of applications with which to mount the assault on Google. A search engine alone may not do the trick.
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The more I read about this, the more I believe Bing has had its best days already. Comscore reports that Bing's share of search was actually 12.1% in the second week of June, third behind Google and Yahoo. Their initial spike in traffic (to 16.1%) did not last.
In fact, in May, Google's share of search actually grew! With Steve Ballmer talking about the "long-term" approach to Bing, it is clear that he has already begun to manage expectations. I cannot visualize a short- or medium-term competitor to Google in search.
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Bing indeed appears to be gaining momentum in the search engine universe. Google is troubled enough to have called a "council of war" to strategize on a robust response to the Microsoft effort.
Microsoft has indeed launched a surprise preemptive attack right at the heart of Google's core business. I say preemptive because it was believed that Google was planning a strike into the Operating System market, which would have been a crippling blow to Microsoft. They may yet do so.
Who will come out ahead in this clash of titans?
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Bing is going the way of Cuil, launched with great fanfare only to explode with a fizzle. Microsoft may find out in the end that it is a distraction and a diversion of precious strategic resources.
At a time when their Operating System and Office Productivity core businesses are facing their greatest challenges yet, I believe that MS erred in pandering to the delusion that they could beat Google at their exceptionally crafted game.
Unlike Microsoft, Google has carefully avoided the evil empire stigma that has dogged MS for over a decade. They have grown huge quietly. The understated look of their home page says it all. An unbelievably simple front end hiding a mind-boggling engine room. The more you look, the less you see, unless of course you are searching for information then you get more than you can handle, mostly uncannily relevant to your search.
God help Microsoft if Google launches a free Operating System bundled with Chrome and a spiffed up Open Office.
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