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There’s been much ado about Microsoft ‘s Bing, and plenty of wonder around Google Wave. Although the Internet archrivals’ new offerings don’t compete directly, they do indirectly: Bing with Google Search and Wave with Microsoft’s ecosystem

Currently Google has the largest market share in search and Microsoft is dominant in desktop PC software. Observers wonder if each will cut into the other’s domain or if the status quo will be maintained.

“Bing will certainly take share from Google’s search business, but isn’t strong enough to challenge Google’s overall leadership, making it an approach mirrored by Microsoft’s efforts with Zune,” said Rob Enderle, principal analyst at the Enderle Group. “Wave represents an effort to displace Microsoft entirely, but has a higher probability of failing completely and is also consistent with Google’s strategy with apps.”

Google’s Scattered Focus

The latest buzz on Bing is that the new search engine — or decision engine, as Microsoft likes to call it — might catch on with Internet advertisers or mobile users. That in itself would be a blow to Google. But that’s not Bing’s value proposition as Microsoft communicated it.

“Bing focuses on a few things that people do a lot online, like shopping and health-care research, and improves them substantially so the customer gets to a meaningful result much more quickly,” Enderle said. “If the model holds, Microsoft will wrap this with a marketing program that identifies the problem, establishes it as a problem Google has failed to address – Read more


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