I love this:

Late last week Steve Ballmer gave an speech at Stanford in which he stated that Google is a "one trick pony" - that trick being search, of course.

Here's the thing - if I use the same level of evaluation, Microsoft is a two trick pony: Windows and Office. Sure, MS does other things, and so does Google. If you look just at revenue though, MS relies on those two things pretty heavily. Whether they are safer bets over the long term than Google's ad revenue is something else entirely.

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