Om Malik has a guest post by Robert Young, who theorises that "Google’s recent moves show that they are using ‘free’ to gradually devalue of Microsoft’s assets, and thus its market cap."
So what is Google’s master plan? I believe they are once again going counterintuitive, but in a manner that hits Microsoft where it hurts most. Google will make Microsoft’s entire strategic plan and mission, which revolves around the continued proliferation and dominance of the desktop PC operating system, obsolete by making Google itself the operating system. The model they are pursuing is very similar to Sun Microsystems’ (Jonathan Schwartz’s) vision of turning computing into a utility, like electricity. The only difference is that Google is already almost there.
via emergic

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