Anita McGahan on Industry Evolution (09 Feb 2005)
I think the threat to the operating system business is coming mainly from open source computing rather than from online search engines — from Linux and the next generation of online code and so on. The online search business may be a complement to the open source computing business. But there are relationships between these industries that need to be mapped out and understood carefully in order to be able to evaluate any claim that Google poses a threat to Microsoft. And the research represented by "How Industries Evolve" is oriented toward helping you understand the relationships between these industries rather than which firm is going to have competitive advantage in which business.
Article URL: http://www.acm.org/ubiquity/interviews/v6i4_mcgahan.html
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