Good discussion is here: http://slashdot.org/article.pl?sid=07/12/16/2127244
My .02 - per what I've seen in my own experience among my friends, family & even in my company, I'd say that Google is in the better position - MS is in a weaker position for the future based on its tendency to promote closed, proprietary solutions. It seems that when people are spending time on their computers, both during & outside of work, they are doing it to be online - and most online applications are browser independent. It's not unreasonable to think that in a few years people will be doing most of their web surfing via iphone (or equivalent) - I'm not sure where the compelling reasons are to pay the extra cost of maintaining a Microsoft desktop*.
*Aside, of course, for those out there who really, really need/love PC games and don't have a dedicated console gaming platform.
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