Revealed: Google's Strategy for Killing Windows

Google (NASDAQ: GOOGL  ) strategy is to kill Microsoft's (NASDAQ: MSFT  ) Windows, Fool contributor Tim Beyers says in the following video.

How will it happen? A recent deal with VMware (NYSE: VMW  ) that brings the company's Horizon desktop-as-a-service software to Chromebooks might speed things along by allowing those who use the devices to access Windows apps directly in the browser.

Tim says it's a potentially disruptive move that could take some time to manifest. Yet that isn't stopping Google from hyping the deal. In a press release, Amit Singh, president of Google Enterprise, said companies could save "$5,000 per computer" using Chromebooks in place of traditional PCs.  Whether or not that's fair math is an open question. What's clear is that this is a long-term threat to Mr. Softy's business, especially when you factor in the slowing pace of PC sales.

Investors should also note that Microsoft's Windows Division is third-largest by revenue and second-largest by operating profit. Tim says new CEO Satya Nadella must not let anything impede his company's ability to sell new Windows licenses, yet that's exactly what Google is trying to do.

Now it's your turn to weigh in. Would you switch to Chromebook if you could be assured of safely using Windows apps? Or is Google's strategy wishful thinking? Please watch the video to get Tim's full take and then leave a comment to let us know what you think and whether you would buy, sell, or short Google or Microsoft stock at current prices.

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  • Report this Comment On February 21, 2014, at 4:40 AM, AG4IT wrote:

    I'm not sure what the big deal is over the VMware announcement. Ericom has had a solution for accessing Windows applications and VDI desktops from Chromebooks for over a couple of years now. AccessNow is an HTML5 RDP solution that enables Chromebook users to securely connect to Microsoft RDS (Terminal Server) or VDI virtual destops (or almost any RDP host) and run their applications and desktops in a browser.

    So if you have an existing RDS or VDI environment, and do not want to change to a different environment, you can simply add AccessNow and enable Chromebooks to access those platforms. AccessNow does not require any installation on the Chromebook, so it's easy to deploy and manage.

    For an online demo open your Chrome browser and visit:

    http://www.ericom.com/demo_AccessNow.asp?URL_ID=708

    Please note that I work for Ericom.

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