Thought I was getting an article, not a video. Didn't watch.
To the point: Ballmer says to succeed at competing with GOOG, M$ has to "change the experience and economics of search". Translated: since GOOG has done exceptionally well at the search experience and making it pay, M$ can beat GOOG by making search no longer profitable. Can there be any other interpretation?? As usual...M$ can subsidize another unprofitable division via its two tired-horse standbys.
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