Google’s market cap has surpassed that of Microsoft. Market gyrations continue, so for all we know it's possible for Microsoft to inch back ahead of Google tomorrow. But the milestone for Google is meaningful nonetheless.
Simply put, it means the PC isn’t as important as the web. The operating system is not nearly as important as content.
Google’s entire business is based around helping searchers find content, while helping publishers monetize their content. Android is an extension of this, as is YouTube, despite most of the revenue coming from advertising in the form of Adwords (and Adsense).
It’s hard to consider Microsoft much of a growth business anymore. The PC is a mature product segment. Windows OS is well established and represents more of a stable business than one with exciting growth. Same goes for the enterprise components of Microsoft’s business.
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Source: http://feedproxy.google.com/~r/androidcentral/~3/Jcsu0uwW8lw/story01.htm
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