Very interesting article, but there are plenty of conditions that have changed between the pre-Microsoft era (and their subsequent 'golden period' of win95-win2000) to what Google faces today, before the Internet took off it was easier to have "control" over your peers and partners - today's everything is so connected that your worst business nightmare might be incubating around the corner, or around the clock - and the fact that it is a so connected world not only enables faster rate of change, also enables to have stealth mode developments whilst bigger companies have to continue with the traditional publicity.
It is conspicuous the reference 'What can Google do to make its growth strategy fit better into a long term Googley development "groove"?' ... is Ballmer referring to Ray Ozzie's GROOVE ? Maybe in the 21st century, Microsoft 'grooves' there :)
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