I’ve been busy this week (while you, doubtless, lounge on a fainting couch and nibble chewy bits of fruit dipped in syrup and dredged in nonpareils) and so have Allen Weiner and Andrew Frank. Our research note on the launch of Bing shipped last week. It’s got good points, one of which is that without the success of Bing, this could be the end of the line for Microsoft’s natively developed MSN. I can’t help wondering how many times one might have said that before, though. Probably roughly the same number of times one might have predicted the rise of the next Yahoo-, AltaVista- or Google-killer.
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Whit Andrews



































































































