Redmond Won't Be Google's Waterloo

This column was originally published on RealMoney on Dec. 1 at 2:35 p.m. EST. It's being republished as a bonus for TheStreet.com readers.

While going against the honorable Mr. Kass may be a dangerous game, I have to firmly disagree with his opinion that Microsoft(MSFT Quote) will provide the first real challenge to Google(GOOG Quote).

If Google falls from grace, it will be because of a decline in the online-advertising market, not inroads from Gates & Co.

He and I are on the same page as far as innovation goes. If innovation led to success, Xerox(XRX Quote) would rule the world. And to date, Microsoft has succeeded by copying successful products and bundling applications at lower prices to drive out competition. ...