So the big battle of words begins. MSFT vs. GOOG and their war for the desktop. Does anyone know why Ballmer is still CEO? I don’t get it.

We have been hearing that GOOG has had some chinks in the armor of late. Its datacenters that house GOOG apps were hacked and caused some issues last week with Twitter. Could this be a sign of weakness?

Not without its flaws, Google had its Base and its YouTube – a little too much hype and not enough substance – a rarity for them, but nevertheless punctures their aura of invincibility.

Also YHOO reports today and we expect another choke, so to speak. Every time I talk to advertisers, they always tell me that ROI on YHOO is dropping faster than an extreme skier in a Warren Miller flick. They’d better pick something they are good at (which is tough these days) – and pick it soon. The longer they wait, the better for MSFT.

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