Microsoft Drop

Microsoft dropped from 27 to 24 on Friday after a news announcement about a change in strategy. The company lost tens of billions in market capitalization dollars due to a statement about their future plans. Their financial situation is sound, although they have given away a significant amount of their liquid cash. If they had done this with the 32 billion given away in a special dividend, the reaction would not have been so severe. Investors would have thought that Microsoft could afford to take a gamble.
Currently, Microsoft's competition is pressuring it to take gambles in their future planning. Google recently released a beta version of their calendar program. It has amazing functionality with drag and drop features. Entering an appointment by typing out a statement is much simpler than entering an appointment in Microsoft's Outlook. Google is trying to combine their Gmail service and Calendar service into a competition for Microsoft's Outlook. Their Gmail service is nowhere near as organized as Outlook. Gmail's tagging system is a unique idea, but Outlook's folder option is easier to use with drag and drop. Blogger can be seen as a challenge for Microsoft's Word, but it's organizational ability has the same problem as Gmail. It's a list of documents in a linear organization. With more drag and drop abilities, Google's offerings can become more competitive with Microsoft. Too bad I won't be able to patent this idea now; Google has the technology to advance itself further.
Microsoft has already developed a PC based software architecture based on drag and drop organization. Now, it has to transfer this idea to the web.
Google and Microsoft have complementary ideas, either they join together or each company develops what it lacks.