- I don't believe the browser as giveaway technology holds true anymore. Paid search creates real revenue opportunity around the browser.
MSN Search ... is ... Internet Explorer's default search engine. I would consider any dip in IE browser market share as a threat to MSN Search -- and one Microsoft shouldn't ignore.
But I think Joe understates the importance to Microsoft of the continued dominance of IE. IE was created because Netscape was a threat to the Windows desktop. Networked applications running through a browser reduce the importance of the OS and desktop applications. Loss of IE market share threatens not just MSN but all of Microsoft.