Massucci's Take: Is Microsoft following GM's path?

Little did Microsoft (MSFT) know that a company called Acer could ignite the spark that eventually burns its revenue down.

Acer is connected with Microsoft's real villain: Google (GOOG). Google's Android operating system -- which is free -- will be loaded onto some Acer notebook computers that will be sold later this year, Bloomberg News reports.

Google's free software applications are already stealing sales from Microsoft Office, and Android will further hurt Windows' sales. The potential of larger sales losses in the future raises the question of whether Microsoft can stop the bleeding before it becomes the next General Motors.