Chemical Reaction Dynamics as a Model for Technology Platform Competition
In various corporate meeting rooms at Samsung, Microsoft, HP, RIM and Google eager teams of engineers, marketing folks and freshly minted MBAs are trying to fig...
Category: Microsoft
When Apple Became “The Man”
This weekends pranking of the future Apple store in Hamburg shows just how far perceptions of Apple and Microsoft have changed. This puts Microsoft in the posit...
Microsoft’s Nokia Nightmare
Last week saw a lot of speculation regarding Microsoft’s possible acquisition of Nokia’s mobile devices business. The rumor was quashed by Stephen E...
Intel’s ARMageddon
In ten years we’re going to recognize this week as the moment Intel ceded its leadership position in the global chip business. Microsoft’s decision ...
Sinofsky’s Power Play
At CES yesterday we may just have witnessed the first public exposure of an internal power play for the future leadership of Microsoft.
Why Sarah Friar is Wrong About Microsoft’s 2011 Growth Prospects
Goldman Sachs’ analyst Sara Friar is at it again.
Five Things Politicians Need to Understand About Data Centers
The Office of Governor Bob McDonnell of Virginia issued a press release today trumpetting their success in convincing Microsoft to build its latest Gen4 Data Ce...
Why Its Time to Break Up Microsoft
Microsoft posted a record quarterly profit of $4.5B on record revenue of $16.04B after the markets closed yesterday. The EPS of 51 cents blew away analysts cons...
Microsoft’s Crisis in Perception (Part 4)
In parts 1, 2 and 3 of this series I made the case that Microsoft is mistakenly viewed as a consumer products company when in reality the core of its business c...
Microsoft’s Crisis in Perception (Part 3)
In the parts 1 and 2 of this series I made the case that Microsoft is mistaken for a consumer products company when, at the core it is really an enterprise soft...