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Category: Platforms

Cloud/Futures/Microsoft/Platforms/Strategy

Why Its Time to Break Up Microsoft

Posted on July 23, 2010 by JM

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/Platforms/Strategy

Microsoft’s Crisis in Perception (Part 4)

Posted on July 11, 2010 by JM

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/Platforms/Strategy

Microsoft’s Crisis in Perception (Part 3)

Posted on July 10, 2010 by JM

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...

Microsoft/Platforms/Strategy

Microsoft’s Crisis of Perception (Part 2)

Posted on July 8, 2010 by JM

In Part 1 of this post I explained why I do not believe Microsoft is a consumer products company and some of the strategic perception issues this causes for the...

Microsoft/Platforms/Strategy

Microsoft’s Crisis of Perception (Part 1)

Posted on July 7, 2010 by JM

Microsoft faces a growing crisis. The company is increasingly perceived as an under performing ‘Consumer’ products company which lacks the ideas, in...

Cloud/Platforms/Political Economy

The Reality of ‘Private Cloud’

Posted on June 26, 2010 by JM

Mary-Jo Foley posted a provocative article yesterday about the reality of ‘Private Cloud’ offerings and who is driving the demand; customers or vend...

China/Futures/Platforms/Political Economy/Presentations/Travel

IT Platforms and the Ecology of Innovation

Posted on June 18, 2010 by JM

It has been fun being back in Beijing this week. My first visit to the city was in 1989 when the streets were still filled with bicycles. I’ve been back h...

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