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.
Category: Platforms
Why Sarah Friar is Wrong About Microsoft’s 2011 Growth Prospects
Goldman Sachs’ analyst Sara Friar is at it again.
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...
Microsoft’s Crisis of Perception (Part 2)
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’s Crisis of Perception (Part 1)
Microsoft faces a growing crisis. The company is increasingly perceived as an under performing ‘Consumer’ products company which lacks the ideas, in...
The Reality of ‘Private Cloud’
Mary-Jo Foley posted a provocative article yesterday about the reality of ‘Private Cloud’ offerings and who is driving the demand; customers or vend...
IT Platforms and the Ecology of Innovation
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...