Why Microsoft Shareholders Should be Very Concerned
This weeks Partner’s conference has once again exposed Microsoft’s complete lack of any credible consumer strategy. On the one hand Ballmer claims h...
Category: Strategy
Intel’s ARMageddon II
Back in January of this year I published an article about the threat the ARM processor architecture would pose to Intel in the high margin – highly profit...
Policy Challenges for A Globally Integrated Innovation, Production and Market Platform
“Cloud computing” is much more than simply a new set of technologies and business models. It is rapidly emerging as the platform that will underpin the next ge...
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...
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.
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...