Very thoughtful article about Microsoft’s current state. Perfectly reflects my view of things. I’ve said many times before that Microsoft’s focus on Windows blinds them. Whether Nadella can turn this around remains to be seen.
In short, it’s time to break Microsoft up.
In 2000, Windows, Office, and Server were a virtuous cycle. Today, Windows and the entire devices business is nothing but a tax. Microsoft is a company that is meant to serve the entire market, and the way to do that is through services on every device.
By the way, if you’re not subscribed to Ben’s stratechery blog… it’s very worthwhile doing it now.
Full article here: http://stratechery.com/2014/making-sense-microsoft/