Michael Comeau

Ballmer Needs to Live Up to the Hype

MSFT's problem is that is the world's worst allocator of capital. It has spent huge amounts of money to break into new markets and has consistently failed to generate new profit drivers. At the same time, the core business is being eaten alive by companies like AAPL.

As far as next O/S goes, it will have an even smaller impact than Vista did because people have been let down by MSFT way too many times.