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Wednesday, June 3, 2009
11:04 AM TweetThis
  • As Google (GOOG) pushes its Android mobile phone operating system onto computers, Microsoft (MSFT) is trying to extend its operating system to the rapidly growing set of consumer gadgets that includes media players, navigation systems, digital picture frames and digital TVs.
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This news story has 2 comments:

  •  
    Microsoft couldn't sell ice to coca cola. Short the hell out of that stock if you know what's good for you and your portfolio.
    Jun 03 11:10 AM | Link | Reply
  •  
    Microsoft are a strategically savvy enough organization to know that you don't fight "death from below" attacking your up-market presence with a death from above expansion strategy into the down-market.

    Yet they can't avoid the same temptation to ignore reality that all successful companies fall prey to when they face situations straight out of Christensen's _The Innovator's Dilemma_.

    I believe Gates understood this conundrum and got out while the getting was good. It is clear that Ballmer remains delusional.
    Jun 03 11:52 AM | Link | Reply
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