Saul Sterman

Microsoft's Current Situation: Like IBM in the '80s

You missed the point and confirmed both the author’s assertion and the culture comment posted above.

No one is saying that Apple will replace MSFT today. The point is that MSFT is putting all of its eggs in one basket and every attempt to diversify has met with failure because its approach is from a monopolistic skew.

No one can build from the top down. New markets are built from the bottom up. If MSFT can repeat its success story again, then and only then will it have a new monopoly.

The “we are the biggest and best” syndrome is what cut Big Blue down to size. The same is happening to MSFT. If I didn’t care about MSFT or ‘have a bone to pick with Microsoft’ I wouldn’t bother writing about it.

Microsoft's Current Situation: Like IBM in the '80s

I agree.

Once MSFT burns through the first 20 billion, I hope they wise up before dumping the second 20.

MSFT could have bought 5 companies (like Electronic Arts) by now and start building a new empire from the bottom up. The culture problem is that they are so used to being a monopoly that they have forgotten the meaning of hard work.

Disclosure: This is my personal opinion and may not reflect the opinion of CrossProfit.com.
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