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Web strategy? Like media? Does a technology company need to have a content/media component -- which Yahoo basically is. Azure is a decent extension to the MS development ecosystem. Xbox and Xbox Live seem to be doing well -- I don't use either. Bing, while not Google, has it's fans. Where MSFT was late to the game is in their approach to the post-PC era. WinCE/WinMo were "ok" at the time, then the iPhone came along.…
Microsoft has lost; there's no getting back the head start they once had. It's not like Windows 8 is going to set the record straight and grow Microsoft to 10x the size of Apple and Google combined, like it once was. In part, this is because of their utterly flawed understanding of internet and the way humans (not businesses) work. Steve Ballmer is a joke of a CEO; a loud, screaming monkey that thought the iPhone was…
It has been awhile but at one point MSFT spent more on pure research than AAPL did on their whole R&D budget. Research takes time, but AT&T and IBM aren't doing much of it these years. Investing in research is another plus, not in the near term.