Earlier quoted context omitted.
Could have easily made the same criticism of Apple in the mid 90s. Microsoft can definitely be saved. You just have to fire Ballmer and put a visionary in charge. There are still some really good people working at Microsoft. Unfortunately, the leadership and vision haven't been there. Nobody has been willing to take risks. They took a risk in killing the OEMs and building Surface in house. They now need to take a big…
I used the think the same thing, but it's not clear to me that Microsoft "needs" saving. They're growing the enterprise side of their business quite fast and the problem just seems to be that investors expect them to be the next Apple, whereas Ballmer is turning them into the next IBM. They'll still make boatloads of money on the enterprise side and that'll be enough to keep them floating for decades to come, so I co…
And if they were just shooting for Enterprise++, keeping Windows Phone and Surface to keep enterprise device sales under their umbrella, they'd be spinning off the XBox and consumer media properties.
But they're not spinning anything off. They're still expanding into new spaces. And they're fighting for consumer money harder than ever.
I'd say the evidence suggests that, even though it could be wildly profitable if it went the IBM way, Ballmer still wants Microsoft to be all things to all people.