Linked by Thom Holwerda on Mon 18th Feb 2013 21:18 UTC
Microsoft "Although Bill Gates stepped away from his day-to-day role at Microsoft nearly five years ago, he still keeps a close eye on the company he co-founded - and he isn't always happy with what he sees. During a recent interview broadcast this morning on CBS This Morning, the Microsoft chairman was asked by Charlie Rose whether he was happy with Steve Ballmer's performance as chief executive. Noting that there have been 'many amazing things' accomplished under Ballmer's leadership in the past couple of years, Gates said he was not satisfied with the company's innovations." It's impossible to deny by this point that Microsoft hasn't done well in mobile. It would be more surprising if Gates had denied it.
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RE[2]: Comment by Nelson
by Nelson on Tue 19th Feb 2013 17:04 UTC in reply to "RE: Comment by Nelson"
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Using commercial success as the yard stick to measure the soundness of a commercial company's strategy is not entirely unreasonable.

Eventually, no, but I don't think it comes right away. Plenty of eventual market leaders did not become so overnight. It took Android years, many, many terrible years before it became this self sustaining powerhouse. Similarly with the 360.

I think you're right about not writing them off yet. They could just buy their way back into the game if all else fails. As to the success of their recent 'innovations' as a way back to the top of the pile, I think it requires a degree of faith that goes beyond cold analysis to hold the view you expressed above.

I think if you've seen posts where I've recently been critical, you'll see I don't make excuses for them where I think they don't deserve one. I'm very candid with my opinion of what Microsoft should fix. I just don't think that they need to fundamentally change direction. I feel that they actually have a compelling value proposition, they just really, really suck at closing the deal.

Another example I'd give of a dramatic turn around is Windows Live. Anyone remember the inexcusable mess that was? Look how it is now. Outlook. Skydrive. People (contacts in the cloud). Office 365. Its becoming way more coherent.

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