Google, Amazon, Apple, and Facebook all have one or two things at which they’re the best in the world, and the rest of their products flow from those. The thing at which Microsoft was the world leader—desktop operating systems—no longer presents growth opportunities. It needs to stop chasing trends and decide what it’s going to be the best at next. If it’s devices, the company needs fewer Zunes and more Kinects. If it’s services, it needs to stop parroting Apple in the consumer market and build on its comparative advantage in the enterprise market.
And if it’s “devices and services,” consumer and enterprise, all things to all people—then Microsoft is doomed to a slow fade from relevance, and a new CEO isn’t going to do anything to change that.
Indeed, I wouldn’t trust a company that sells the Kinect, the Xbox, and possibly other crap I don’t want to know about, to sell me SQL Server, BizTalk, Dynamics NAV, and the like. But when comes to “Windows no longer presents growth opportunities“… why should it?
You know, food processing companies keep selling mustard — although it doesn’t present “growth opportunities”. Some people prefer curry — but the mustard is still good, and people keep buying it.