Microsoft
-
Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
-
Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
-
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
-
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
-
It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail…
-
Microsoft needs to first understand the type of company it is, and choose its strategy accordingly. That means focusing on services, not devices.
-
Daily Update: Sprint Abandons T-Mobile Bid, Microsoft Hires New Head of BD, Apple Touts App Store
-
Daily Update: Zillow Acquires Trulia, Samsung Delays Tizen Again, China Investigating Microsoft
-
Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
-
Daily Update: Split Microsoft Follow-up, Yahoo Buys Flurry, Valuing Privacy…Or Not
-
It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]
-
Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats
-
Daily Update: Breaking Down Satya Nadella’s Letter
-
Daily Update: Microsoft Phone, Wearables, and Office; Facebook Acquires LiveRail; Google and the Right to Censor
-
Daily Update: Google and Nest Information, AppleTV and HomeKit, Surface Pro 3 and Nokia X2