Because the litigation has become so much of what they are, the lawsuits tend to eclipse anything else they try to do. And if it goes bad for them with IBM, I doubt anything they do with software will be able to save them.
More Quotes from Rob Enderle:
This is an initiative to create a high level of integration and is almost a complete reorganization of the Microsoft architecture, ... But I haven't seen anything new they've done that has gotten me excited.Rob Enderle
He's really getting the financials and operations in good order and making strong management and organizational decisions, as opposed to going after every opportunity on the planet. Those decisions are very hard to make, because a lot of folks only want to acquire companies, and the end result is a complex mess that can't be managed.
Rob Enderle
This is Microsoft moving toward offering all of its software as a service, ... Microsoft will ease into it because they don't want to give up the product revenue before the services revenue can ramp up.
Rob Enderle
Certainly the new iMac is a powerful offering, and Steve Jobs has pulled another rabbit out of his hat, ... But their biggest problem will continue to be their ability to get parts.
Rob Enderle
Mobile broadband, which recently entered the U.S. market, is rapidly becoming the 'must have' technology in an industry already accelerating its shift away from desktop computers. This high-speed, broad-reach wireless technology opens up a serious set of future possibilities for both business and entertainment markets, creating one of the most powerful growth opportunities we have ever seen.
Rob Enderle
The product is clearly now really late.
Rob Enderle
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