Two good posts:
- "For the first time, however, businesses can look to Google and to Apple and see plausible, battle-tested alternatives to the products they have used from Microsoft—for much less money. And in a bizarre way, Microsofts spasm of innovation has made the company now a destabilizing factor for IT departments and Google Docs is looking an awful lot like the old guard."
- "A company that plays this game for too long becomes set in their ways, and any chance of real change simply becomes impossible. Microsoft is there, and has been for a long long time. Their product lines have stagnated, creating customer lock in is prioritized over creating customer value, and the supply chain is controlled by an iron fisted monopoly. Any attempt at innovation with a Windows PC has been shut out for over a decade, woe betide anyone who tried to buck that trend. The history books are littered with the corpses of companies that tried to make change the Windows experience. Microsoft's displeasure is swift and fatal to those that try. Or at least it was."
The real question is whether it should be shorted. A $180B EV is a lot for a company that will be non-existent in a decade, even if it does have $16B in net income.
Have these people been in a Microsoft store recently?