Ballmer Will Drive Microsoft to Its Death
it's brilliant that he wrote: We will see our product line holistically, not as a set of islands . That's been a gripe of mine for quite some time . And, while Microsoft's rah-rah memos have triggered some enthusiasm, this is not the first time we have heard Ballmer speak of synergy:
Firmly establishing one platform, Windows, across the PC, tablet, phone, server and cloud to drive a thriving ecosystem of developers, unify the cross-device user experience and increase agility when bringing new advancements to market.
That's from the company's 2012 annual report to shareholders.
So this is nothing new. This reorganization and refocus, while official, worthy of press releases and the subsequent regurgitation by the tech and financial media, is nothing new. Microsoft still needs to show it can execute. There's no evidence it can.
On the hardware side, you can point to nothing other than Xbox. A product most of the public -- and it appears, until recently -- Ballmer didn't even know Microsoft makes. That's Microsoft's only hardware home run.
You certainly can't call the Surface tablet a hit. (Heck, according to The Verge , Microsoft is already set to reduce the price of the Surface RT). And Microsoft still hasn't told us how it's going to extricate itself from the standard third-party produced laptop and desktop. All of this comes on the same day as, yet again, PC sales take a dump .
Ballmer mentioned the words "device" or "devices" umpteen times in Thursday's memo. If Microsoft intends to focus on "devices" it better up its game or find a partner willing and able to produce "devices" people, en masse, actually want to buy.
While it's certainly brighter, it doesn't look much better on the software and services side.
Consider this conjecture -- companies such as Google
But, beyond that, the future does not lie in software for Microsoft or, for that matter, Apple. With the emergence of Google and a zillion apps that help us do everything under the sun (from Evernote to Waze), there's no reason for anybody -- the rank and file, students and the enterprise -- to pay a dime to purchase or license software. Even if Microsoft can keep Office on the radar, it's not going to be the cash cow it has been historically.