When you want to go somewhere, you're going to take the road that gets you there.
The company's historically about what? Operating systems. And operating systems are used by more and more classes of devices.
That vision of the future is not necessarily favorable to the desktop software that Microsoft sells today.
The real test for Microsoft is whether it can take search to the next level.
Conceptually, it sounds good. Execution will tell all.
Trojan horses are the real growth area.
We hope there's nothing serious, but they're being careful.
(June 15, 1948 - )
What breaks in a moment may take years to mend.