Microsoft needs the enterprise

This is a market that Microsoft should own: they own the operating system; they have a huge reseller channel; an enviable position in the enterprise; and some of the best software engineers in the world. So why don’t they?


Mobile is a distraction for Microsoft, not the future. The bigger problem: their failure to own virtualization. If Microsoft added market leader VMware’s $38 billion market cap their share price would be almost 5 dollars higher.

“Do what we do, RUN!”

Microsoft won’t succeed in the mobile business, especially against Apple. Their every attempt to take down Apple - Zune, Windows 7 phone, tablets, retail stores, even the X box vs iPhone/iPad gaming - has failed.

Sure, the iPad is eating into PC sales, but only for consumers who didn’t need a PC. No way does a tablet replace a PC for serious work. Apple saw that, Microsoft didn’t. End of story.

This is where Hyper-V comes in. Two years ago Microsoft had great plans for overtaking VMware in virtualization.

Ballmer made speeches, aggressive plans were laid out, the reseller channel was primed and ready. But then what? Nothing.