Fabrice Taylor in Globe Investor:
Nortel Networks, Remington, Eastman Kodak: The list of once-thriving and now-defunct or moribund technology companies reads like the stops on an abandoned railway line. You can add Microsoft to that list. It’s well on its way to obsolescence. Nothing can be done. It’ll take a long time – decades – but this $200-billion company is finished.
The company should stop messing around and behave like a utility: Cut costs, including R&D, focus on what it does reasonably well and give all the money it can back to shareholders to maximize their returns.
I would rather that CEO Steve Ballmer continue to run Microsoft as he always has. Poorly.