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This is the first move by Microsoft that I can actually understand. They need to seriously rethink what their goals are. They can't have the computing monopoly they used to, so they really need to focus on what they're strong at: corporate software. And that is not a bad thing.

How about marketing Surface as a solution to corporate IT departments trying to wrestle iPads into their Microsoft ecosystem? Windows Phone could be the same. They could be the Blackberry of the new mobile corporate strategies. Then just keep doing what they do best: build products that plug and play very, very nicely with the rest of Microsoft's portfolio, and offer better corporate support for those products.

Instead of trying to figure out how to make a slicker Metro, how about making Sharepoint suck less? Keep the direction of VS going forward. Microsoft's "next big things" should be focused on innovating the corporate workspace. Stop trying to get tangled up in the Apple/Google wars and start focusing on challenging things like Google Docs, Box, and Red Hat instead. Those are Microsoft's real competitors.

It seems like they're very conflicted and confused about who they are supposed to be. They're not the cool new unproven software maker. They're the people whose products you use when you want to reduce IT costs and modernize legacy application portfolios.



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