Microsoft
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The Baby Bills Are Back
First it was Forbes, and now Goldman Sachs is raising the idea of splitting up Microsoft. When the Department of Justice proposed splitting Microsoft asunder, the company resisted it tooth-and-nail. Ten years later, it isn’t a crazy idea and could be done on Microsoft’s terms. It might just be the best way to unlock value…
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So Who is Giddy About Windows Phone 7?
Windows Mobile is a dinky business for Microsoft but it has assumed a much greater symbolic role as a lens to judge the company’s future prospects and its ability to compete outside of the traditional PC business (the inexplicable lack of a Windows tablet is more significant as the iPad is cannibalizing laptops but doesn’t…
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A Perfect Match
I have been asked for perspectives on the EU investigating IBM for mainframe malfeasance. Other than saying how nice it is to see these two fine organizations keeping each other busy, I really don’t have much new to say beyond our last installment on this topic 18 months ago. The glacial pace is probably fine…