Microsoft
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A WARM-Up Act
As WARM (Windows-ARM) reportedly takes the stage in Las Vegas tomorrow, some thoughts: This is “big” Windows, not yet another repackaging of Windows CE. Remember Windows NT got its start supporting multiple CPU architectures. This has huge implications for Windows Phone’s future. It makes no sense to have two separate operating systems and application ecosystems…
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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…