[HillRat]

Yeah, the coldest summer I ever spent in Seattle was hauling an iPad around meetings at Redmond. One L69 had this very pointed way of staring at the tablet, then at the big red clock, then back again. Keep in mind, I was part of a team coming in as a prospective customer. Just very weird.

I still have hopes for Nadella -- maybe just because I'm an old Sun warhorse -- but it's going to require a big rethink of MSFT, which right now is basically just a cash pile in search of a market. Changing the burn rate is just playing at the margins (layoffs are not a strategy), and if there's a big plan underlying the Mojang acquisition it's incomprehensible to me on both strategic and financial levels. Likewise, mass-producing Perceptive Pixel displays, while undoubtedly cool, is both fiendishly difficult (PP was basically a garage manufactory, so this is a software company figuring out how to scale up a product that has never been mass-produced) and not something that can push market dominance. Buying Nokia kept MSFT in the mobile space at a very high price, but really only purchased time and space, not a turnkey strategy.

Having said all that, it seems to me that there are two companies on the auction block right now that could give Redmond the germ of a strategy. Both Xamarin and Unity would fit very comfortably in what is arguably MSFT's wheelhouse -- software development tools -- while giving the company a way to seamlessly increase their mobile app ecosystem.

[ScottBurson]

> the coldest summer I ever spent in Seattle was hauling an iPad around meetings at Redmond

> [from the article] “[Ballmer's] view was that anyone in the company who used the iPhone was a traitor,” says this person. “His dad worked for Ford, and that meant you had Ford in your garage.”

This attitude drives me nuts. The best thing Ford and GM could have done in 1985 would have been to buy Civics and Corollas for 10% of their employees so they could see for themselves what was so good about them. But no, instead they had this adolescent "be true to your school" thing going on.

The same clearly applies to Microsoft. I hope Nadella gets that business is not a repeat of high school.

[throwawaymsft]

Beautifully put. Used to work there and the inner navel gazing was painful. People assumed loyalty meant blindly ignoring competing products under the guise of "dogfooding". They would dismiss competitive products almost in disbelief that people would use them (without ever have tried!).