“If you want to know where a technology company is going next,
you watch its investments.
By that criteria, Microsoft no longer wants to be a PC company.
It wants to be an Internet access provider.”
“Let’s look at the past year. During that time, virtually every
Microsoft investment has been in one of these three areas:
Broadband/Convergence… Wireless… Web content…”
“But don’t be fooled. Microsoft doesn’t really want to be in the
access business. By investing in these areas it accomplishes three
things: Jump starting broadband and wireless growth… Buying its
way into markets… Blockading enemies… “
Complete
Story (page 2 – Jesse Berst’s full list
of Microsoft acquisitions and investments)