Reading Between the Lines with Bill Hilf: Microsoft Must Really be Hurting

“I look at Microsoft’s quarterly numbers, and the company seems
to be doing well. Its two monopolies are firmly intact, and it’s
well on the way to building a third and fourth in Exchange and
Sharepoint. Of course, there are a range of reasons to believe
Microsoft is limping toward stagnation, that it’s losing its
fervor, but I think it has plenty of years left in it.

“All of which makes it hard to believe Bill Hilf’s recent
comments in the Asian press…”

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