“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…”