That’s what Mark Anderson says about M$’s IT. He says they are in trouble with respect to consumer goods except for Xbox and suggests re-organization. He suggests they should either focus on consumers or stick with IT in business.
I think they are in trouble everywhere. It’s not that they are not making money but their growth is so much less than other businesses that they will become a niche player. Their shrinking monopoly will be all they have. Eventually, they will become a patent troll or bitter failure like SCO. The only thing preventing total collapse at the moment is the loyalty of the “partners” who are solidly locked in. Consumers are not and when the consumer gives their custom to OEMs who are not partners or who break rank with M$ there will be no way to recover from a huge slide.
I am not worried. GNU/Linux can easily take up the slack in software. Consumers have many choices in ARMed gadgets. They soon will have choice in ARMed PCs at the retail level. M$’s shares are down 25% from the post-”7″ highs, about even for the year. RedHat is up 50% in the last year. M$ does not own the future.