Originally Posted by mechtech
Microsoft has had over a decade of major failure. Anyone who follows tech and investing knows this. Below are all the areas that microsoft was in the #1 position to exploit, but didn't.
They missed the entire consumer side of internet revolution. Microsoft products are not central to consumer's internet lives, and they missed the advertising boom, which directly spawned a company (Google) that has blown past Microsoft's market cap. The online ad portion of Google alone is worth as much as the entirety of Microsoft.
On the other hand, MS has done well on the cloud front, with a sizable share of the market and profit and strong product footholds in both enterprise and consumer space.
In short, Microsoft is a poster boy for a stagnant company that has serious structural problems and a lack of innovation. 75% of their profit comes directly from 2 product lines that are over 2 decades old. The entire internet revolution happened, and they basically missed all of the profit from it, amazing.
Huh? Google's advertising/search portion is 62% of Google where 22% is Networking. Windows and Office are nearly split at 33-37%... You posit that MSFT is a one trick pony yet they are less reliant on any one venture than both Google and Apple(iOS == 70% of APPL revenue). Don't be disingenuous.
MS missed the social networking revolution.
Their software and services are powering the backend... Myspace and Facebook were pretty much the only players, now its just Facebook.
MS missed the smartphone revolution and was utterly left behind.
Everyone was left behind when Apple released the iPhone. Microsoft predated the smartphone revolution and now they're reinvigorating it with something different. Did you miss the part were WP is beating BB in marketshare in NA and WW?
MS missed the tablet revolution due to corporate infighting that lead to terrible end products
They predated the tablet revolution by making specifications that OEMs had to follow. They never launched a tablet.
They're not innovative yet they sit atop the tech industry as the company that spends the most on R&D and with technologies that, despite not being successful initially, were still among the first
.Edited by BizzareRide - 7/26/13 at 9:09am