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> Is Microsoft doing an IBM-like refocusing? They have no choice. Desktop systems aren't a growth market anymore and, so far, they don't own anywhere else whic

• scholia 11y ago
  They're certainly refocusing but Azure and Office 365 are both growing rapidly. Of course, they're cannibalizing their own stuff. The interesting question is the effect on revenues a few years down the line.... Microsoft has also overtaken IBM in annual turnover, having given it a $50 billion/year start. That means it's refocusing from a healthier financial position, at the moment. It remains to be seen whether Nadella can do as well as Ballmer, who tripled turnover and doubled profits. That's quite a challenge.
• skc 11y ago
  It isn't necessary to "own" a growth market to be successful but having said that, don't discount Office 365 which has already usurped Google's similar offering by all accounts.