What do you think of Steve Ballmer’s letter to Microsoft shareholders?

6635 pts.
Tags:
Consumerization
Microsoft
Microsoft Windows 8
Mobile
Microsoft CEO Steve Ballmer released a letter to shareholders yesterday that discussed how the company sees itself now and how it might evolve. In particular, he focused on the versatility of Windows 8, and the ways Microsoft is responding to the consumerization trend. He also hints at getting more involved in hardware production, which some suggest signals a shift to an Apple-like future. 

What do you think of the "new era" at Microsoft? Will the company's new strategies work, or is its time waning? Curious to know where you stand. 

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  • AndreaF
    I think this is coming at a time when new strategies are smart. Although profits for 2012 certainly looked good as things were, Microsoft needs to keep watching for new business trends and consumer markets to appeal to, to keep themselves up on top.
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  • TomLiotta
    I've been moving away from Microsoft for a few years and expect to be totally separated within the next year. The letter does nothing to persuade me otherwise.   ...how we see ourselves — as a devices and services company.   That completely leaves "software company" behind as a focus. It indicates intent to bring everything into Microsoft control.   Taking focus from "software" possibly shows that MS believes that Linux, Android, MySQL, open-source apps and suites, etc., are coming closer to a 'critical mass' or that they (MS) cannot continue simply cramming more unused features into everything they do. To continue growth, it must be generated in new market areas.   IMO, MS long ago outgrew the need for further growth.   Tom
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  • Ben Rubenstein
    So it sounds like you both agree that this a shift MS needs to make, even if it alienates some people (like you, Tom). Seems to me that Windows 8 and its related devices is a huge proof point here -- if there isn't mass adoption, does that signal that Microsoft can't compete as it knows it needs to?

    Stuart Johnston offered more analysis on this in his blog post yesterday. 
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