Microsoft is definitely in trouble - not in the short term but in the long term. Their problem is that they are so accustomed to the packaged sales model that software-as-a-service is very foreign to them. When they try their hand at it it is half-hearted and not very well designed or executed. And they think they can buy themselves out of their predicament by buying another behemoth on a downward slide. They just don't get it...
Instead they should be buying all the startups they can get their hands on - the money they are willing to pay for Yahoo will go a very long way in the acquisition of startups.
Instead they should be buying all the startups they can get their hands on - the money they are willing to pay for Yahoo will go a very long way in the acquisition of startups.