Hernandez wrote: “We view the mobile/tablet/smartphone market as a strategic imperative for Microsoft, not so much for the immediate revenue opportunity but more so because of the potential competitive impact on the core Windows franchise over the long termâ€¦In our view, the inroads that Apple and now Google have made with smartphones and tablets have created a scenario whereby a new generation of consumers is increasingly looking beyond Windows for their basic computing needs, especially with more and more content and applications available in the cloud and accessed through a browser, obviating any need for a Window-based machine.”
He was not particularly impressed by the recent re-org either, feeling Ballmer has never shown any particular instinct for mobile computing.
He felt even Windows Phone 7, despite rave reviews, did not go far enough to create revenue upside for the company, due to low per unit income, and believed the whole unit should be dismantled, leaving Microsoft to focus on web and cloud services, and on its ‘post-Windows’ OS Midori.
Read more at Re-think Wiress here
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