@monkbent areas that MSFT plays in enterprise are most vulnerable to consumerization. need to play that game or move upmarket
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@fuelcut yes, that's the counter-argument. They should focus on copting the intruders, i.e. services on top, starting with Office -
@monkbent yup. that is necessary, but not sufficient. Office pricing power diminishing over time with many new ways to create/share -
@fuelcut the fact Office wasn't on iPad in 2011 is key to understanding where Ballmer went wrong. -
@monkbent not having a viable web Office offering for 6-7 years after Google has been far more problematic
End of conversation
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@monkbent Gates made billions because he could charge *everyone* a couple hundred bucks. For a non-consumer company, that's harder.Thanks. Twitter will use this to make your timeline better. UndoUndo
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