SNS: Satya’s Challenge: What Microsoft Faces

Volume 17, Issue 5       
Week of February 3, 2014

In This Issue

Feature: Satya’s Challenge: What Microsoft Faces

Quotes of the Week

Upgrades

• The Real Google Motorola Story
• Auto Judo: The Japanese Fuel-Cell Cars Arrive

Takeout Window

• The Big Four: The New Microsoft Power Team
• The Global Economy: Why Worry?

Ethermail

In Case You Missed It…
Members Making News

—

The problem for Microsoft has never been making money; Steve Ballmer proved that beyond a doubt. Rather, the company’s historic challenge (other than avoiding Justice Department dismembering) has been to convince investors that a fast- (or slow-) follower business model deserves increasing valuations. Wall Street’s clear answer to date has been “No.”

That was before the world got much more complicated.