Microsoft in the Crapper

Our track record on Microsoft is scary. In November 1999, about 30 days before Microsoft hit its share price peak of $57,  we published Goodbye Mr. Bill? in a play on a then well-known Saturday Night Live skit.  Goodbye started with these prophetic lines:

“Bill Gates has a problem: how to move Microsoft from the market for hundreds of millions of PCs that Microsoft dominates to the market for tens of billions of post-PCs that no one dominates or even understands. Gates has a secondary problem almost as large, which is that good post-PC software is invisible, as it is on a Sony PlayStation. How can Microsoft stay visible, and brandable, in the Big Bang markets of tomorrow?”

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