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> If they make most of their cash from enterprise, is it reasonable to criticise him for missing the phone/tablet revolution? I mean, we don't criticise jobs for missing the enterprise software market.

Apple is a very focused company that competes in a few select markets (rare for tech giants). Enterprise is not one of them. You can't criticize Steve Jobs for not succeeding in the enterprise market any more than you can criticize him for not succeeding in the search engine/online advertising market. Enterprise has never been a core part of their business.

Microsoft has been trying, and failing, for 10 years to create a market for their tablets. Another company created that market. It's been 18 months since the iPad was announced. Google, RIM, and HP all have operating systems appropriate to compete in the tablet market. Microsoft still has nothing.

Ballmer mocked the iPhone when it was introduced. Apparently he genuinely believed what he was saying, because instead of mocking the iPhone publicly but scrambling to bring Windows Mobile up to what would clearly be the new standard for smartphones, he let three years pass before Microsoft released a credible competitor. Meanwhile the smartphone industry exploded and as of now is dominated by other companies.

In these two crucial markets that are part of Microsoft's core business, Microsoft has been incompetent. At what point is it appropriate for the board to hold the leadership accountable?



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