5.27.2010

Where is Microsoft now?

It was 1980, exactly 30 years ago, the legend started.
When IBM chose Bill Gates as a supplier of OS of personal computer, Bill Gates developed and supplied MS-Dos. Inspired by Macintosh, Bill Gates announced new operation system, MS-Window. Since then, many valuable companies have failed in challenging Microsoft. Lotus 1-2-3, Netscape, and even Britannica have failed. Also, even the Apple was in big crisis while in competing Microsoft.

But now, Microsoft didn’t continue its success history recently.
The alliance called “anti-Microsoft” (Google and Apple) seems succeeded.
They realized MS is not big threat anymore and started to fight against each other.
Some might say it is because Bill Gates retired and it might be true.

But I want to find the reason from somewhere else.
How did Microsoft grow? Microsoft simply grew just in way of investigate and copying other’s. MS-Dos was simply imitation of CP/M, MS-Window was of Macintosh, MS Office was of Word Perfect and Lotus 1-2-3, and Internet Explorer was of Netscape.
However, even they have copied other company’s software, Microsoft put their best effort to develop better product than original one.
But most important factor of their success was investigation.
Microsoft had extraordinarily good sense in knowing what will be the biggest agenda in future of IT industry. With this sense, they could find the opportunities and never lost in competition.

But somehow, it seems they lost their sense.
They haven't find any new business model for a long time and this is very big problem.
Maybe it is because Bill Gates retired, or something else. But what is obvious is that Microsoft had lost all the agendas of today. All of them went to Apple and Google who were the once core member of “Anti-Microsoft alliance”.

Without taking it back, or finding new agenda or new business model, Microsoft will be remained ordinary (but big!!) company. It will be very interesting to see how Microsoft will choose and how much ability Steve Ballmer has.

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