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Re:U.S. states lean toward breaking up Google's ad tech busi... by hyperbovine on Friday June 05, 2020 @02:55PM (#23432371)
Fun fact, MSFT and AAPL currently have the exact same market cap. The story of Microsoft dying a slow death having missed the boat on internet, cloud and mobile is like 10+ years out of date. If anything, I'd say the antitrust trial was actually beneficial in the long run. It is a much nimbler company now than it used to be.
Re:U.S. states lean toward breaking up Google's ad tech busi... by nostrademons on Friday June 05, 2020 @03:02PM (#23432474)
Nadella brought life back into MSFT, but they were an also-ran from about 2000-2014.
Re:U.S. states lean toward breaking up Google's ad tech busi... by pianoben on Friday June 05, 2020 @04:17PM (#23433449)
You know you _say_ that, but during that timespan their annual net income rose from $5B to $22B, and global revenue for the same timespan from $28B to $86B. Eighty-six billion dollars. Can you really call them an also-ran, or Ballmer an unqualified failure?

Yes, they missed the mobile boat and were late to IaaS/PaaS, but to dismiss them for nearly two decades is perhaps unfair.

IMO their biggest failure was losing their developer base. DevDiv really seems to have fallen asleep at the wheel - or to have been neutralized by the OS group.

[0]: https://www.statista.com/statistics/267805/microsofts-global...

Re:U.S. states lean toward breaking up Google's ad tech busi... by nostrademons on Friday June 05, 2020 @05:43PM (#23434367)
Innovation is a different skillset from maximizing profits of an existing product portfolio. Ballmer was pretty good at the latter and sucked at the former. With the exception of Azure (which was a little late to the party), the business lines that Ballmer milked were all initially developed under Gates.

The biggest years of profitability for most tech companies come after their innovation heyday (when they've already established their market position and no longer reinvest large amounts of cash into new product development), but without continued innovation a tech business eventually fades away into irrelevance.

Re:U.S. states lean toward breaking up Google's ad tech busi... by intended on Friday June 05, 2020 @03:14PM (#23432628)
Credit to Ballmer as well - Nadella took over and pushed many products and changes that Ballmer had started, recognizing that they needed to change.

Not that I’m complaining - the surface line revitalized laptop and stylus tech for windows.

Re:U.S. states lean toward breaking up Google's ad tech busi... by wayoutthere on Friday June 05, 2020 @08:47PM (#23435744)
Yeah, Azure is huge. There are a lot of companies that see themselves as direct competitors to Amazon and refuse to allow any of their applications to use AWS. Walmart is a huge one with this -- if you want to sell IT services to Walmart, your product cannot run on AWS. They're not the only one either.

Azure also kind of just plays better with the whole Active Directory / Office 365 / Sharepoint ecosystem and many Azure products are substantially cheaper than AWS.

Re:U.S. states lean toward breaking up Google's ad tech busi... by disgruntledphd2 on Saturday June 06, 2020 @05:14AM (#23437788)
Also, Microsoft have incredibly good enterprise sales, which Google appear to lack, and Amazon have had to build up from scratch.
Re:U.S. states lean toward breaking up Google's ad tech busi... by baby on Friday June 05, 2020 @04:05PM (#23433297)
That's actually no great for M$ compared to how small Apple used to be compared to them...
Re:U.S. states lean toward breaking up Google's ad tech busi... by dntbnmpls on Friday June 05, 2020 @08:13PM (#23435483)
To be fair, there was a time when MSFT was small compared to AAPL.
Re:U.S. states lean toward breaking up Google's ad tech busi... by bashinator on Saturday June 06, 2020 @12:55AM (#23436930)
Are you talking about the early-to-mid '80s, when they were both microscopic compared to anything today? Not really a valid comparison.
Re:U.S. states lean toward breaking up Google's ad tech busi... by scarface74 on Saturday June 06, 2020 @12:17PM (#23440206)
Until 1992. Apple had a larger market cap than Microsoft.
Re:U.S. states lean toward breaking up Google's ad tech busi... by dntbnmpls on Saturday June 06, 2020 @07:35PM (#23443311)
> Are you talking about the early-to-mid '80s

No. Microsoft didn't IPO until 1986. So after the mid 80s to the early 90s.

> when they were both microscopic compared to anything today?

Well, both apple and microsoft were "microscopic" in the 90s compared to what they are now. But still apple was the star tech company of the 80s and microsoft was the star tech company of the 90s.

> Not really a valid comparison.

It actually is if we are being honest. But that wasn't my point. Was just pointing out that once Apple was the big success compared to microsoft because microsoft became the big success. But you can cherrypick dates to fit whatever narrative you wish.

Re:U.S. states lean toward breaking up Google's ad tech busi... by loudmax on Friday June 05, 2020 @03:20PM (#23432706)
And as deeply entrenched as ever in the enterprise work space.