Friday, May 29, 2009


10 years is a long time.

I have been reading this morning about Microsoft's new search platform, Bing, and am decidedly not excited.
Maybe they caught up to Google. As I wrote earlier, that won't be enough.

IBM's stock has outperformed Microsoft's over the last 10 years, which to me is a big deal. Maybe Microsoft should switch from Google envy-based R&D game plan to a strategy that is more shareholder-friendly.

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