News.com’s special report looks at the challenges facing Microsoft: “For the first time in years, Microsoft seems vulnerable…The technology recession, strategic miscalculations and general wariness following the Justice Department’s four-year antitrust case have resulted in a psychological shift against Microsoft throughout the industry. Rivals and customers are sensing opportunities to challenge the software empire after decades of presumed invincibility.”
I think it is just fashionable to talk about Microsoft’s vulnerabilities. If anything, it is becoming stronger. [As the WSJ reports, Microsoft is once again the world’s most valuable company, with a market cap of USD 262 billion, ahead of GE.] Microsoft has already won much of the game (and the dollars) from the existing users. Where Microsoft faces its greatest threat are in the markets that don’t exist as of now – the next 500 million users.