Barney's Blog

Blog archive

IBM in Reverse, Ballmer Says

There's nothing worse than a boring actor, politician or CEO. That's why I'm such a fan of Steve Ballmer. Boring he's not. Nor is Steve shy.

In a recent interview, Mr. Ballmer analyzed IBM's business moves over the last decade or so and found them wanting. In particular, he wondered why IBM would purposely divest itself of businesses such as network hardware and PCs, and purposely become a smaller, less strategic company.

IBM's logic is these were low-margin businesses. But Microsoft has a different worldview: It will happily lose money or break even just to get into a market it sees as core. If it sticks with the plan long enough, it wins -- like it did with the Xbox.

Has IBM lost some of the sizzle it had back in the PC days? Share your thoughts at [email protected].

Posted by Doug Barney on October 02, 2009


Featured

  • Windows 365 Cloud Apps Now Available for Public Preview

    Microsoft announced this week that Windows 365 Cloud Apps are now available for public preview. This aims to allow IT administrators to stream individual Windows applications from the cloud, removing the need to assign Cloud PCs to every user.

  • Report: Security Initiatives Can't Keep Pace with Cloud, AI Boom

    The increasingly fast adoption of hybrid, multicloud, and AI systems is easily outgrowing existing security measures, according to a recent global survey by the Cloud Security Alliance (CSA) and exposure management firm Tenable.

  • World Map Image

    Microsoft Taps Nebius in $17B AI Infrastructure Deal To Alleviate Cloud Strain

    Microsoft has signed a five-year, $17.4 billion agreement with Amsterdam-based Nebius Group to expand its AI computing capabilities through third-party GPU infrastructure.

  • Microsoft Brings Copilot AI Into Viva Engage

    Microsoft 365 Copilot in Viva Engage is now generally available, extending Copilot's AI-powered assistant capabilities deeper into the Viva platform.