I'm going to be on Business News Network this afternoon, 4pm PST / 7pm EST, talking about if Microsoft is still innovating? This is, of course, related in part to earnings announcements from a bunch of companies, and more directly, the Microsoft investment in Facebook. I'll be on a mini-panel with Fred Vogelstein.
Some related links / thoughts below, I'll clean this up after the interview:
- John Battelle on Facebook and Microsoft
- Paul Kedrosky on Facebook and the Microsoft Curse:
Do you believe that Microsoft knows its own strategic interests, and that it can act rationally and appropriately in their defense? Ten years ago I might have said yes, but today I have a much harder time. So when it comes to defending a large strategic premium over a credible competitor with a better basis for economic valuation, I have a hard time.
- Recent interview with Steve Ballmer at the Web 2.0 Summit -- from Ballmer on Windows Live search, "it's like a 6 year old playing hoops with the 12 year olds"
- Did Microsoft pay too much for Facebook? Well, Facebook might be overvalued, but it's small dollars for Microsoft and gives them potential insite into profile / social based advertising
- MSFT failures -- Zune, Windows Mobile (failure outside of the US), search
- MSFT wins and/or in progress -- Silverlight, an Adobe Flash competitor, casual gaming and home based social networks (XBox Live Arcade, Windows Media Center, etc.)
- innovation? Microsoft Research (PhotoSynth), new offices and working environments down in Redmond and elsewhere
- closing thought: competition is good, Microsoft isn't going anywhere; they *should* compete more on innovation rather than dollars and marketing