Of course, size and longevity can count against a company but you have to assume senior management now get that. We’ve heard it often enough. And some are smart enough to adapt. Does that apply to Ballmer’s team?
While the popular press talks about the decline of the PC and the rise of mobile, Microsoft is betting on a different demand structure, one where devices of all kinds have a role to play, especially in what we used to call emerging markets.
People tend to think of “emerging markets” as mobile-centric. Redmond, though, believes that the world coming online is a diverse population, some snapping up mobile but others hungry for a different type of screen – like maybe that smaller Surface Microsoft announced recently.
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