It's Time For Microsoft To Face Reality About Search And The Internet (MSFT): "Microsoft still has an AWESOME business in enterprise software and services. This business continues to provide the vast majority of its revenue and all of its profit. By continuing to pour resources and attention into its mediocre consumer Internet business, Microsoft is failing to fully exploit an opportunity that it has a much better chance of dominating: Enterprise applications, including SAAS services such as those offered by Salesforce.com, et al.
Importantly, Oracle and IBM are still making major hay in enterprise software. While Microsoft fiddles with search and advertising, Larry Ellison has bought up most of his competitors. Every dollar of revenue and profit Oracle, IBM, SAP, Salesforce, et al, generate is a dollar that Microsoft is leaving on the table in a misguided attempt to make headway in a business it has no core competency in."
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