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The two microsofts under Satya Nadella.

almost 3 years ago | From stratechery.com

My well-chronicled frustration with Microsoft's corporate strategy comes down to one point: I don't think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a vertical business should be differentiated.
Thus, I was quite pleased when Satya Nadella's first major move as CEO was the announcement of Office for iPad with an Office 365 subscription: finall...

       

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