When he jumps up and down and waves his arms he can look a little bit like a monkey and under his reign as CEO, Microsoft has gone from being feared by rivals and loved by investors to being pitied by both.
It’s no wonder that Microsoft has gotten a bad reputation. Windows run PC’s are clunky and buggy compared to Apple’s sleek interoperable ecosystem. Zune was a joke and Apple’s iPhone phone business alone is now bigger than all of Microsoft.
Yet look a little closer and a different story emerges. Microsoft is quietly coming back. In ways large and small, they are gaining ground and may be ready to return to dominance. I realize that’s not a popular view, but after analyzing their business it’s become clear that they have important advantages that will help them prosper in coming years.