Dear Microsoft CEO Selection Committee,
I know that you are actively looking for a new CEO and I am quite sure that I am at the top of your list even though you haven't contacted me ... yet. In the spirit of letting you know what you will be getting, I would like to outline my plan for Microsoft's future. The theme of my plan is 'Breaking up is the only thing to do'.
In the last 30 + years Microsoft grown from from a tiny start-up into one of the largest technology powerhouses in the world. But, as with any company, there comes a point where if the company continues grow and diversify it will be crushed under its own weight. Microsoft is at this point. The best move for the company and its shareholders is to break Microsoft into three companies:
1. WindowsOS, Inc. This company will open source the Windows desktop and server operating systems and Internet Explorer. It will provide development, support, and maintenance in a model similar to RedHat or Ubuntu. Open sourcing Windows has much better potential because the OS is fast becoming a commodity, and open source is an excellent and cost effective model for a commodity software business
2. XBox. Inc. This company will comprise of Windows devices including phones, game consoles, and tablets. It will also own the Windows 8 mobile OS. This company will focus on consumers with known name and flagship product.
3. Microsoft, Inc. This company will retain the high value applications that power business. Branded with the with the familiar and enterprise friendly Microsoft name, it will include SQLServer, Visual Studio and development tools, Exchange, and Dynamics. It will focuses on the Enterprise market. These tools will be ported to Linux over time to increase market share.
As for Bing-- I will sell it to whomever wants it (though preferably not Google since competition is a good thing). Microsoft does not need to compete with Google on is battlefield of choice.
I know that this is drastic move and there are details to be hashed out. In the long run, however, Microsoft's 'babies' can focus on their own businesses rather than trying to balance out competing demands from other units. My contact information is on this blog, and I expect to hear from you soon.