I think the giant is awakening. That’s something, and potentially constructive. However, my concern is that the breadth of that change is still too limited and the overall pace of change is grossly inadequate. Like Nero fiddling while Rome burned, Ballmer seems to be content with half measures while MSFT does - or at least while the first embers, which had already been apparent for years, now threaten to turn into something much more serious. Worse, management may be getting desperate about that situation - hence the recent ill-advised and fiscally irresponsible YHOO bid.
MSFTextrememakeover on Microsoft