MSFT has a very successful business suite called Office, that is used by BOTH businesses and consumers.
If MSFT spun off the "consumer" businesses, what happens to Office?
MSFT has the opportunity to LEVERAGE the success of Office to gain market share in mobile.
The POTENTIAL gains in mobile from leveraging the ownership of Office are immense.
It is short sighted of Vulcan to call for the split up of MSFT at this time, in my opinion.
Their is a powerful synergy between consumer and business, based upon the OFFICE suite.
In the future, almost everything will be accessed from the cloud.
But, who's cloud?
MSFT has the ability to become one of the top cloud destinations, which will become the key to future profitability.
The OFFICE suite, SKYPE, and gaming content will be key attractions for choosing MSFT's cloud over the competition.
Business people are also "consumers". The trend is NOT to carry 2 phones, 2 mobile computers
Most Business people want ONE mobile device from each category, that can handle ALL of their needs.
Bottom line, there are significant synergies gained by being both a business supplier, and a consumer supplier.
Just look at Blackberry...Their business offerings are suffering, because people do not want to carry around 2 devices...
If you are multi billionaire, or the manager of $15 billion, you can have an assistant who follows you around carrying all your various different devices... could it be that these super rich people do not understand how most people operate, in the real world?
Biting the hand that feeds IT
