Bill Gates presented at CES last evening. Fairly magical as described by Robert Scobble's real-time blog on it. (Robert works for Microsoft but generally speaks his mind), in this video and this transcript.
So I am thinking this is what Microsoft should really do - go back to its PC and consumer roots - things they really enjoy. BuyYahoo as rumors are floating. Focus on Google and Web 2.0 and games. But spin off the enterprise business - let some enterprise guys re-energize that business - SQLServer, Dynamics, corporate use of Office and more vigorously compete with SAP, Oracle, IBM and emerging SaaS and open source options. Or Microsoft can gradually lose CIOs as they increasingly lose patience with its delivery and quality issues.
