… is that right now it’s really interesting to watch. It’s becoming clear that big companies don’t fail, they melt, and the suggestion that they are probably going to have to divide itself into two or three companies is probably the right one.

I think the main problem facing Microsoft right now is that they are trying to get the same codebase to run everything from phones to tablets to desktops. With the introduction of touch screens, the industry divided itself into two, and that division will continue to increase as time goes on. That fingers alone are used to manipulate everything on a device is such a game-changer it necessarily means having to split off from whatever happened previously.