Steve Ballmer's getting a lot of (unsolicited) advice these days about what Microsoft ought to do. You can find one of the more thoughtful contributions in this morning's New York Times. Check out Randall Stross's piece in the Times, where he quotes MIT professor Michael Cusumano, warning against acquiring an "old-style Internet asset, in decline, and at a premium."
Instead, Cusamano makes offers an intriguing alternative: forget about Yahoo and go after SAP.
"It's not an outlandish idea. The two companies held merger talks in late 2003, and perhaps since then, too. Microsoft … Read more