BoomTown is flatly fascinated by the rather incredible memo Microsoft CEO Steve Ballmer penned to his troops yesterday, with news of the reorganization of its massive Platforms and Services Division and the departure of its president, Kevin Johnson.
In the memo, in a very rare public airing of its less-clean laundry, Ballmer actually casts Microsoft’s two major rivals, Apple and Google, in a somewhat positive light, while still vowing to best them.
It is not often that Ballmer or even Microsoft Founder Bill Gates mentions either company in public. More to the point, what neither typically does is acknowledge that they do anything right.
But Ballmer did so yesterday in the memo, perhaps a sign that Microsoft (MSFT) realizes it has trouble on its hands and needs to publicly declare tough enemies to pump itself up to fight.
The memo should be Topic A for financial analysts, who are gathering at Microsoft’s Redmond, Wash., headquarters today for their annual meeting with company leaders.
“It’s going to be a rocky day,” said one Microsoft source.
And how! Especially given the need to explain the memo in more detail, including plans for beating back incursions by more nimble companies like Apple (AAPL) and Google (GOOG).
Ballmer took a baby step in that direction in the strategy email to employees.
About Apple, for example, Ballmer wrote:
In the competition between PCs and Macs, we outsell Apple 30-to-1. But there is no doubt that Apple is thriving. Why? Because they are good at providing an experience that is narrow but complete, while our commitment to choice often comes with some compromises to the Read the rest of this entry »