Repeat after me, "We're on the cusp of..."
Utzschneider admitted that MBS had struggled to integrate its new acquisitions, blaming "indecisive leadership" for its struggles."Indecisive leadership"? Whoa there big fella! At MSFT? Now, it's unclear who he's referring to exactly (maybe he has some political smarts after all) but since he credits "better overall leadership" under Orlanda Ayala, one gets the impression that it could be former MBS head Doug Burgum - who in the Alice in Wonderland upside-down world that is MSFT executive accountability, got promoted to Chairman of course. In any event, I give credit to Utzschneider for doing more than either Ballmer or Raikes and that's state the obvious: MBS has been poorly led and that has resulted in years of false starts and missed opportunity. When MSFT first entered this arena in 2001, I didn't buy into Jeff Raikes' asinine "MBS will be a $10 billion division by 2010" fantasy, but I did think MBS offered to most obvious payback of any of the so-called "emerging businesses". Which is why I have been deeply dissapointed by the constant screwups and excuses in the intervening years while folks like Salesforce.com and Rightnow have been on fire and even industry giant SAP has been putting up better growth numbers. The good news is that MBS finally seems to be on the right track and may start consistently contributing to the bottom line versus detracting from it. I still question the growth rate of 25-28% as that isn't anywhere close to either Salesforce.com or Rightnow and seems insufficient to take share against any of the main competitors in the space - which is what the goal should be and what SPSA bonuses should be judged against.
On another note, Mini-Microsoft referenced my humble little blog today. Thx Mini! I've been a long-time reader and fan of your site. I'm under no illusions that my efforts here will have anywhere near the same impact your's have had, nor do I have your gift for writing, but I figure every bit helps and I especially wanted to provide a forum for the MSFT shareholder.