Windows 8 Is Just Fine, Microsoft's Problem Is Evolution
"For some reason, Microsoft just doesn't seem to have this innovative spirit at this point in time. And in the end, that might be the reason why Microsoft is trading at a low multiple of 12 and Google at a multiple of 27."
There's no mystery about it. Microsoft doesn't have the innovative spirit "at this point in time" because it has never had it. Microsoft has made its way by being a fast follower, borrowing and often stealing other people's ideas. That doesn't work any more. Things change too fast now. You have to be first, and you have to be right the first time.