Which way will Microsoft go? IBM or AT&T?

Techpinions’ Steve Wildstrom ponders if Microsoft will make a successful transition like IBM, or a failure like AT&T:

“The question is, which model will Microsoft follow, AT&T or IBM? Will it emerge as a chastened, perhaps smaller, but very competitive company? Or will it just slowly fade away? The money gives it time to fix things, but it has to make key decisions about what sort of future it wants soon, and whether the leadership the company now has can get it there.”

IBM, under Louis Gerstner, shredded many sacred cows and emerged leaner, stronger, and able to grow. AT&T made failure into an art form. Microsoft still has the chance to succeed, but it needs to start working hard: much harder than Windows 8 would suggest it’s capable of doing.