Microsoft was a language company at the start - they had a huge share in 8-bit computers and their BASIC made into the ROMs of almost every computer sold in the 70s and 80s. Then they branched out to applications, with little success (I remember Multiplan on CP/M, DOS, and Mac). When they started selling PC-DOS and MS-DOS they had no applications play to speak of. Office only came much later, and the apps that appeared for Mac, Word and Excel, were ported to Windows starting on Windows 2. Word for DOS struggled in the market and never reached a significant share.

They might have forgotten to pull that rug.

At this point one must ask if Microsoft is still a software platform company - whether their products form a substrate where an ecosystem can form and build a coherent software environment for the users of their platform.

Microsoft used to be the Windows company (after being the BASIC company, then the DOS company). Then it became the Office company. Now it’s SharePoint and Office365 and Azure, a utility. Windows is a relatively small part. Office is both desktop and web (and spacecraft, where they have two versions of Outlook and none of them works). If you are confused at this point, so am I. There is no vision as to what Microsoft is. If Satya Nadella knows what Microsoft is, he isn’t communicating it properly. It’s not Azure, because there is also Office and Windows. And on-prem server products. And a line of hardware products. And stores (do they still exist?).

> From their perspective, gambling on a new managed-code framework had produced the most embarrassing failure in the company’s history

Most embarrassing failure in the company’s history that far.

I am quite impresses it still is.