But here's the surprise. The other company that Microsoft should fear is Cisco Systems. It's a puzzle. I'll explain it in the next piece. In the meantime think about it.
Guesses are welcome.
Hancock Apple announced on Tuesday that Ellen Hancock is the new top development person at Apple. She starts on Monday. We've had a lot of time to think about Ms. Hancock in this position, since she was rumored to be Amelio's choice for a couple of months. The New York Times report was an interesting case study in how the world doesn't appreciate what's right and wrong about Apple. They decry the loss of innovation at Apple.