sometimes dvorak talks out of his ass, but sometimes he doesn’t.
Here’s the thing: Microsoft has a war chest of some $20 billion dollars that it can use to go out and buy companies left and right, but there are no companies left to buy! All the real innovators have gone into other markets. And if Microsoft tried to buy into a new market such as CAD/CAM or embedded systems, its own executives would ruin the acquisitions. It’s a lose-lose situation.