I’m sorry, but the current blog-o-sphere frenzy about Bill Gates’ speech at CES is silly. Four reasons:
- Microsoft remains adrift in CES-style consumer markets, with all of its major strategies (Music, Xbox, etc.) loss-leaders
- Gates keynotes (whether Comdex or CES) are rarely fun to listen to
- Microsoft needs to prove it still matters, not have that conceded to it by default based on O/S marketshare
- The attention is overshadowing the much more important story about Microsoft’s seeming interest in acquiring Yahoo. Not, however, because the deal is likely to come together — it almost certainly won’t — but because the discussions show the abject panic Google has induced among its competitors.