Microsoft Corporation (NASDAQ:MSFT) is now a bloated company. Naturally, not all of it is bad. But, at the company's current scale, there are issues to contend with that might be more easily resolved in leaner and meaner pieces. This is the first in a two-part story.
We all would love to be bloated by Microsoft's cash hoard, patents, growth history, depth of management, research & development strength, and certainly the company's potential to bring product to market.
Nevertheless it is time to consider Micro'soft' vs Micro'hard'. The development of the XBox, and now the Zune -- and with the possibility of Microsoft stores in the air -- make this a timely consideration. I am not promoting breaking up the company without very deep and measured analysis of the merits (Peter Cohan had some analysis of this very topic, in June), but given Microsoft's size and slower growth prospects it is worth considering.
The break-up of many of our largest corporations has been a topic of discussion as investors seek to maximize company potential.
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