Microsoft’s Steve Ballmer and Ray Ozzie at D8: The Full, Uncut Interview

Painting Microsoft as facing a difficult paradox gives Ballmer and the management team too much credit. It implies that Defend & Extend behavior is a good tradeoff compared to investing in growth markets. This isn't really a trade-off because good companies pursue both courses, growing the existing business as long as possible AND investing in new growth markets simultaneously. See more at http://bit.ly/91mvMv