Core incompetencey:
Microsoft is getting into virtualization. Apparently VMware and Juniper are making money and Microsoft wants to steal that market from them. The same goes for advertising and Google. Microsoft says it will become an advertising company, jealous of all that money Google is making.
It would seem to me that Microsoft would be better off spending its time improving its core products, Vista and Office, before someone (Apple, Google) steals that market away from them.
