Technology companies must pursue constant market expansion and diversity to stay alive and relevant, according to Mr. Ballmer.  ... "I.B.M.'s footprint is more narrow today than it was when I started. I am not sure that has been to the long-term benefit of their shareholders." ...

I.B.M.'s strategy has worked out O.K. for its investors over the last decade. Shares of I.B.M. are up about 30 percent since 1999, while shares of Microsoft have dropped about 30 percent over the same time span.
Link: New York Times: Ballmer Criticizes I.B.M.'s High-Profit Diet >

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