And, there's no question Microsoft needs to make a mobile push with Windows 8. That's logical. It's not following Apple's lead there; rather, it's going where the customer is. Microsoft, like Facebook and Intel, should have seen this shift and acted accordingly some time ago, but that's got to be water under the bridge now.
Zuckerberg could help Ballmer get his ADD under control.
Stop trying to make your own hardware with one exception -- Xbox. Place focus there.
Microsoft doesn't need to be like Apple. It doesn't need to fool itself into thinking it can. It needs to drop the swagger and make an honest assessment of reality.Any objective analysis clearly shows Microsoft has only two things on Apple: Office (which Apple could annihilate tomorrow) and a meaningful headstart and subsequent dominance in the living room. That begins and ends with Xbox and the appearance that Apple is having at least some difficulty moving its living room ambitions along. Microsoft should do whatever it can to make Xbox more mass appeal (despite the number of units sold, it still gets tagged by many as a product just for gamers) and ubiquitous. At least publicly Ballmer seems to be pushing everything but Xbox and Microsoft's Smart Glass app. He needs to not only connect Xbox with Windows 8, but with every other platform people might end up accessing in the living room. For goodness sake, don't anger Apple, make frenemies with the company. That's how Microsoft could win. Or at least not lose. If Apple will not cooperate, that's fine too. Ignore them. Allow Xbox's emerging dominance in the multiscreen and more-connected-than-ever living room to offset the PC decline and imminent tablet failure Ballmer chooses to ignore. At the time of publication, Rocco Pendola was long FB. Follow @rocco_thestreet