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Microsoft Volume II
Acquired
Value Lies in Durability, Not Just New Bets
Investors underestimated the stickiness and revenue-generating potential of Windows and Office, focusing instead on newer, unproven strategies. Despite the noise around failed innovations, these established products remain durable franchises. It is essential for leadership to communicate the value and retention of existing customers while adapting to technological changes, highlighting that growth can come from established segments rather than solely from new ventures.
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