![]() Most observers might have hoped that MSFT would be able to make a much smaller deal to acquire a cloud applications company. It doesn't readily fit neatly into a corporate strategy pigeonhole. The point of view of this management team is clearly that there are things to fix, things to improve and that time is an important consideration in its strategy.Ä«uying LinkedIn is unquestionably, on the surface, a strange step. Revenues have stagnated now for almost three years, and the last reported quarter was not a thing of beauty by the estimates of most observers. Microsoft, like many "old" software companies, has been in transition for a few years now in an effort to remain relevant. ![]() But in this case, I think that most of the critiques are coming from people who don't want to consider the point of view of management in making this deal. Obviously, the deal to acquire Nokia's ( NOK) handset business comes to mind. Microsoft has certainly made some significant errors in terms of its acquisitions. Life is not really made up of brilliant strokes that meet everyone's approval. When people look at things like a merger, especially one of the magnitude of Microsoft's ( NASDAQ: MSFT) buy of LinkedIn ( LNKD), there is often a tendency to look for the flawed logic and misguided strategy that may have motivated the acquisitor. Many times in writing articles, contributors can take the point of view that they "know better." I am guilty of that as anyone I suppose. The point of view depends on the point of view
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