Horace Dediu writes:
Bach lost a key account; in fact, he could be responsible for having lost the biggest account that Microsoft ever had. Ballmer is a sales guy and he knows the importance of these relationships. A customer like HP must be managed carefully and their strategy must be steered to fit with yours. If HP felt they needed to go somewhere else for their mobile OS, it’s a slap in the face, but if they buy the asset and IP and internalize a competing platform, then that is a dagger to the heart for Ballmer.
Consider Google’s seduction of Dell. Microsoft can tolerate Dell’s affairs (Dell even fooled around with Linux back in the day.) But in contrast, HP is effectively filing for divorce.
Of course, Bach wasn’t fired and officially retired. Still, food for thought.