These wheels have been rolling for some time. |
They are licensing a specific subset related to the protocols the EU demanded more documentation on. |
They don't want a huge spike in December and then a slump in January and February, ... They're trying to avoid that. |
They have really just moved a few things around. There will likely be further reorganizations down the line. |
They have to find a way to increase search traffic. You'll have to look a year from now to see if they made any progress. |
They have to prove this year that Xbox 360 is going to be a money maker, because they have put a lot into it. Overall, I don't think there were any big surprises. Windows and Tools are going like gangbusters. |
They want to have more of a constant supply. |
They're pretty up front about what's going on there and they don't expect any change in their total full-year shipments, so I think they'll be able to accelerate in the second half of this fiscal year. |
They're putting quite a bit of development effort into [Office Live]. I think there will be some powerful tools [in Office Live] even if they're not perfectly baked at the time of the beta. I think it will be a serious initiative in the next couple of years. |
This could be a chance to inflect that growth rate upward. But it's a challenge for Microsoft to overcome the perception that older versions of these products are good enough. |
This initiative is above and beyond what Microsoft was called to do, but it's also just a way for the company to show it is doing its best. This is the trouble when you have regulatory agencies make demands. They sometimes don't understand what's inherent in the demand. Microsoft can't create these documents overnight. |
This is definitely being driven by Microsoft's desire to position Windows as a home entertainment hub, and to do that they have to make some concessions, ... They're walking a line, trying to please both sides (content companies and consumers) at the same time. |
This is definitely being driven by Microsoft's desire to position Windows as a home entertainment hub, and to do that they have to make some concessions. They're walking a line, trying to please both sides (content companies and consumers) at the same time. |
This makes them a solid number three player, |
What's left under MSN -- MSNBC? Microsoft just divested itself of that, too. |