For instance, on a small business computer from Hewlett-Packard, the word 'Microsoft' may never appear on the screen. |
From Microsoft's standpoint, they need that revenue. People should become aware of the [product lifecycle]; they should also become aware that Microsoft is changing its licensing model. |
Gates is still in charge, but I think he's happy about Ballmer taking care of his baby. |
I really think that AOL is going to have to be pushed real hard to sign on to this. |
If you look at what the opportunity is for Microsoft, it's that it just starts to sell one thing instead of another -- it's not an increase for them. The revenue opportunity of the release of a consumer operating system is related to how much of the installed base you can get to upgrade by taking the new product and putting it over what they used to have. |
It is proving a challenge for them. |
It makes storing objects locally or on the Web essentially follow the same process. |
Microsoft has been relatively less able over time, to persuade their installed base to make the switch. People are just happy with what they have already. |
Microsoft is taking steps to include its Hailstorm services into all of its products. Hotmail can be expected to be a key beneficiary of that integration. |
Microsoft is taking steps to include its Hailstorm services into all of its products. Hotmail can be expected to be a key beneficiary of that integration. |
Microsoft is taking steps to include its Hailstorm services into all of its products. Hotmail can be expected to be a key beneficiary of that integration. |
Microsoft would no longer have guaranteed placement on users' desktops. That would mean its ability to leverage the desktop in terms of selling other services would be severely reduced, or it would have to negotiate directly to get that leverage. |
Most new systems are shipping with 32 MB [of random access memory]. The investment in a Windows NT system begins to look substantially similar to the investment in a Windows 98 system. |
One of the things that users can expect is that there will be more and more integration between Microsoft's services. |
The question is, to what degree can Microsoft integrate what's on the operating system with the services it offers on the Web and avoid tripping over the antitrust issue? I think Microsoft is very sensitive to this. |