Microsoft had tremendous success with larger businesses, but that market has become very saturated. |
Microsoft has a good story to tell. It doesn't always do a good job telling it. |
Microsoft has made more of a demarcation of versions around features and capabilities. If you look at Professional and Home, the major difference was networking. Now with the new line-up there is a fair bit of differentiation around features. |
Microsoft hasn't done a good job of marketing and needs to improve ? and the timing is crucial, |
Microsoft is at this juncture where it's the victim of its own success. |
Microsoft is caught between a rock and a hard place. It does not want to be dependent on a major rival but on the other hand, Overture provides a significant amount of MSN's revenue, |
Microsoft is caught between a rock and a hard place. It does not want to be dependent on a major rival but on the other hand, Overture provides a significant amount of MSN's revenue. |
Microsoft is on the Mac because it makes money [there]. |
Microsoft is vulnerable because of bad behavior. |
Microsoft needs some showstoppers, |
Microsoft thinks it's time to tell people that they've been a naughty boy. My expectation is that they'll get more aggressive [in anti-piracy] than not. |
Microsoft will more aggressively compete with longstanding partners because the company is at a crisis point. It has to find new reasons that'll convince customers to upgrade. |
Microsoft would certainly benefit if say a Comcast or some other broadband providers with popular portals chose MSN as the default search. |
Microsoft's best marketing for Vista will come from simplicity -- making the value of Vista as easy to understand as possible, so people can look and say Vista is a lot better than the version they have now, Are there too many of them to communicate the value of Vista? |
Mobile browsing will take off in the U.S. when the data rates come down. When we hit a certain threshold, the scales will tip and people will rush to buy. |