a matter of concern. |
Because of the development cycles, it has become less and less attractive for enterprise customers to buy a contract where you are effectively pre-paying for the next version. |
I think it's a good decision. They can't afford to cut any more features to make a 2006 date. The features that need the most testing, frankly, are enterprise features related to the core of the product, like user account control and how it will lock down services to make them less vulnerable to a worm. Things like that fundamentally change the way Windows works, and they couldn't really back out of them. |
I think they're going to announce business-focused services that are complements to Microsoft's software. I think at the [July] financial analyst meeting, [executives] said clearly they saw it as a viable business.... Outside vendors are proving it's a viable business. |
If [Microsoft] could make the same economics of the PC apply to telephony -- a small number of dominant hardware standards, a large number of hardware players and one big software company -- it could yield returns [for the company] commensurate to the PC [market], |
If [Microsoft] could make the same economics of the PC apply to telephony -- a small number of dominant hardware standards, a large number of hardware players and one big software company -- it could yield returns [for the company] commensurate to the PC [market]. |
If [Microsoft] could make the same economics of the PC apply to telephony--a small number of dominant hardware standards, a large number of hardware players and one big software company--it could yield returns [for the company] commensurate to the PC [market], |
If [Microsoft] could make the same economics of the PC apply to telephony--a small number of dominant hardware standards, a large number of hardware players and one big software company--it could yield returns [for the company] commensurate to the PC [market]. |
If he can discover some kind of service on top of word processing that helps people work with one another over the Web, then he may be on to something. |
If you look at Microsoft's two biggest businesses, Windows and Office, they don't have an obvious Web 2.0 play. But the server and tools business at Microsoft has a vested interested in making Web 2.0 work, and they have a strategy to do it. |
It is even worse than a critical flaw. |
It was too early, and MSN didn't have a strong brand recognition in the small-business area, ... Since then, Salesforce.com has shown that [hosted CRM] is a viable business, and this time around Microsoft has a better understanding of how to get to customers. |
It would have been a very tight squeeze. If they were going to miss Christmas, there just wasn't a good reason to push it for 2006. |
Its engineers have not necessarily proven that they can ship software on time. Maybe Microsoft needs less heroic engineering and more of a business focus. |
Microsoft is going to feel the pain: over 80 percent of desktop Windows are through sales of new PCs. |