Edited by 89S10, 03 May 2007 - 09:30 AM.
Microsoft, the market and
Started by
89S10
, May 03 2007 09:29 AM
5 replies to this topic
#1
Posted 03 May 2007 - 09:29 AM
In 1995 Microsoft was bringing out its new operating system. It was not well received and many thought the event would kill the market. That year was the first of a five-year run of greater than 20% returns.
Now comes Vista to a luke warm response.
Maybe the Cheif is right.
#2
Posted 03 May 2007 - 10:46 AM
This time linux is nipping at its heels, Dell, HP, IBM etc. are all selling it now.
"Nulla tenaci invia est via" - Latin for "For the tenacious, no road is impossible".
"In order to master the markets, you must first master yourself" ... JP Morgan
"Most people lose money because they cannot admit they are wrong"... Martin Armstrong
http://marketvisions.blogspot.com/
"In order to master the markets, you must first master yourself" ... JP Morgan
"Most people lose money because they cannot admit they are wrong"... Martin Armstrong
http://marketvisions.blogspot.com/
#3
Posted 03 May 2007 - 11:51 AM
This may be the point. For whatever reason, people underestimated potential productivity gains from computers in 1995. Maybe they are making the same mistake now.
#4
Posted 03 May 2007 - 12:08 PM
WASHINGTON - At least two federal government agencies are refusing to upgrade their computers with Microsoft Corp.'s Windows Vista operating system, citing concern over costs and compatibility issues.
In a Jan. 19 memo to staff, Dan Mintz, the Transportation Department's chief information officer, imposed an "indefinite moratorium" on upgrading desktop and laptop computers with the new operating system, Office 2007 and Internet Explorer 7.
Mintz wrote that there is "no compelling technical or business case" to upgrade to the new products and specific reasons not to upgrade.
http://www.msnbc.msn.com/id/17739772/
In a Jan. 19 memo to staff, Dan Mintz, the Transportation Department's chief information officer, imposed an "indefinite moratorium" on upgrading desktop and laptop computers with the new operating system, Office 2007 and Internet Explorer 7.
Mintz wrote that there is "no compelling technical or business case" to upgrade to the new products and specific reasons not to upgrade.
http://www.msnbc.msn.com/id/17739772/
"A state of war only serves as an excuse for domestic tyranny." - Aleksandr Solzhenitsyn
http://www.trueworldhistory.info/
http://www.trueworldhistory.info/
#5
Posted 03 May 2007 - 04:50 PM
Let's be clear. Microsoft in the late 90's was at the center of an IT spending orgy. I think at the height 3% of GDP was going toward IT. In contrast Microsoft is now a low-growth monopoly and behaves as such. Vista is a marketing disaster. Sure, it's generating some incremental revenue, but it's not a meaningful driver for new technology deployment. It's buggy, and acceptance will be slow.
There are parallels, but there are more stark differences between '95 and now than similarities.
#6
Posted 03 May 2007 - 04:57 PM
This may be the point. For whatever reason, people underestimated potential productivity gains from computers in 1995. Maybe they are making the same mistake now.
Trust me. There aren't any productivity gains with Vista. In fact its more cumbersome than XP. If you want to waste money on a pretty screen, hook your computer up to a plasma TV.
As you peer out over the "Vista" you will be looking for awhile to see any benefits. Plus keep in mind, about 50% of your old programs that worked on old versions of windows, no longer work on Vista. The other software companies gotta be loving this. Hand over your wallet.
OTIS.