[FoRK] Fwd: Microsoft Posts First Quarterly Loss Ever [lost decades]

geege schuman geege4 at gmail.com
Thu Jul 19 18:59:03 PDT 2012


Would like to hear  Buffet's long-view.
On Jul 19, 2012 9:45 PM, "Stephen Williams" <sdw at lig.net> wrote:

> MicroWho?
>
> On my 12 hyperthreaded core (i.e. 24 effective core), 64GB Mac, I
> reconfigured the number of processors and memory in my Windows 7 VM,
> because it is a pig.  Then, because the "hardware" changed too much, I
> spent 10-15 minutes on the phone with an automated system, typing 48 digits
> into the phone, then 48 digits into the dialog box, then waiting a while,
> verifying "that your copy of Windows is genuine" before I could continue.
>  I did an OS update and recompile in the Linux VM while I waited once I was
> done confirming my using-MS-products-again stupidity.  Shame on me. Then it
> took 3 update/reboot cycles until it was ready to use.  By that time, I'd
> lost interest and began porting the code to OS X.
>
> Everything is quickly approaching a solid technical baseline that leaves
> Microsoft in the cold in most ways:
> Linux on the server, HTML5 or Java/C++/OC++ on IOS/Android on mobile (with
> IOS questionable for the long run), HTML5 (HTML/CSS/Javascript plus C++
> extensions) or Qt or Java on the desktop, any desktop.  Nothing else
> matters because it will dwindle in currency, competitiveness, and interest
> ever more rapidly.
>
> There's plenty of settle left on the server side, on Linux. Anything new
> that emerges for desktop development will necessarily be cross-platform.
>  Anything new that emerges for the server will necessarily assume Linux,
> VMs, etc.
>
> Office is facing different kinds of existential threats than Windows, but
> it is nevertheless highly exposed and evolving far too slowly to survive
> the coming phase change.
>
> The only question is how quickly Windows and Office will fade or be
> upstaged.  I think I know one interesting path, but we'll see.
>
> Microsoft could easily pivot and recover, but they've shown every sign of
> being too thick-headed and thick-bellied to do anything serious about it.
>  And we're probably better off for it.  I could solve their problems, but
> they wouldn't listen even if they heard me, any more than McNealy listened
> by my suggestions a decade ago.
>
> All that said, this is just a blip from a write-down apparently. MS has
> plenty of cash, still has a lot of suckers hooked, and has plenty of
> maneuvering room.  They could surprise, but past performance leads to the
> conclusion that it wouldn't be a nice surprise.
>
> sdw
>
> On 7/19/12 4:55 PM, Gregory Alan Bolcer wrote:
>
>> Holy crap.
>>
>> Windows and Office should be rainmakers for the rest of our lives.   If
>> they can't make money on that, what the hell are they doing?
>>
>> Greg
>>
>> On 7/19/2012 4:35 PM, Joseph S. Barrera III wrote:
>>
>>> WOW.
>>>
>>>
>>> -------- Original Message --------
>>> Subject:     Microsoft Posts First Quarterly Loss Ever
>>> Date:     Thu, 19 Jul 2012 16:30:16 -0700 (PDT)
>>> From:     slashnews at pestonia.com
>>> Reply-To:     slashnews at pestonia.com
>>> To:     slashnews at pestonia.com
>>>
>>>
>>>
>>> Link:
>>> http://slashdot.org/story/12/**07/19/2210215/microsoft-posts-**
>>> first-quarterly-loss-ever<http://slashdot.org/story/12/07/19/2210215/microsoft-posts-first-quarterly-loss-ever>
>>>
>>> Posted by: samzenpus, on 2012-07-19 23:13:00
>>>      [1]HangingChad writes "Microsoft's announcement of [2]a late October
>>>     release date for Windows 8 was eclipsed by its earnings report, in
>>>     which the computer giant posted [3]its first-ever quarterly loss
>>> since
>>>     going public in 1986. The loss stems from Microsoft's continued
>>>     struggles with the online services division."
>>>
>>> References
>>>
>>>     1. http://www.dvfreelancer.com/
>>>     2.
>>> http://tech.slashdot.org/**story/12/07/18/217234/windows-**
>>> 8-release-date-october-26th<http://tech.slashdot.org/story/12/07/18/217234/windows-8-release-date-october-26th>
>>>
>>>     3.
>>> http://marketday.msnbc.msn.**com/_news/2012/07/19/12837611-**
>>> microsoft-reports-first-**quarterly-loss-ever?lit<http://marketday.msnbc.msn.com/_news/2012/07/19/12837611-microsoft-reports-first-quarterly-loss-ever?lit>
>>>
>>>
>>> ______________________________**_________________
>>> http://www.pestonia.com/**slashnews <http://www.pestonia.com/slashnews>
>>> http://www.pestonia.com/**archive_msg.jsp?msgId=157149<http://www.pestonia.com/archive_msg.jsp?msgId=157149>
>>>
>>>
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