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

Gregory Alan Bolcer greg at bolcer.org
Thu Jul 19 19:12:59 PDT 2012


SDW is a visionary and early adopter.  Office and Microsoft are still 
pretty much mainstream/main street technologies and or in the total 
assimilation phase which has at least another decade left in it.

http://www.chasminstitute.com/DNN/Portals/0/Images/curvenew.jpg


On 7/19/2012 6:59 PM, geege schuman wrote:
> 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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-- 
greg at bolcer.org, http://bolcer.org, c: +1.714.928.5476




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