{"id":378,"date":"2007-10-26T16:13:56","date_gmt":"2007-10-26T15:13:56","guid":{"rendered":"http:\/\/www.itwriting.com\/blog\/?p=378"},"modified":"2007-10-26T16:13:56","modified_gmt":"2007-10-26T15:13:56","slug":"two-spins-on-microsofts-excellent-quarter","status":"publish","type":"post","link":"https:\/\/www.itwriting.com\/blog\/378-two-spins-on-microsofts-excellent-quarter.html","title":{"rendered":"Two spins on Microsoft&#8217;s excellent quarter"},"content":{"rendered":"<p>Microsoft has delivered an <a href=\"http:\/\/www.microsoft.com\/msft\/earnings\/FY08\/earn_rel_q1_08.mspx\" target=\"_blank\">excellent set of results<\/a>, showing growth in pretty much all areas.<\/p>\n<p>It seems to me that you can spin this in a couple of ways. First, you could argue that <a href=\"http:\/\/feeds.feedburner.com\/~r\/OmMalik\/~3\/175154949\/\" target=\"_blank\">Microsoft is alive and well and still in the race<\/a>. Certainly, with figures like these you can hardly suggest that it is <em>out<\/em> of the race.<\/p>\n<p>Second, you could argue that the figures demonstrate how monopolies can continue to make good profits even when their products disappoint, especially in a buoyant market like computing.<\/p>\n<p>The truth? Somewhere in between. It doesn&#8217;t matter how good the financials are: the disappointment with Vista is real. Personally I have Vista working fairly well, though annoyingly slowly at times, but I notice plenty of people advising one another to stick with XP, for performance and compatibility. Maybe the long-awaited SP1 will fix it, but some are now resigned to waiting for Windows 7 (you know, odd-number release theory) for a really good upgrade. Vista&#8217;s problems have created an opportunity for Apple and even Linux to grab some market share.<\/p>\n<p>Other shadows hanging over Microsoft that come to mind:<\/p>\n<ul>\n<li>Lack of clarity over Internet strategy<\/li>\n<li>Continuing security problems centered on Windows (for whatever reason)<\/li>\n<li>Losing the search wars<\/li>\n<li>Governments <a href=\"http:\/\/www.tectonic.co.za\/view.php?id=1838\" target=\"_blank\">mandating ODF<\/a><\/li>\n<li>Apple&#8217;s increasing market share, especially among thought leaders<\/li>\n<li>Bureaucracy and litigation<\/li>\n<li>PR and image problems<\/li>\n<\/ul>\n<p>On the plus side I&#8217;d mention the strength of the .NET platform and languages; Silverlight&#8217;s promise; and the fact that most people still want to use Microsoft Office rather than Open Office (in my experience).<\/p>\n<p>I am absolutely not a financial analyst; but I observe that having a good quarter does not fix what strike me as deep-rooted problems. At the same time it is a reminder of Microsoft&#8217;s huge resources and entrenched position; that&#8217;s not going to go away quickly either.<\/p>\n<p><a href=\"http:\/\/www.mseventseurope.com\/teched\" target=\"_blank\">TechEd Europe<\/a> the week after next; no doubt some more Microsoft reflections then.<\/p>\n<div class=\"wlWriterSmartContent\" id=\"scid:0767317B-992E-4b12-91E0-4F059A8CECA8:636f4981-e3c9-402d-8674-c32ff1a6b80d\" style=\"padding-right: 0px; display: inline; padding-left: 0px; padding-bottom: 0px; margin: 0px; padding-top: 0px\">Technorati tags: <a href=\"http:\/\/technorati.com\/tags\/microsoft\" rel=\"tag\">microsoft<\/a>, <a href=\"http:\/\/technorati.com\/tags\/apple\" rel=\"tag\">apple<\/a>, <a href=\"http:\/\/technorati.com\/tags\/odf\" rel=\"tag\">odf<\/a>, <a href=\"http:\/\/technorati.com\/tags\/open%20office\" rel=\"tag\">open office<\/a>, <a href=\"http:\/\/technorati.com\/tags\/linux\" rel=\"tag\">linux<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft has delivered an excellent set of results, showing growth in pretty much all areas. It seems to me that you can spin this in a couple of ways. First, you could argue that Microsoft is alive and well and still in the race. Certainly, with figures like these you can hardly suggest that it &hellip; <a href=\"https:\/\/www.itwriting.com\/blog\/378-two-spins-on-microsofts-excellent-quarter.html\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Two spins on Microsoft&#8217;s excellent quarter<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,55,79,97],"tags":[],"class_list":["post-378","post","type-post","status-publish","format-standard","hentry","category-apple","category-microsoft","category-software","category-windows"],"_links":{"self":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/378","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/comments?post=378"}],"version-history":[{"count":0,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/378\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/media?parent=378"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/categories?post=378"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/tags?post=378"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}