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Re: P. Graham: Microsoft is Dead

  • Subject: Re: P. Graham: Microsoft is Dead
  • From: flyer <flyer@xxxxxxxxx>
  • Date: Sat, 7 Apr 2007 19:28:47 -0700
  • Newsgroups: comp.lang.java.advocacy, comp.os.linux.advocacy
  • Organization: The Los Angeles Free-Net
  • References: <1175983111.344239.205230@o5g2000hsb.googlegroups.com> <3861714.NLU8mMrFoV@schestowitz.com> <1175994859.595376.166200@n76g2000hsh.googlegroups.com>
  • User-agent: MicroPlanet-Gravity/2.70.2067
  • Xref: ellandroad.demon.co.uk comp.os.linux.advocacy:512451
In article <1175994859.595376.166200@xxxxxxxxxxxxxxxxxxxxxxxxxxxx>, 
asjbiotek@xxxxxxxxx says...
> On Apr 7, 7:48 pm, Roy Schestowitz <newsgro...@xxxxxxxxxxxxxxx> wrote:
> 
> > He is not the first to make an assertion. The tipping point goes quite some
> > time back (in the context of services in particular).
> >
> > November 25 [2006] - Microsoft Dies
> >
> > ,----[ Quote ]
> > | This is the day. The demise of Microsoft. The day of reckoning has
> > | come at last. Friday 23rd November 2006. Google had seen it's profits
> > | soar massively. Microsoft on the other hand have had an awful year.
> > | Low profits, internal scandals, a lowered reputation and a lowered
> > | customer satisfaction rate have left the company in tatters.
> > `----
> >
> >
> 
> Interesting...although I would hesitate to characterize Microsoft in
> any way as a company in "tatters"....it simply is starting to lose its
> overly-dominant hold on the IT industry.

A sellout of MS stock, more possible than is now obvious, would be 
dramatic. Confidence in MS could shatter overnight.

The very new factor is matured Linux. Hard migration road for sure, but 
once people decide, they can get incredibly industrious. I can imagine 
the developers and adopters going full bore on this.

I suppose it could be a gradient ride, but the dissolving fear of MS, as 
you point out, combined with loss of confidence, could bring a huge and 
fast surprise.

The confidence factor is many times more important than anyone realizes. 
Without it, stock value, or any value really, does not even exist.

One, or some set of investors could begin a sellout that could peak 
within hours if not days. Much stranger things have happend.

It's almost spooky, and is starting to feel like the calm before the 
storm.

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