__/ [ John Locke ] on Wednesday 21 February 2007 17:05 \__
>>I wonder if they had the chairs screwed to the floor...
>>
>>-Ramon
>
> As far as I'm concerned as an investor, this company and its
> CEO have crossed over the line of ethics. From an investment
> standpoint, when a large corporation goes on the offensive,
> this is usually a symptom of something very wrong internally.
>
> They may currently have a strong grip on the PC market,
> but I think they have a lot of major problems storming up
> on the horizon. They have forgotten the golden rule of
> business "the customer is always right"....and its beginning
> to come back to bite them.
>
> And now comes Linux, with its easy to use distros like Ubuntu.
> Not perfect, but promising. They fear open source. If you combine the
> threat of Linux, customer distrust and a bloated, problematic Vista,
> you have a potential disaster in the making.
>
> The bottom line:
>
> MSFT $28.99 per share. That about says it all. I won't touch that.
Bear in mind that Microsoft still has huge buybacks going on. I suspect they
do it to keep up appearances.
I also suspect that Microsoft watches the recent Dell-Linux stories with
nervousness. Web 2.0 enabled the customers to speak up. When people's
requests are heard, disinformation (e.g. "there's no demand for Linux") gets
muted. People who have already paid the 'tax' and are also unfamiliar with
installation of an O/S will find Linux repellent. Microsoft has always known
this. Refs below.
Microsoft Shuts Down Linux 10 Years Ago Says Iowa Attorne
,----[ Quote ]
| Going back now to as early as 1998, Microsoft starts to realize that
| Linux might pose a possible threat, and Vinod Valloppillil, who is
| a program manager at Microsoft, is asked by Mr. Allchin, Jim Allchin,
| to analyze potential strategies for combatting open-source software,
| and specifically Linux.
| His memos are leaked to the press in April -- I beg your pardon --
| in October of 1998 and become known as the Halloween documents.
| And the evidence will be that Microsoft uses its influence in the
| OEM channel, the computer manufacture channel, to make sure that
| end users have a difficult time buying PCs with Linux preinstalled.
`----
http://www.linuxelectrons.com/News/RoundUp/Microsoft_Shuts_Down_Linux_10_Years_Ago_Says_Iowa_Attorney
Microsoft's Dirty OEM-Secret
,----[ Quote ]
| They are, in short the secret to Microsoft's success. And the word
| secret is to be taken quite literally: No OEM may talk about the
| contents of his contract, or he will lose his license, and (assumption)
| likely be sued for breach of contract as well.
`----
http://www.kuro5hin.org/story/2001/10/23/13219/110
Dell's secret Linux fling
,----[ Quote ]
| Dell's love affair with Linux is a clandestine affair these days,
| conducted in secret, away from disapproving eyes. But now the pair
| have been spotted in China.
|
| When Michael Dell first saw the web-footed beauty, he fell head over
| heels. Six years ago Dell pledged a series of strategic investments
| in Linux companies, including Eazel and Red Hat. The romance
| attracted the disapproval of Microsoft however, and barely lasted
| weeks. Very quietly, Dell dumped the bird.
|
| It later emerged that Microsoft's OEM enforcer Joachim Kempin had
| promised Steve Ballmer that he'd be putting the screws on PCb
| uilders, or "hitting the OEMs harder" in his words.
`----
http://www.theregister.co.uk/2007/01/09/dell_linux_china/
Microsoft 'killed Dell Linux' - States
,----[ Quote ]
| The States' remedy hearing opened in DC yesterday, and States attorney
| Steven Kuney produced a devastating memo from Kempin, then in charge of
| Microsoft's OEM business, written after Judge Jackson had ordered his
| break-up of the company. Kempin raises the possibility of threatening
| Dell and other PC builders which promote Linux.
|
| "I'm thinking of hitting the OEMs harder than in the past with anti-Linux.
| ... they should do a delicate dance," Kempin wrote to Ballmer, in what is
| sure to be a memorable addition to the phrases ("knife the baby", "cut off
| the air supply") with which Microsoft enriched the English language in the
| first trial. Unlike those two, this is not contested.
|
| [...]
|
| Earlier memos described that it was "untenable" that a key Microsoft
| partner was promoting Linux. Kuney revealed that Dell disbanded its Linux
| business unit in early 2001. Dell quietly pulled Linux from its desktop PCs
| in the summer of 2001, IDG's Ashlee Vance discovered subsequently, six
| months after we heard Michael Dell declare his love of Linux on the desktop
| the previous winter.
|
| Compaq was also mentioned in other memos, with Microsoft taking the line
| that OEMs should "meet demand but not help create demand" for Linux.
`----
http://www.theregister.co.uk/2002/03/19/microsoft_killed_dell_linux_states/
Jury Hears Microsoft Competition Suit
,----[ Quote ]
| A judge on Friday told jurors they must accept as fact that a
| federal court found in 1999 that Microsoft holds a monopoly over
| computer operating systems and that it restricted computer
| manufacturers' ability to use competing systems.
|
| [...]
|
| She said she'll show that the company used its monopoly power
| to exclude competition and control prices and that it conspired with
| other companies to restrain trade, maintaining what she called a
| chokehold on software competitors and computer manufacturers.
`----
http://biz.yahoo.com/ap/061201/microsoft_trial.html?.v=1
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