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[News] Google Set to Hurt Microsoft's Margins, Business Model

  • Subject: [News] Google Set to Hurt Microsoft's Margins, Business Model
  • From: Roy Schestowitz <newsgroups@xxxxxxxxxxxxxxx>
  • Date: Sun, 15 Jul 2007 19:06:42 +0100
  • Newsgroups: comp.os.linux.advocacy
  • Organization: Netscape / schestowitz.com
  • User-agent: KNode/0.10.4
Credit Suisse Disruptive Technology Portfolio: Postini: Another Smart Move For
Google



http://news.yahoo.com/s/cmp/20070715/tc_cmp/201001390

Microsoft's Weapon In Web Apps: Keep 'Em Cheap

,----[ Quote ]
| Microsoft chief operating officer Kevin Turner got a laugh from the crowd 
| during a demonstration of the service when he asked Dynamics CRM general 
| manager Brad Wilson about Microsoft's newest competitors. "Salesforce? 
| Siebel?" Turner quipped. "There's an opportunity there?"   
`----

http://news.yahoo.com/s/cmp/20070715/tc_cmp/201001381

Vanity.

DinformationWeek writer. With the "Get the Facts" ads at the top and the banner
which explicitly recited anti-Linux messages.

Wow. Microsoft executives cannot contain their excitement. They certainly do
not look concerned.

http://emperorsnewclothes.istheshit.net/


Related:

Microsoft profit on slide

,----[ Quote ]
| Some analysts are looking for any signs of improvement from
| Microsoft's internet division, which continues to lose market
| share in web search to Google.
| 
| Microsoft's online services group saw revenue fall for the last
| four quarters and posted a loss in the past three quarters while
| it shifted to a new internet advertising platform and overhauled
| the company's web properties.
`----

http://australianit.news.com.au/articles/0,7204,21109542%5E15306%5E%5Enbv%5E,00.html

Where the Big Buybacks Are

,----[ Quote ]
| Here are five companies with outsize share repurchase programs, including 
| ExxonMobil, GE, Microsoft, and Goldman
|
| [...]
|
| But with the stock stuck for years in a narrow trading range, the
| company [MSFT] has embarked on an ambitious buyback program. In 2005 and
| 2006, the company repurchased $27.3 billion of its own stock.
`----

http://www.businessweek.com/investor/content/may2007/pi20070517_947246.htm?campaign_id=yhoo
http://tinyurl.com/2szety


Software Notebook: Microsoft's cash pile isn't what it used to be

,----[ Quote ]
| But Microsoft has taken a series of steps to reduce its cash
| balance. Specifically, by Microsoft's count, the company has
| paid out nearly $100 billion through dividends and repurchasing
| its own stock in the past five years.
`----

http://seattlepi.nwsource.com/business/309852_software02.html


Microsoft counts on Vista to recharge stagnant stock

,----[ Quote ]
| There was a time in the 1990s when shares of Microsoft stock seemed to
| double every couple of years. 1996: college for the kids. 1998: a place
| on Whidbey. 1999: early retirement.
|
| Times have changed.
`---- 

http://seattletimes.nwsource.com/html/businesstechnology/2003437957_vista19.html

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