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Re: [News] [Rival] Microsoft in a Poor State, Argue Wall Street Analysts

__/ [ [H]omer ] on Tuesday 22 May 2007 04:44 \__

> Verily I say unto thee, that Roy Schestowitz spake thusly:
> 
>> Microsoft's Bid for aQuantive Indicates Desperation
>> 
>> ,----[ Quote ]
>> | Buying Yahoo! would have been a better option. There aren't any
>> | comparable deals Google could have done to match a Yahoo! purchase
>> | by Microsoft, so that would have actually closed the gap. I don't
>> | think this aQuantive deal does that. And given the price they paid,
>> | I wouldn't be too happy if I was a Microsoft shareholder.
>> `----
>> 
>> http://biz.yahoo.com/seekingalpha/070521/36101_id.html?.v=1
> 
> Yes, I wonder how Señor Lopez feels about MSFT(sic) paying *double* for
> a company out of sheer desperation. Money well spent?
> 
> Microsoft is so painfully inept in the services sector, that even if
> they bought *Google*, they'd still somehow manage to screw it up. Of
> course that's predictable, since one of the first things they'd probably
> do would be replace all those "nasty" Linux server thingies with nice
> new shiny-shiny Windows zombies, ahem ... I mean boxes.
> 
>> Get in Touch with Your Private-Equity Side
>> 
>> ,----[ Quote ]
>> | Microsoft's net
>> | debt to enterprise value is negative 11%. A prolonged period of
>> | more-aggressive buybacks seems likely after the company fell short
>> | of its target in a buyback tender offer in August 2006, and the
>> | possibility of another large dividend cannot be dismissed. Still,
>> | the company's capital structure remains horrendously inefficient
>> | at present, in my opinion.
>> `----
> 
> Zzzzz. Zzzzz. <snort> Zzzzzzzzzzz.

You know, Red Hat (its CEO, IIRC) mentioned some of these factors of
corruption as the reason for terrorism. National issues aside, the American
economy is going down the drain and I am not sure a regime change in 2008 is
enough to change this. Its own regulation (lack thereof) will be is own
punishment.

But there are reasons to be optimistic. Asia, South America and Africa
respond in a similar fashion. Among the latest developments you can see
Japan moving to Linux and China producing its own chips. Microsoft gets
banned in some places in Africa and America. Payola won't be sustainable. If
only the US government cares about the /image/ of its companies and role in
the global industry, none of this would have happened.

-- 
                ~~ Best regards

Roy S. Schestowitz      |    Have you hugged your penguin today?
http://Schestowitz.com  |  RHAT GNU/Linux   ¦     PGP-Key: 0x74572E8E
         run-level 5  Apr 28 15:45                   last=S  
      http://iuron.com - help build a non-profit search engine

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