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____/ Rex Ballard on Friday 15 August 2008 09:20 : \____
> <quote>
> “Again looking quickly, Client sucked. And it seems to be not just
> the technology guarantee impact but also anemic OEM growth. The .ppt
> brags about the same 140M Vista licenses sold that we’ve been hearing
> about for a while now. So clearly there’s been no acceleration wrt
> installed base upgrades either. Surprise! Not. MBD (Microsoft Business
> Division) was also weak. I haven’t delved further to figure out why.
> Server put in a strong showing as per usual. Kudos to that group at
> least. And E&D managed to eke out a paper profit (as long as you
> ignore intra-group transfers and the convenient “Corporate-level
> activity” bucket).”
> </quote>
>
> When you think about it, 140 million Vista licenses sold in 18 months
> isn't great news. The PC industry usually sells about 200 million PCs
> worldwide every year, about 300 million in 18 months. So either Vista
> was only shipped on 1/2 the machines, or PC sales and orders have
> dropped by 50%. Neither is a good sign for Microsoft.
IDC showed shippings _on the rise_. BTW, these "Vista licences" are mainly XP.
It's a lie, an embellishment. A lot of PCs are even shipped without an O/S
(especially in China where Linux preinstalls/no-OS are very common) and the
same goes for servers. Machines that are recycled and reused cannot run Vista.
> Perhaps MBD revenues are dropping because many of the support
> contracts are expiring and corporate customers are "cutting back",
> dropping the more expensive "platinum" support for things like Office
> and Windows XP. They may even be opting to purchase transferable XP
> licenses, which means that they can keep using XP on any of their
> machines. Including virtual machines installed on Linux laptop or
> desktop machines.
The quote above comes from Mary Jo Foley. She used to keep track of people who
quit Microsoft, but she hasn't done this for a very long time. I wonder if
she's too afraid at this stage about showing how Microsoft is collapsing from
the inside. The same goes for Joe Wilcox and Ina Fried by the way. They
shelter Microsoft amid hard times. They see what's coming and it puts their
careers in jeopardy.
- --
~~ Best of wishes
Roy S. Schestowitz | Minesweeper Consultant and Solitaire Expert (MCSE)
http://Schestowitz.com | RHAT GNU/Linux | PGP-Key: 0x74572E8E
11:00:01 up 24 days, 21:06, 3 users, load average: 0.58, 0.78, 0.81
http://iuron.com - help build a non-profit search engine
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