____/ Mark Kent on Saturday 23 February 2008 09:12 : \____
> Roy Schestowitz <newsgroups@xxxxxxxxxxxxxxx> espoused:
>> ____/ The Ghost In The Machine on Friday 22 February 2008 19:20 : \____
>>> In comp.os.linux.advocacy, nessuno@xxxxxxxxxxxxxxxxxxx
>>> on Fri, 22 Feb 2008 08:05:16 -0800 (PST)
>>>> [Death of HD-DVD was predictable.] Here's why HD-DVD's end should not
>>>> have been a surprise, what lessons can be learned from its death, and
>>>> what its demise means for Microsoft.
>>>> [HD-DVD--Bluray format war, Microsoft vs Sony...]] In the new HD video
>>>> market, Microsoft again wanted to push its Windows Media codecs while
>>>> Sony wanted to establish its blue-violet laser technology.
>>> [massive snip for brevity]
>>> I'm not sure about the "lethal" part. It's not like
>>> they're dead yet, though I'll admit I wonder how long this
>>> sort of nonsense can continue.
>>> However, the imminent demise of Usenet has been repeatedly
>>> predicted, for example, and it's yet to happen (though I
>>> can't say its state is all that good).
>>> On a more relevant (and less happy) note: the Year of
>>> the Linux Desktop has also been proudly proclaimed for
>>> many years -- and has yet to happen, though as far as
>>> *my* desktops are concerned it's the default option,
>>> and presumably for a number of others posting here.
>>> And Microsoft continues to be hugely profitable.
>>> So we'll see.
>> One theme that I see recurring in your posts is that Microsoft has deep
>> pockets. It does not.
>> Steve Ballmer has deep pockets. Bill Gates has deep pockets. Many ex-Softies
>> are millionaires. But they won't donate their assets and saving to Microsoft
>> if it operated at a loss and buys its own stock.
>> SEC filings are tricky. Novell claims that it has wealth, but at the same
>> time it's documented that it had trouble with the bank and the Finance Heads
>> over their admitted financial misconduct (cooking the book). You know what
>> they say about this? "Everyone is doing it". Welcome to the US of A. Shades
>> of Worldcom and Enron...
> Microsoft is in very poor shape for a company of its size. The plan to
> purchase Yahoo was wonderfully misconceived, merely serving to see
> Microsoft's shares discounted by the value of Yahoo. Oddly, they don't
> seem to have recovered, either. I think that the stock markets are
> beginning to see that the only "asset" Microsoft had was its monopoly,
> and it is losing that rapidly.
Mind the first few minutes. He doesn't mention Microsoft by name.
> It is, in my opinion, massively
> over-valued for its prospects, but I don't expect the less technical
> traders to recognise this for some time. They will, in the end, though.
> Microsoft could be turned around with new management, breaking the
> company up into smaller bits, and perhaps buying something in with
> value, but anything which is a software house is unlikely to help
> Microsoft, as their own culture will destroy any value in that purchase,
> as the stock markets have already recognised, hence the reaction to the
> Yahoo plan.
Smaller chunks a la Lenovo? Either way, Microsoft will stick around, but like
IBM it will become something altogether different. Like Novell with NetWare,
Windows will stay around and float for quite a while.
> I'd suggest that Microsoft's best route to survival would be a merger
> with Oracle... that would keep both of them going for another ten
Oracle uses Linux. That would not work.
~~ Best of wishes
Roy S. Schestowitz | Open the Gate$ to Hell
http://Schestowitz.com | RHAT Linux | PGP-Key: 0x74572E8E
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