Microsoft Office Online - Attacking the Innovator's Dilemma
,----[ Quote ]
| Nick Carr has a lead on the story that we all knew was coming eventually: Key
| Microsoft (Nasdaq: MSFT) applications, including Office, may be moving
| online, soon. Carr’s source says to look for enterprise applications to move
| online as web services with Salesforce-like usage fees, popular PC
| applications to move online with advertising support, and expansion of its
| data center network to provide storage for everything.
|
| In short, they’re responding to Google Apps and Google Docs, which now
| account, according to analysts, for up to 2-3% of Google’s total revenue
| (call it $400m a year, up from $40m a year ago)..
`----
http://seekingalpha.com/article/66812-microsoft-office-online-attacking-the-innovator-s-dilemma?source=yahoo
Microsoft's Bid for Yahoo: My Signal To Finally Buy Google
,----[ Quote ]
| I found on SnapSheet Monday the news that Google Apps's revenue has gone from
| $0 to $400 million in just three years. It's up ten-fold from just a year
| ago.
`----
http://seekingalpha.com/article/67118-microsoft-s-bid-for-yahoo-my-signal-to-finally-buy-google?source=yahoo
Related:
Microsoft's Last Big Beat: Internet Domination or Death
,----[ Quote ]
| What can $44.6B USD mean? Well, for Microsoft (MSFT) it may mean the cost of
| survival.
`----
http://seekingalpha.com/article/63876-microsoft-s-last-big-beat-internet-domination-or-death?source=yahoo
Microsoft says to borrow money for Yahoo deal
,----[ Quote ]
| Microsoft Corp said on Monday it may borrow money for the first time in its
| history to fund a portion of its $44.6 billion unsolicited offer for Yahoo
| Inc.
`----
http://www.reuters.com/article/companyNews/idUSN0455692920080205
Will Microsoft Survive the Next 10 Years?
,----[ Quote ]
| I am not really an expert in this but when I read all the negative
| headlines and articles I ask myself if Microsoft really will survive
| the next 10 years.
|
| [...]
|
| I am pretty sure that the Open Source Community, the new Ubuntu,
| Google and of course Apple are those companies that are ready for
| our century and they will get more and more people that know what
| they really want.
`----
http://websquirrel.blogspot.com/2007/03/will-microsoft-survive-next-10-years.html
P. Graham: Microsoft is Dead
,----[ Quote ]
| A few days ago I suddenly realized Microsoft was dead. I was talking
| to a young startup founder about how Google was different from Yahoo.
| I said that Yahoo had been warped from the start by their fear of
| Microsoft. That was why they'd positioned themselves as a "media
| company" instead of a technology company. Then I looked at his face
| and realized he didn't understand. It was as if I'd told him how much
| girls liked Barry Manilow in the mid 80s. Barry who?
|
| Microsoft? He didn't say anything, but I could tell he didn't quite
| believe anyone would be frightened of them.
`----
http://www.paulgraham.com/microsoft.html
Microsoft's DreamSpark – What a Giveaway
,----[ Quote ]
| The rest of the $44.6bn (£22.3bn) deal would be financed with an undisclosed
| amount of credit.
|
| What that means is that it must squeeze as much money as it can from its
| operations to fund that debt and still pay dividends to shareholders, who
| will be looking for some payback from the Yahoo takeover. Giving away
| software is the last thing it would want to do in these circumstances, and
| the DreamSpark announcement shows just how worried it is about the future.
`----
http://www.linuxjournal.com/content/microsofts-dreamspark-%E2%80%93-what-giveaway
|
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