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Re: MS better hurry

____/ 7 on Thursday 28 February 2008 20:26 : \____

> Roy Schestowitz wrote:
> 
>> ____/ nessuno@xxxxxxxxxxxxxxxxxxx on Thursday 28 February 2008 02:06 :
>> \____
>> 
>>> and pay their bill...the Euro just rose to $1.50 from $1.48 a couple
>>> of days ago...adding $32,000,000 to what Microsoft owes the EU....good
>>> thing the fine is in Euros...
>> 
>> They might have to take more loans. They already negotiate one loan for
>> Yahoo.
>> 
>> Microsoft is hurting, financially, but it doesn't want others to know
>> (especially not investors).
>> 
>> ____
>> Microsoft's Last Big Beat: Internet Domination or Death
> 
> 
> Its unusual to loan big money to a software only company.
> Commercial software is a sudden death game.
> If micoshaft is going to die, it will die quickly taking
> all of the investor's money with it.

I agree. It's different when there are assets, e.g. loan to a real estate
agent. For Microsoft, there is no major product over the horizon and
Vista/Longhorn sells poorly (pouring another $300,000,000 into extra marketing
that soon starts).

For Microsoft, evolving to the Web era (ad-funded or subscription) is the last
chance and that's why they need Yahoo. Platforms and office suites become  a
commodity and/or a Web-based service. Honestly.

-- 
                ~~ Best of wishes

everytime you say things like this i just think of that cult of people
who send around .doc files. i dont want to communicate with people who
talk in .doc format, but they do not wish to use something else, so
they discredit those without word. --Ed, c.o.l.a.

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