Comments on: Microsoft to drop back on spending growth

CEO Steve Ballmer tells analysts that 2008 increase will be smaller and says some of their Windows revenue forecasts are too optimistic.

[Splashes]

Foreign language

Translation: "You mean you actually believed all my BS about Vista
being the greatest thing since sliced bread? C'mon, guys! I'm
Steve effin' Ballmer! You should know me by now!"

[fcekuahd]

Some more translations from Microspeak...

I wouldn't expect a huge drop. Just a small drop is what you should have in mind.

Translation: It costs us $5B to deliver a service pack so we can't cut spending even if we don't have any new products in the pipe.

He noted that although Microsoft expects growth, more of it will come from consumers and in emerging markets--places where it gets less revenue.

Translation: there's no real reason for existing customers to upgrade so we're going to try to sell some $150 laptops.

The company expects to see some gains by reducing piracy rates with Vista, but Ballmer said that the added revenue won't be that large when compared with the overall size of the Windows business.

Translation: all of the incredibly offensive hoops we're making legitimate customers jump through won't really make any difference to pirates.

[Splashes]

Foreign language

Translation: "You mean you actually believed all my BS about Vista
being the greatest thing since sliced bread? C'mon, guys! I'm
Steve effin' Ballmer! You should know me by now!"

[fcekuahd]

Some more translations from Microspeak...

I wouldn't expect a huge drop. Just a small drop is what you should have in mind.

Translation: It costs us $5B to deliver a service pack so we can't cut spending even if we don't have any new products in the pipe.

He noted that although Microsoft expects growth, more of it will come from consumers and in emerging markets--places where it gets less revenue.

Translation: there's no real reason for existing customers to upgrade so we're going to try to sell some $150 laptops.

The company expects to see some gains by reducing piracy rates with Vista, but Ballmer said that the added revenue won't be that large when compared with the overall size of the Windows business.

Translation: all of the incredibly offensive hoops we're making legitimate customers jump through won't really make any difference to pirates.

[ashgilpincom]

'bout time

'nuff said.


http://www.ashgilpin.com

[ashgilpincom]

'bout time

'nuff said.


http://www.ashgilpin.com

[ashgilpincom]

'bout time

'nuff said.


http://www.ashgilpin.com

[ashgilpincom]

'bout time

'nuff said.


http://www.ashgilpin.com

[Broward Horne]

Evolution Of The IT Industry

Microsoft's issues are predictable. Each new industrial cycle introduces high-profit margin products for markets which are eventually
saturated.

http://www.realmeme.com/roller/page/realmeme/?entry=evolution_of_the_it_market

In other words, information has a finite cost and a finite price. The greatest anomaly of this cycle is the astounding rate-of-change in information manipulation but it still looks a lot like previous cycles.

[Broward Horne]

Evolution Of The IT Industry

Microsoft's issues are predictable. Each new industrial cycle introduces high-profit margin products for markets which are eventually
saturated.

http://www.realmeme.com/roller/page/realmeme/?entry=evolution_of_the_it_market

In other words, information has a finite cost and a finite price. The greatest anomaly of this cycle is the astounding rate-of-change in information manipulation but it still looks a lot like previous cycles.