Vista hurting MS's earnings!

http://www.australianit.news.com.au/...-15306,00.html

Mr Liddell also said that the current quarter will also give Microsoft a
good reading on whether businesses are moving to Windows Vista. Vista was a
key factor behind Microsoft's lower earnings for the quarter. In the third
quarter of last year, the company got a boost from the recognition of
deferred revenue associated with Vista, which started selling broadly early
last year.

For the current period, the company said it expects earnings in a range of
45 cents a share to 48 cents a share, compared with analysts' average
estimate of 48 cents a share, according to Thomson Reuters. It put revenue at
$US15.5 billion to $US15.8 billion, compared with an average analyst estimate
of $US15.6 billion.

The third quarter was notable for shortcomings at the divisions that oversee
Windows for PCs and the Office suite of software programs. Those two
divisions have been reliable growth drivers for decades. But programs that
boosted revenue at the divisions in the third quarter of last year meant
falls in revenue and profit at both divisions.

The client division - which houses Windows Vista - saw revenue drop 24 per
cent to $US4.03 billion from the year-earlier period, and operating income
fall 26 per cent to $US3.1 billion. The business division, which houses
Office, saw an 8 per cent drop in operating income, to $US3.13 billion.
Revenue at that division dipped 2 per cent to $US4.75 billion in the quarter.
--
Mick Murphy - Qld - Australia

When Vista has been out for more than a few months, and the new patch count
drops below an undisclosed number, then you can expect business to think
about it. Perhaps it will be passed up in favor of a later Win version now
available.
As far as I know, a heck of a lot of businesses are still sticking/stuck on
win 2K. The IT people were not happy with XP, and were quite vocal about it.
The feedback from them on Vista seems to be reluctant acceptance only if the
Aero features are not enabled. Another issue seems to be that the changes in
some Office 2007 apps are a bit much for the average business user, and
create a learning curve issue that decreases productivity and increases
cost.

"Mick Murphy" <> wrote in message
news:F248B358-71E6-481C-A396-...
> http://www.australianit.news.com.au/...-15306,00.html
>
> Mr Liddell also said that the current quarter will also give Microsoft a
> good reading on whether businesses are moving to Windows Vista. Vista was
a
> key factor behind Microsoft's lower earnings for the quarter. In the third
> quarter of last year, the company got a boost from the recognition of
> deferred revenue associated with Vista, which started selling broadly
early
> last year.
>
> For the current period, the company said it expects earnings in a range of
> 45 cents a share to 48 cents a share, compared with analysts' average
> estimate of 48 cents a share, according to Thomson Reuters. It put revenue
at
> $US15.5 billion to $US15.8 billion, compared with an average analyst
estimate
> of $US15.6 billion.
>
> The third quarter was notable for shortcomings at the divisions that
oversee
> Windows for PCs and the Office suite of software programs. Those two
> divisions have been reliable growth drivers for decades. But programs that
> boosted revenue at the divisions in the third quarter of last year meant
> falls in revenue and profit at both divisions.
>
> The client division - which houses Windows Vista - saw revenue drop 24 per
> cent to $US4.03 billion from the year-earlier period, and operating income
> fall 26 per cent to $US3.1 billion. The business division, which houses
> Office, saw an 8 per cent drop in operating income, to $US3.13 billion.
> Revenue at that division dipped 2 per cent to $US4.75 billion in the
quarter.
> --
> Mick Murphy - Qld - Australia

Especially with Windows 7 looming on the horizon, and bad reports about Vista.

Where I am, Banks have upgraded to XP only within the last 3 years; no vista
customers there.
The Govt Education Depts here are staying with XP; the list goes on!
--
Mick Murphy - Qld - Australia


"Chuck" wrote:

> When Vista has been out for more than a few months, and the new patch count
> drops below an undisclosed number, then you can expect business to think
> about it. Perhaps it will be passed up in favor of a later Win version now
> available.
> As far as I know, a heck of a lot of businesses are still sticking/stuck on
> win 2K. The IT people were not happy with XP, and were quite vocal about it.
> The feedback from them on Vista seems to be reluctant acceptance only if the
> Aero features are not enabled. Another issue seems to be that the changes in
> some Office 2007 apps are a bit much for the average business user, and
> create a learning curve issue that decreases productivity and increases
> cost.
>
> "Mick Murphy" <> wrote in message
> news:F248B358-71E6-481C-A396-...
> > http://www.australianit.news.com.au/...-15306,00.html
> >
> > Mr Liddell also said that the current quarter will also give Microsoft a
> > good reading on whether businesses are moving to Windows Vista. Vista was
> a
> > key factor behind Microsoft's lower earnings for the quarter. In the third
> > quarter of last year, the company got a boost from the recognition of
> > deferred revenue associated with Vista, which started selling broadly
> early
> > last year.
> >
> > For the current period, the company said it expects earnings in a range of
> > 45 cents a share to 48 cents a share, compared with analysts' average
> > estimate of 48 cents a share, according to Thomson Reuters. It put revenue
> at
> > $US15.5 billion to $US15.8 billion, compared with an average analyst
> estimate
> > of $US15.6 billion.
> >
> > The third quarter was notable for shortcomings at the divisions that
> oversee
> > Windows for PCs and the Office suite of software programs. Those two
> > divisions have been reliable growth drivers for decades. But programs that
> > boosted revenue at the divisions in the third quarter of last year meant
> > falls in revenue and profit at both divisions.
> >
> > The client division - which houses Windows Vista - saw revenue drop 24 per
> > cent to $US4.03 billion from the year-earlier period, and operating income
> > fall 26 per cent to $US3.1 billion. The business division, which houses
> > Office, saw an 8 per cent drop in operating income, to $US3.13 billion.
> > Revenue at that division dipped 2 per cent to $US4.75 billion in the
> quarter.
> > --
> > Mick Murphy - Qld - Australia
>
>
>

Mick Murphy wrote:
> http://www.australianit.news.com.au/...-15306,00.html
>
> Mr Liddell also said that the current quarter will also give Microsoft a
> good reading on whether businesses are moving to Windows Vista. Vista was a
> key factor behind Microsoft's lower earnings for the quarter. In the third
> quarter of last year, the company got a boost from the recognition of
> deferred revenue associated with Vista, which started selling broadly early
> last year.
>
> For the current period, the company said it expects earnings in a range of
> 45 cents a share to 48 cents a share, compared with analysts' average
> estimate of 48 cents a share, according to Thomson Reuters. It put revenue at
> $US15.5 billion to $US15.8 billion, compared with an average analyst estimate
> of $US15.6 billion.
>
> The third quarter was notable for shortcomings at the divisions that oversee
> Windows for PCs and the Office suite of software programs. Those two
> divisions have been reliable growth drivers for decades. But programs that
> boosted revenue at the divisions in the third quarter of last year meant
> falls in revenue and profit at both divisions.
>
> The client division - which houses Windows Vista - saw revenue drop 24 per
> cent to $US4.03 billion from the year-earlier period, and operating income
> fall 26 per cent to $US3.1 billion. The business division, which houses
> Office, saw an 8 per cent drop in operating income, to $US3.13 billion.
> Revenue at that division dipped 2 per cent to $US4.75 billion in the quarter.

Mick,

I like the articles you have been posting. Thanks!

--
"Fair use is not merely a nice concept--it is a federal law based on
free speech rights under the First Amendment and is a cornerstone of the
creativity and innovation that is a hallmark of this country. Consumer
rights in the digital age are not frivolous."
- Maura Corbett

On Sat, 26 Apr 2008 04:33:05 -0400, Chuck wrote:

> When Vista has been out for more than a few months, and the new patch
> count drops below an undisclosed number, then you can expect business to
> think about it. Perhaps it will be passed up in favor of a later Win
> version now available.
> As far as I know, a heck of a lot of businesses are still sticking/stuck
> on win 2K. The IT people were not happy with XP, and were quite vocal
> about it. The feedback from them on Vista seems to be reluctant
> acceptance only if the Aero features are not enabled. Another issue
> seems to be that the changes in some Office 2007 apps are a bit much for
> the average business user, and create a learning curve issue that
> decreases productivity and increases cost.

Business wants longer life cycles, and so do people. You no sooner get
an OS like XP stable, or an application server at work running smooth,
lots of stuff works with it and now it is time to dump it? That is the
users and business view.

Microsoft's view is simple, we want billions more so everyone has to
repurchase the OS and MS-Office every 3 years. Lots of $$$ in the
coffers. The consumers will rebel over this.

People rightfully look at PCs like cars. 1/2 way through it's usable
lifetime, maybe give it a new set of tires. But to spend $600 on a OS/MS-
Office like Vista for a $500 PC makes no sense. Prices of Microsoft
components have not followed the industry costs curves. Microsoft is now
the single biggest cost of the PC for MS-shops/businesses.

Then the aggravation of getting a MS-Office 2007 xml doc you can't open
makes you feel extorted into an upgrade. There is no backward
portability, no MS standard is stable enough for this not to be a major
problem.

Like it or not, Microsoft had better send this to the marketing think
tank and come up with a better model where it is win-win as opposed to
win-lose. And sustainability needs to be added to revenue even if it
hurts to look at the numbers. Microsoft's market elasticity has reached
it's peek and then some.

Canuck57 wrote:

> On Sat, 26 Apr 2008 04:33:05 -0400, Chuck wrote:
>
>
>>When Vista has been out for more than a few months, and the new patch
>>count drops below an undisclosed number, then you can expect business to
>>think about it. Perhaps it will be passed up in favor of a later Win
>>version now available.
>>As far as I know, a heck of a lot of businesses are still sticking/stuck
>>on win 2K. The IT people were not happy with XP, and were quite vocal
>>about it. The feedback from them on Vista seems to be reluctant
>>acceptance only if the Aero features are not enabled. Another issue
>>seems to be that the changes in some Office 2007 apps are a bit much for
>>the average business user, and create a learning curve issue that
>>decreases productivity and increases cost.
>
>
> Business wants longer life cycles, and so do people. You no sooner get
> an OS like XP stable, or an application server at work running smooth,
> lots of stuff works with it and now it is time to dump it? That is the
> users and business view.
>
> Microsoft's view is simple, we want billions more so everyone has to
> repurchase the OS and MS-Office every 3 years. Lots of $$$ in the
> coffers. The consumers will rebel over this.
>
> People rightfully look at PCs like cars. 1/2 way through it's usable
> lifetime, maybe give it a new set of tires. But to spend $600 on a OS/MS-
> Office like Vista for a $500 PC makes no sense. Prices of Microsoft
> components have not followed the industry costs curves. Microsoft is now
> the single biggest cost of the PC for MS-shops/businesses.
>
> Then the aggravation of getting a MS-Office 2007 xml doc you can't open
> makes you feel extorted into an upgrade. There is no backward
> portability, no MS standard is stable enough for this not to be a major
> problem.
>
> Like it or not, Microsoft had better send this to the marketing think
> tank and come up with a better model where it is win-win as opposed to
> win-lose. And sustainability needs to be added to revenue even if it
> hurts to look at the numbers. Microsoft's market elasticity has reached
> it's peek and then some.
>
When you get a job...lets us know...and then we will take you're drivel
just a little more seriously. Till then...hahahaha...LOL!
Frank

You are welcome!
If I find them, and they are the truth, I'll post them!
--
Mick Murphy - Qld - Australia


"The poster formerly known as 'The Poster" wrote:

> Mick Murphy wrote:
> > http://www.australianit.news.com.au/...-15306,00.html
> >
> > Mr Liddell also said that the current quarter will also give Microsoft a
> > good reading on whether businesses are moving to Windows Vista. Vista was a
> > key factor behind Microsoft's lower earnings for the quarter. In the third
> > quarter of last year, the company got a boost from the recognition of
> > deferred revenue associated with Vista, which started selling broadly early
> > last year.
> >
> > For the current period, the company said it expects earnings in a range of
> > 45 cents a share to 48 cents a share, compared with analysts' average
> > estimate of 48 cents a share, according to Thomson Reuters. It put revenue at
> > $US15.5 billion to $US15.8 billion, compared with an average analyst estimate
> > of $US15.6 billion.
> >
> > The third quarter was notable for shortcomings at the divisions that oversee
> > Windows for PCs and the Office suite of software programs. Those two
> > divisions have been reliable growth drivers for decades. But programs that
> > boosted revenue at the divisions in the third quarter of last year meant
> > falls in revenue and profit at both divisions.
> >
> > The client division - which houses Windows Vista - saw revenue drop 24 per
> > cent to $US4.03 billion from the year-earlier period, and operating income
> > fall 26 per cent to $US3.1 billion. The business division, which houses
> > Office, saw an 8 per cent drop in operating income, to $US3.13 billion.
> > Revenue at that division dipped 2 per cent to $US4.75 billion in the quarter.
>
> Mick,
>
> I like the articles you have been posting. Thanks!
>
> --
> "Fair use is not merely a nice concept--it is a federal law based on
> free speech rights under the First Amendment and is a cornerstone of the
> creativity and innovation that is a hallmark of this country. Consumer
> rights in the digital age are not frivolous."
> - Maura Corbett
>

"Mick Murphy" <> wrote in message
news:2265B762-D8C5-41FB-B85D-...
> You are welcome!
> If I find them, and they are the truth, I'll post them!

You need to show some of the dopes around here. Some of them do not realise
that Vista has been a failure, and they are not are not discerning enough to
realise why.

ss.

Synapse Syndrome wrote:

> "Mick Murphy" <> wrote in message
> news:2265B762-D8C5-41FB-B85D-...
>
>>You are welcome!
>>If I find them, and they are the truth, I'll post them!
>
>
> You need to show some of the dopes around here. Some of them do not realise
> that Vista has been a failure, and they are not are not discerning enough to
> realise why.
>
> ss.
>
>

That a rather stupid statement ss. Tell us all how Vista can be declared
a failure when millions are successfully using it in both home and business.
Or do you just consider anyone who is using it to be a "dope"? Or is it
that you simply can't figure out how to successfully install, configure
and run Vista huh?
Got a real answer or just wanna play?
Frank

On Sat, 26 Apr 2008 16:54:21 -0700, Frank <> wrote:

>Synapse Syndrome wrote:
>
>> "Mick Murphy" <> wrote in message
>> news:2265B762-D8C5-41FB-B85D-...
>>
>>>You are welcome!
>>>If I find them, and they are the truth, I'll post them!
>>
>>
>> You need to show some of the dopes around here. Some of them do not realise
>> that Vista has been a failure, and they are not are not discerning enough to
>> realise why.
>>
>> ss.
>>
>>
>
>That a rather stupid statement ss. Tell us all how Vista can be declared
>a failure when millions are successfully using it in both home and business.

Frank's idea of a success: Vista out over a year, 86% of the install
base of all versions of Windows have NOT upgraded to Vista. Sure
Frank, that's a run away success alright. You keep humming that tune
you silly old fool.