People seem to understand value v. price:
You need look no further than numbers released today by NPD to understand Apple’s strategy. Its revenue share of the “premium” price market — that is, computers over $1,000 — is a staggering 91%. This means that 9 out of every 10 retail dollars that is spent on PCs in that price range, goes to Apple, as Betanews’ Joe Wilcox points out. That, for lack of a better word, is insane.
Not insane – laser-like focus on core competence and insane execution.
Laptop hunters are not helping:
Microsoft puts on a brave face as revenue dives
At the same time, its net income fell 29 percent. Attributing these declines to the softening PC and server markets, the company argued the stats still demonstrate efficiency during tough economic times.
Time to reboot (like I just did with my PC after some random WTF bsod).
Boing!
Microsoft’s Money Pit. Every Dollar Of Online Revenue Is Wiped Out By A Dollar Of Loss
Every business got hit hard, but the worst-performing business by far was the online business. It had the biggest operating loss of $732 million, which was $1 million more than its revenues of $731 million.
Microsoft may never make it online – it may be their waterloo. $1 billion is hard to make up, even for a monopoly:
Terrible quarter for Microsoft (MSFT), missing the Street’s revenue estimate by more than $1 billion on weakness across almost all of its business units.
Microsoft genius:
“Our business continued to be negatively impacted by weakness in the global PC and server markets,”
Maybe XBOX and Zune are kicking ass:
The division posted a 25 percent drop in revenue, much greater than analysts had expected and steeper than the 2 percent decline reported during the first quarter. Entertainment and devices also posted its second consecutive quarterly loss; this time, of $130 million.
The company delivered operational efficiency and innovation in a difficult environment
Umm, no. You didn’t deliver shiaat. What Microsoft did deliver:
For Microsoft, first yearly revenue drop in its history as public company
Microsoft indicated that until Windows 7 is introduced on October 22, consumer and business sales in the “Client” division that includes Windows would lag overall PC growth.
Performance captured in a chart:
How do you get a $1.26B drop in Windows revenues? Is it all AIG and Lehman’s fault?
This story has run its course and soon, Microsoft will embark on the Oracle strategy: buying everything in sight! For example:
Panic button has been hit.
By the way, don’t analysts need to adjust that terminal value?
To compete with Apple? Increasingly on collision course. Why does Apple hound Padmasree Warrior like this?
Oh, what’s that? They are not Kindle fans?
Perhaps they’re simply waiting for the Taliban to come back so they can go home again.
fight over books depicting sex and homosexuality has riled up a small Wisconsin city, cost some library board members their positions and prompted a call for a public book burning.The battle has stirred much of West Bend, a city of roughly 30,000 people about 35 miles north of Milwaukee. Residents have sparred for months on blogs, airwaves and at meetings, including one where a man told the city’s library director he should be tarred and feathered.
This is even better than that Rob Enderle designed Dell MP3 player:
Wal-Mart Stores has expanded its laptop selection by 40% and will be aggressive in pricing the computers and the accessories to go with them as the discount retailer looks to win sales from frugal back-to-school shoppers. Starting this Sunday, Wal-Mart will begin selling an exclusive Compaq Presario notebook computer that it developed in partnership with Hewlett-Packard for $298.
Is it a sad statement that HP has to take advise from Walmart to build a laptop?
For some its real easy (just ignore it like we did Vista):
While this latest operating system stresses simplicity, the upgrade process will be anything but simple for the huge base of average consumers still using XP, who likely outnumber Vista users. It will be frustrating, tedious and labor-intensive.
In fact, the process will be so painful that, for many XP users, the easiest solution may be to buy a new PC preloaded with Windows 7, if they can afford such a purchase in these dire economic times. In fact, that’s the option Microsoft recommends for XP users.
Microsoft’s version of easy transfer:
Microsoft has taken some steps to make this easier. It plans to offer a free “Easy Transfer” program (explained at http://bit.ly/M5Il7) that will automate the process of moving your personal files to an external drive, and then restoring them to your computer after Windows 7 is installed. But this program won’t transfer your programs, only your personal data.
Oh! I have to re-purchase all my software? Greaaaat. No thanks.
They want Firefox? Don’t let Ballmer hear that
You are currently browsing the Sharing the truth one thread at a time blog archives for the day Thursday, July 23rd, 2009.
