Comments on: Analysis: Microsoft’s Ballmer Explains the Cloud

By: The VAR Guy

The VAR Guy — Tue, 09 Mar 2010 14:57:37 +0000

Frank: Thanks for comin’ on back and sharing your perspectives a bit more fully. The VAR Guy can’t argue with you. Microsoft’s core cash cows (Windows, Office) are under attack. Curious to see if Microsoft can develop new and different cash cows… and keeping and eye on Windows Azure cloud in particular.
-TVG

By: Frank Daley

Frank Daley — Sat, 06 Mar 2010 23:26:26 +0000

@TVG: No, Microsoft is not doomed, however as I said its two biggest profit centers are already in a downward spiral that will lead to dramatically lower profits. Hence Microsoft’s long-term levels of ultra high margins are doomed.

By: The VAR Guy

The VAR Guy — Sat, 06 Mar 2010 16:12:53 +0000

Simplicius, Frank: Microsoft doomed? Plenty of software companies would envy Microsoft’s position. Challenging times… but hardly doom and gloom…
-TVG

By: Frank Daley

Frank Daley — Sat, 06 Mar 2010 04:57:59 +0000

Yet again highlights that Microsoft is locked in a downward spiral since its two biggest profit centers are doomed to be competing in marketplaces in which Microsoft may not even be the #1 player.

By: Simplicius

Simplicius — Sat, 06 Mar 2010 04:12:45 +0000

“I think Microsoft’s position reeks of old thinking”

and platitudes. Old, stale platitudes.