08.05.10
Microsoft Downgraded, Attach Rates for Office 2010 Said to be Declining and Windows Increasingly Rejected
Summary: As Microsoft approaches the leeching business model (software patents), its actual core business suffers a blow
MICROSOFT’S TWO cash cows are not in a good position. Windows is not selling well and Office too is having a hard time, struggling to sell itself based on merit (despite new releases having arrived less than a year ago).
The mass hypnosis Microsoft has arranged through the mainstream media was never enough to fool Wall Street, which is why Microsoft's stock declined when it announced its results last month. Microsoft’s stock declines again with a downgrade that’s explained with rational, sobering analysis that includes:
THE SPARK: Chowdhry, who downgraded Microsoft to “Equal Weight” from “Overweight,” said in a note to investors he does not expect the company to see any upside to his estimates for the next 12 to 18 months.
[...]
He also said attach rates for Office 2010 are declining, especially in the public and education sectors and in call centers, which in all make up about 10 percent of the Office business. Attach rates refer to copies of Office sold per each copy of Windows owned.
Sales of Office disappoint, but Microsoft is comparing year of release to a non-release year, having reported a decline in Office business in the previous quarter. No wonder Steve Ballmer is still being pressured to leave.
Based on this other new post, Vista Phone 7 [sic] is another “KIN” in the making. It should be called KINdows Phone 7 as it already receives poor reviews. The KIN was a disaster of unprecedented proportions and smartphones continue to be the main growth area. █
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dyfet said,
August 5, 2010 at 5:18 am
What I think is important here is that while people (and many businesses) often still do not have a choice to not get Microsoft Windows when they purchase a new machine because of illegal business practices that force vendors to put the unwanted operating system on hardware, they do have a choice to not buy office, and clearly are exercising it.
Dr. Roy Schestowitz Reply:
August 5th, 2010 at 5:42 am
More so with Web browsers, even though MSIE is forcibly installed on all new PCs (assuming that are saddled with Windows).
Agent_Smith said,
August 5, 2010 at 4:57 pm
What about the european web browser ballot screen ??? There’s always Nlite, to strip IE out of winblow$ too…
Dr. Roy Schestowitz Reply:
August 5th, 2010 at 5:02 pm
That’s not allowed. Microsoft wouldn’t allow that. Right not there are many options:
1. Microsoft Internet Explorer + Firefox
2. Microsoft Internet Explorer + Opera
3. Microsoft Internet Explorer + Chrome
[...]
x. Microsoft Internet Explorer
Wow. So much choice. Poor Microsoft is being excluded.