In 2008, I hope Microsoft wakes up. With Google and Apple going gangbusters, Microsoft has threats coming at it from every direction. As we discussed earlier, Microsoft earned revenues of $13.76 billion for the quarter ended September 30, 2007, a 27% increase over the same period of the prior year. Operating income, net income and
Reed Hastings, founder and CEO of Netflix, and a renowned serial entrepreneur in Silicon Valley is joining Microsoft’s Board. It’s a superb move for Microsoft to bring on board a through-and-through decent and no-bullshit smart guy like Reed on, not to mention the fact that the battle for the consumers’ living room is in full
Last week’s acquisition of Webex by Networking giant Cisco is a clear war cry against Microsoft. What battlefield will this war be fought on? My take is, Collaboration will become the battlefield for these two titans’ epic battle. I have already written about this last week. Now, I want to add to the theme by
On April 10, 2005, almost immediately after I started this blog, I had written a piece called Microsoft’s Two Should-Be Acquisition Candidates, from the point of view of addressing the growth trends in the SME markets. The two candidates were: Autodesk (ADSK) and PayChex (PAYX). I have to pay close attention to Microsoft, since my
I wrote a number of articles about the CAD / PLM industry over the last few weeks, especially bringing them in the context of the Extended Enterprise trend. In CAD PLM Shuffles and SaaS: PLM and The Extended Enterprise, I discussed some of the recent changes in the PLM landscape (UGS’ acquisition by Siemens, IBM’s