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Microsoft, The Sleeping Giant

Posted on Wednesday, Jan 2nd

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

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Reed Hastings Joins Microsoft Board

Posted on Tuesday, Mar 27th

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

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Cisco’s War Cry Against Microsoft

Posted on Tuesday, Mar 20th

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

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Microsoft’s Growth Strategy Revisited

Posted on Thursday, Mar 8th

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

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Future of CAD and PLM: Part 1

Posted on Wednesday, Feb 28th

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

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