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It's too early to make too much out of this
MS always does this. Warns on the next quarter, then exceeds, followed by another caution. So it's too early to read anything into this. Although I'm little skeptical about their business growing 7% a year. Does that include the cost savings (spelled Bangladore development)? If it does then it actually means their overall market share is decreasing. Where's the growth coming from? It's not the server market and with 95% desktop share it's not there. XBox? Not likely. Think they're counting Win98 to XP conversions as growth? XP uptake has been hugely pathetic.

As far as I can tell there are not large scale replacements of Office with OpenOffice going on...let me rephrase...I haven't heard of any. There are replacements to be sure, just not enterprise scale. It's millions made up of onsies and twosies. Mainly home, small office users, colleges and universities. A few medium size businesses. But businesses aren't pouncing on Office upgrades, either. Again, where's the growth?

Makes me wonder if they're counting NT to 2003 conversions? In my book you can't count upgrades as growth, that's merely a market share you didn't lose.

Probably just be more MS same 'ol, same 'ol. But the possibility does exist that this also shows OSS is making inroads into some of their traditional market share. Don't go wetting your ******* yet, but it's encouraging for what they didn't say.
Posted by: Chad_z   Posted on: 01/28/04 You are currently: a Guest | Members login | Terms of Use
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Holy Understatement, Batman!  Xunil_Sierutuf | 01/28/04
Open Source  nucrash | 01/28/04
OpenOffice was a big hit  JWatson77 | 01/28/04
To paraphrase...  Jose Jimenez | 01/28/04
I might argue that  Chad_z | 01/29/04
They have to report ...can you say ENRON?  nograin | 01/28/04
For personal use-  AbsolutelyNot | 01/28/04
It's too early to make too much out of this  Chad_z | 01/28/04
upgrades are growth because  mvaar | 01/28/04
Fool me once: Shame on you . . . Fool me twice: Shame on me.  Plain Logic | 01/28/04
no its...  doh123 | 01/28/04
Did you read the article?  Anton Philidor | 01/28/04
MyDoom  nite_w0lf | 01/28/04
Had seemed pretty quiet, yes.  Anton Philidor | 01/29/04
Odd point of view...  Rokstar83 | 01/28/04
Believe what they say... and do.  Anton Philidor | 01/29/04
Please..  Patrick Jones | 01/29/04
Restrictions on the damage  Anton Philidor | 01/29/04
Did you read the article?  IT_User | 01/29/04
Shouldn't be necessary...  IT_User | 01/29/04
Okay, that's your view  Anton Philidor | 01/29/04
The way you guys beat on one another  IT_User | 01/29/04
Take your thinking one step further.  Anton Philidor | 01/29/04
Well, it's still there. so let's see how long we can discourse  IT_User | 01/29/04
i think i see another crack in the shell  nite_w0lf | 01/28/04
Wow, sounds like a Sun or IBM release  FilledOut | 01/29/04

What do you think?

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