Microsoft tops earnings forecast

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On Office; On SQL Server 2005

The good news is that an Intel rep named Mark Budzinski let it slip yesterday that Microsoft hired a goodly number of Intel consultants to rework Microsoft Office so that it would run at least as well on the new multi-core multi-processor PCs as it did on last year's single-processor-but-higher-clock-speed models. So all those students with their new multi core lap tops and OpenOffice may not be seeing that Microsoft Office runs slower than OpenOffice - or if they do see that they will have something to look forward to in the form of the coupon for an upgrade.

The bad news is that Microsoft has been forced to back down from its assertion that SQL Server 2005 is doing really well. Apparently the hugh growth rate was owing to pent up demand. The best they can now say is that SQL Server 2005 is "one of the" leading database products. It is not the leading database product - that is Oracle 9i and there are almost as many Oracle 8i installations as Access implementations so it will not be getting better. Add into that the Oracle 10g and Oracle 8 base and SQL Server 2005 looks like toy. Something that only naive virgins would tolerate. Source (IDUG "Up and Down the Technology Stack. IDUG Survey on Technologies for 2006 and Beyond")

There is more bad news on SQL Server 2005.

Where the product shines is on Itanium processors and many think Itanium really is sinking like the Titanic. Hence the term "Itanic". The reasons for the apparent failure go beyond my suspision that SQL Server 2005 failed the New York Stock Exchange implementation (I suspect Oracle has been added). It has to do with the discovery in the congresional investigations regarding the Cnet reporter's identity theft by Hewlett Packard that HP gets special pricing on Itanium. Why would anyone but HP build hardware with Itanium knowing that? They will not. So the one area where Microsoft SQL Server 2005 shined may be no more. Intel's Mark Budzinski says Itanium will be developed but then he has no say over what AMD will do. AMD becomes SQL Server 2005's life boat in my book. And this Michael Cooper fellow, who I could not get with after he made a statement of worry about Itanium, didn't appear positive at all. Cooper works for Microsoft.

SQL Server 2005 may have more management mind view than it deserves. The "free" Visual Studio will soon eliminiate Crystal Reports, replacing that with Vista's report writer. I just do not see many established businesses likeing that. But am open. If it works just like Crystal why not. But there is more. The need "free" things in SQL Server 2005 that allow "slicing and dicing" of data came from acquisitions not in house developement. The in house stuff you could just not use and still get to the same share point like presentation. Excell as a report writer and dashboard (argh) talk about enhancing the wrong tool. But then maby Microsoft is following Lotus here. It could be Ozzie. Might as well keep an open mind and load the developer editions in a virtual machine. God I love VMware.

Frank L. Mighetto CCP

Posted by: mighetto   Posted on: 10/26/06 You are currently: a Guest | Members login | Terms of Use

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