Linked by David Adams on Sat 31st Jul 2010 06:05 UTC, submitted by fran
PDAs, Cellphones, Wireless Microsoft had its annual financial analyst meeting on Thursday, and Steve Ballmer answered questions about what the company's answer to the iPad was going to be, and whether Windows Phone 7 was going to be a part of that product strategy. He said, "We're coming . . . We're coming full guns. The operating system is called Windows." Ballmer and Microsoft so don't get it. I can't believe Steve Ballmer is making me feel sorry for Microsoft.
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Microsoft behind the ball again...
by Dano on Sat 31st Jul 2010 21:13 UTC
Dano
Member since:
2006-01-22

I love a lot of Microsoft products, Visual Studio being my favorite, but after reading this article I can't help but notice three distinct things...1) How "uncool" Microsoft marketing is...the marketing department at Microsoft seems solely interested in selling Office, SQL Server, Windows 7 (probably because that is where the money is)...they are missing trends in the computing industry that could sell a lot of units of hardware/software whatever. They are not setting trends, just coming out with slightly improved versions of trends that missed the initial wave (i.e. Zune vs iPod). 2) Another interesting point...Windows tablets have been around for YEARS, it's not like a tablet computer is something new. Doctors offices, salespeople and manufacturing people have been using Windows XP and CE on tablets for many years, many tablets with wireless networking to some database or another...Apple comes out with a tablet and their marketing and pre-hype is so successful the iPad (what is with that name anyway?) just takes off like a rocket. You have to hand it to Jobs on the marketing. and lastly 3) Microsoft has had to wade into the hardware business on a few occasions just to answer these waves...and they really are not a hardware company. They dabble in re-packaged webcams, computer accessories, but outside of the XBox and Zune HD (I think Samsung makes the Zunes for them) they really still don't make any hardware of significance and they have to rely on other hardware vendor's designs (HP, Samsung etc) to do the heavy lifting in the hardware department to get it done. I can see many areas where Microsoft could attack effectively if they started designing hardware directly and marketing the devices ahead of the wave instead of behind. I mean Windows is still a huge lever that can move mountains...if only they had a CEO with some vision perhaps they could be innovative for once. They really have not played their cards right with mobile Windows based devices. Maybe a new CEO would at least raise the stock price and bring some value back to the company...get a new marketing department while you are at it.

Edited 2010-07-31 21:17 UTC

Reply Score: 2

nt_jerkface Member since:
2009-08-26

They certainly dropped the ball on mobile devices but as a company they are highly profitable and just had another record breaking quarter.

The current price of MSFT certainly isn't tied to company performance.

Their main cash cows are plenty healthy and their server division is doing far better than anyone expected but their stock stays flat. It really seems like Wall Street rates them based on how many cool gadgets they have compared to Apple instead of boring stuff like PE ratios. Though Microsoft's balance sheets are excellent I still wouldn't buy their stock thanks to Wall Street's seemingly irrational rejection of it. MS can report an extra billion in profit from increased demand and no one cares but Apple's stock will jump on rumors of a new idevice. Well I guess no one ever said that Wall Street was rational.

Reply Parent Score: 2

Dano Member since:
2006-01-22

Makes sense to me in that light. The company is doing well financially. I got tired and just sold my MSFT a short while ago because I am tired of waiting for some gains or at least a dividend increase. Your are definitely right about the stock price hype and I wouldn't buy AAPL because it seems like hype is all it is.

Reply Parent Score: 1