"Thanks for your ideas and advice over the last few years"D.M.
"You are one of the most interesting, talented writers I know"A.G.
"I look forward to your emails. They are among the very few that pass my screen."J.C.
"The world needs more of voices like yours"B.W.
"I don't know anyone else that writes like you, shares market points of view like you, and makes things seem personal and approachable!"J.C.
"Thanks for your ideas and advice over the last few years."D.M.
Microsoft - Is Not Over Until it is Over
I’ve received a few emails asking my thoughts on Microsoft’s (MSFT) quarter. Here is my take: this is probably the least meaningful quarter in the company’s recent history. MSFT is about to introduce Windows 7 (and a slew of other products.) If I were a corporate customer, I wouldn’t be buying Windows Vista now if I could buy Windows Vista FIXED (or also known as Windows 7) in four months.
There is also news that it is difficult to upgrade from Windows XP to 7, but this difficulty will only impact consumers and very small businesses. Corporations upgrade using a very different procedure. They create a master disk, an image that has all programs installed and preconfigured, and then rollout this image to all computers. So in other words, corporate IT guys don’t go from one workstation to another with a Windows 7 disk and upgrade one computer at a time.