A cautionary note from Joe Wilcox at the Microsoft Monitor in yesterday's post about the latest quarterly results (Microsoft Fiscal 2005 Q3 Results):
Important highlights: While server and mobile sales demonstrated healthy year-over-year growth, core Office and Windows division revenues grew just slightly, along with Business Solutions products. MSN year-over-year revenue declined, fed in part by declining Internet access revenues. I am somewhat disturbed by the slow growth or declines in three of Microsoft's four profitable business divisions.
When the divisional Sugar Daddies start running out of sugar, you can damn well better bet that things will go sour in other divisions first.
If you're in MBS, I'd really really get that resume polished and out and look for something interesting as soon as possible. You exist for the singular purpose of transitioning your customer base over to Office System based solutions. And as Mr. Wilcox notes about MBS:
I see no signs this division will achieve profitability in the near future.