tag:blogger.com,1999:blog-7555958.post110680220695465747..comments2024-03-18T12:52:48.117-07:00Comments on Mini-Microsoft: Proudly Serving up Microsoft GoodnessWho da'Punkhttp://www.blogger.com/profile/18205453956191063442noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-7555958.post-1109805343922683682005-03-02T15:15:00.000-08:002005-03-02T15:15:00.000-08:00("Growth coming to a halt"?? What flavor of crack ...("Growth coming to a halt"?? What flavor of crack are you smoking?)<br /><br />Last Q - Office negative growth, CRM flat, all emerging combined <10% growth, Windows 6% growth, Servers 18% (vs Linux 30-50% growth). FY 06, forecast is for less growth again (i.e. something like 6% overall). So yes, growth coming to a halt.<br /><br />(Management making wrong decisions?? Holy fucking hell, you should try working for Novell for a quarter!)<br /><br />So because they're better than incompetent they're not wrong? Let's talk the anti-trust violations, the $10B of lost telecom investments, the billions spent on the emerging businesses that as a group can't even grow at 10%, the multi-year delay of LH, the chronic delay of CRM, the brutal external reputation, the recent $3 payout that generated a $5 stock drop, etc. etc<br /><br />(The fact is, MSFT is still the best managed high tech stock in existence. Bar none. When you provide your counter-example, please also provide me your dividend. 'nuff said.)<br /><br />Then why is it trading at the lowest P/E in its history and a 30% discount to its industry peers? Why is it constantly playing catchup to GOOG, YHOO, CRM, etc. Why has 64-bit Windows XP been delayed two years while every major UNIX and LINUX distro had it years ago? Why can't it even outperform IBM?:<br /><br />http://finance.yahoo.com/q/bc?t=5y&s=MSFT&l=on&z=m&q=l&c=ibm&c=%5EGSPC&c=%5EDJI<br />'nuff said - you're a moron.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1108604415655707982005-02-16T17:40:00.000-08:002005-02-16T17:40:00.000-08:00Too late to rewind the clock. I left last month, ...Too late to rewind the clock. I left last month, took a 3 week vacation in Asia, and starting a new job at a small place "where everybody knows your name." Waaay too late for me, M/S ...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1107929274292674542005-02-08T22:07:00.000-08:002005-02-08T22:07:00.000-08:00Wasn't the Dilbert replaced by a comic which is ac...Wasn't the Dilbert replaced by a comic which is actually done by an employee? Now THAT is freaky...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1107923176559671132005-02-08T20:26:00.000-08:002005-02-08T20:26:00.000-08:00We as a company are getting Dilberted to death. I...We as a company are getting Dilberted to death. I think that's why they quit carrying it in the 'snooze - life imitating too much art.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1107152898618270072005-01-30T22:28:00.000-08:002005-01-30T22:28:00.000-08:00I definitely agree that the old-school competencie...I definitely agree that the old-school competencies made more sense. This new stuff is more fluff than I can handle. Christ, the MS Poll is going to suck balls...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1107019963792524422005-01-29T09:32:00.000-08:002005-01-29T09:32:00.000-08:00Interesting, long follow-up on Proudly Serving sit...Interesting, long follow-up on <A HREF="http://www.blogger.com/r?http%3A%2F%2Fwww.proudlyserving.com">Proudly Serving</A> site on the <A HREF="http://www.blogger.com/r?http%3A%2F%2Fwww.proudlyserving.com%2Farchives%2F2005%2F01%2Fmicrosoft_goodn.html">"Microsoft Goodness"</A> post: <I><A HREF="http://www.blogger.com/r?http%3A%2F%2Fwww.proudlyserving.com%2Farchives%2F2005%2F01%2Fthoughts_on_mic.html">http://www.proudlyserving.com/archives/2005/01/thoughts_on_mic.html</A></I>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1106971415128806982005-01-28T20:03:00.000-08:002005-01-28T20:03:00.000-08:00Microsoft is currently streamlining the competenci...Microsoft is currently streamlining the competencies. They're replacing the wheel with triangles! You can see the improvement already... <br /><br />Dev & PM will see the changes next review cycle, test sees them now (and these changes are also tied to the layoffs of low-level testers who can't code).Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1106858038084054212005-01-27T12:33:00.001-08:002005-01-27T12:33:00.001-08:00Reviews at Microsoft have always sucked. Like the ...Reviews at Microsoft have always sucked. Like the whole "goals" thing... sure! I've got goals! I want to become a better programmer. I want to learn more about 3D rendering and shaders. Great! I also want to start making films!<br /><br />But why the hell would I want to put those on a review form? So you're left with the question... just what are they looking for there? Do they want me to make shit up? Or do they want me to come up with goals that I can easily make without stretching myself too much.<br /><br />Ultimately, it should come down to this:<br /><br />Am I doing a good job? Yes or No?<br /><br />All the goals in the world are entirely unimportant if you're not covering the bread & butter stuff.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1106858027195397562005-01-27T12:33:00.000-08:002005-01-27T12:33:00.000-08:00Why do you want to sell Jack?Why do you want to sell Jack?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1106857024087027752005-01-27T12:17:00.000-08:002005-01-27T12:17:00.000-08:00Maybe we should start selling mayoMaybe we should start selling mayoAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1106847010306735922005-01-27T09:30:00.000-08:002005-01-27T09:30:00.000-08:00Reviews are a farce, and the always have been. It'...Reviews are a farce, and the always have been. It's just that the more change the forms, process, and words, the easier it is to see it for what it is. Our suspension of disbelief has been broken. And, it's not coming back.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1106813764769194062005-01-27T00:16:00.000-08:002005-01-27T00:16:00.000-08:00I spent an hour on the midyear discussion website ...I spent an hour on the midyear discussion website and couldn't ever figure out what KIND of lies they wanted this year.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1106811277257242062005-01-26T23:34:00.000-08:002005-01-26T23:34:00.000-08:00I'd like to comment but I've got to complete my pr...I'd like to comment but I've got to complete my profile on RoleGuide before EOB today . . .Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7555958.post-1106805909553896892005-01-26T22:05:00.000-08:002005-01-26T22:05:00.000-08:00Not going to happen. Five years ago MSFT faced a c...Not going to happen. Five years ago MSFT faced a critical inflection point and as you suggest, many decisions made then and subsequently have been the wrong ones. Growth is now coming to a halt and esp in technology, you're either growing or you're dying. Senior mgt see this and hence their record insider selling and folks like Connors "retiring". But predictably, rather than adjust their course, they'll dig in and put the screws to employees via additional cutbacks and massive layoffs. That will delay the inevitable but ultimately fail, at which point Ballmer will be forced to resign. Unfortunately, by then, many emps will have lost their job, the stock (which has already been abysmal) will have imploded and what's left may be too far gone to ever again be a dominant player. Very sad end for a once great company.Anonymousnoreply@blogger.com