Wall Street to M$: "I'm Sorry, I Just Nodded Off"

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It was analyst day for Microsoft, their first ever that didn't include Bill Gates. According to the recap in Forbes

Ballmer gave particular emphasis to the company's new Windows Vista and Office 2007, products he called the most exciting in the company's history, or at least the last decade.

More exciting than a huge fat man screeching like a girl while hopping around in front of the people who are supposed to look to him for leadership? Well, we'll have to take his word for it.

Outside of standard platitudes-for-analysts about "compelling user interface experiences", and "innovating and tuning the algorithms every day", which was supposed to explain their plans for spending $2Bn in 2007, the only thing that intrigued me was another mention of their focus on enterprise search, from Microsoft COO Kevin Turner:

"Our goal is to have the best partner and customer satisfaction level for every market... It's about winning in enterprise search, taking Windows Vista on the top, SharePoint Portal, making sure there are live services, to make sure we get the market share on enterprise search..."

It seems we've heard this before, but it starts to interest me when I keep hearing it. However, to the point raised by Danny and graywolf, you do get to a point of put-up-or-shut-up.

Ballmer also covered Xbox 360, and Zune, a music player and service supposed to challenge iPod and iTunes.

Once Wall Street woke up from its collective nap, they bid the stock down 2%.

Comments

Really?

>> Once Wall Street woke up from its collective nap, they bid the stock down 2%

Really?? , are you talking about the largest monopoly in the world with big fat revenue streams (larger than google,ebay & aol combined) which are not going away any time soon :).

@Gopi

are you talking about the largest monopoly in the world with big fat revenue streams (larger than google,ebay & aol combined) which are not going away any time soon :)

no argument there. but the impression i got from reading all the reports, as well as from wall street's response, was just one of being un-thrilled and un-convinced that ballmer's claims that forthcoming product launches are going to be "the most exciting in company history" are true. more of a wait-and-see approach from the financial community.

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