MSFT Plays Down Sales Life from Vista


C

Chad Harris

February 16, 2007
Microsoft Plays Down a Sales Lift From Vista
By JOHN MARKOFF

http://www.nytimes.com/2007/02/16/business/16soft.html?_r=1&oref=slogin&pagewanted=print


SAN FRANCISCO, Feb. 15 - Wall Street analysts are being too optimistic about
sales of Windows Vista, Steven A. Ballmer, Microsoft's chief executive, told
financial analysts in New York on Thursday.

Vista, the latest version of the Windows operating system, was released to
corporate customers late last year and to retail customers last month.
Analysts have said industry growth was slowed by repeated delays in Vista's
introduction.

But Mr. Ballmer suggested that Vista's release would generate only a "small
surge" in PC sales. He said forecasts for sales in the fiscal year beginning
in July were too high, noting that the analysts' spreadsheet models called
for strong growth in Vista sales, while at the same time predicting slower
growth for the rest of the personal computer industry.

"These things are out of whack," he said at an analyst conference that was
broadcast on the Internet. "If Vista is growing, there should be a lot of
people participating," he said, referring to other companies in the PC
industry.

Mr. Ballmer suggested that PC industry growth would not reach the 12 to 15
percent annual rates that some analysts have been predicting.

Mr. Ballmer's comments also suggest that customers will not rush to upgrade
existing machines to the new software, which is reported to be both
memory-hungry and less compatible with existing software and hardware than
Microsoft had indicated.

At the same time, Mr. Ballmer said he was optimistic about the role that the
new Windows software would play in the company's profit growth, in the long
run. He listed Windows as the company's leading growth business in a list of
nine that could potentially create more than a half-billion dollars in
profit growth during the next three years.

Mr. Ballmer spoke after the stock market closed. Microsoft stock fell about
1.7 percent in after-hours trading, to $28.95.

During his hourlong presentation, Mr. Ballmer reiterated that the company's
business strategy called for patience and persistence, even in businesses
where the company does not find success over a long period of time. He noted
that for the first 13 years after the company began selling corporate server
software in 1989, it was told that its products were not reliable enough for
that market.

He acknowledged that Microsoft was trailing both Google and Yahoo in the Web
portal and search markets, which are supported by online advertising, and
said the company was unhappy being in a trailing position.

"We need a strong services platform," he said, pointing to the
infrastructure the company is now building under its Live brand in a
development effort being led by its chief technology officer, Ray Ozzie.
 
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Synapse Syndrome

Chad Harris said:
February 16, 2007
Microsoft Plays Down a Sales Lift From Vista
By JOHN MARKOFF

http://www.nytimes.com/2007/02/16/business/16soft.html?_r=1&oref=slogin&pagewanted=print


SAN FRANCISCO, Feb. 15 - Wall Street analysts are being too optimistic
about sales of Windows Vista, Steven A. Ballmer, Microsoft's chief
executive, told financial analysts in New York on Thursday.

Vista, the latest version of the Windows operating system, was released to
corporate customers late last year and to retail customers last month.
Analysts have said industry growth was slowed by repeated delays in
Vista's introduction.

But Mr. Ballmer suggested that Vista's release would generate only a
"small surge" in PC sales. He said forecasts for sales in the fiscal year
beginning in July were too high, noting that the analysts' spreadsheet
models called for strong growth in Vista sales, while at the same time
predicting slower growth for the rest of the personal computer industry.

"These things are out of whack," he said at an analyst conference that was
broadcast on the Internet. "If Vista is growing, there should be a lot of
people participating," he said, referring to other companies in the PC
industry.

Mr. Ballmer suggested that PC industry growth would not reach the 12 to 15
percent annual rates that some analysts have been predicting.

Mr. Ballmer's comments also suggest that customers will not rush to
upgrade existing machines to the new software, which is reported to be
both memory-hungry and less compatible with existing software and hardware
than Microsoft had indicated.

At the same time, Mr. Ballmer said he was optimistic about the role that
the new Windows software would play in the company's profit growth, in the
long run. He listed Windows as the company's leading growth business in a
list of nine that could potentially create more than a half-billion
dollars in profit growth during the next three years.

Mr. Ballmer spoke after the stock market closed. Microsoft stock fell
about 1.7 percent in after-hours trading, to $28.95.

During his hourlong presentation, Mr. Ballmer reiterated that the
company's business strategy called for patience and persistence, even in
businesses where the company does not find success over a long period of
time. He noted that for the first 13 years after the company began selling
corporate server software in 1989, it was told that its products were not
reliable enough for that market.

He acknowledged that Microsoft was trailing both Google and Yahoo in the
Web portal and search markets, which are supported by online advertising,
and said the company was unhappy being in a trailing position.

"We need a strong services platform," he said, pointing to the
infrastructure the company is now building under its Live brand in a
development effort being led by its chief technology officer, Ray Ozzie.


Wacko that he is, even Steve Ballmer knows that Vista has turned out to be a
bit of a disappointment. So even Microsoft are too ashamed to blow their
trumpets. Only a few besotted morons here think its so great. I hope they
at least try to sort the bugs out as soon as possible, otherwise this will
be seen as much worse than WinME, as it is their flagship OS.

ss.
 
C

Chad Harris

I always value your posts, but I think Vista is a quantum leap or paradigm
shift more stable and advanced than the Win ME bad experiment of mixing 16
bit and 32 bit code with a bad kernel and prodigious memory leaks. They
had Win XP and SP's to Win 2K to correct a lot of problems since Win ME and
many of them didn't show in XP and the later SP's of Win 2K. I do continue
to find a lot of minor bugs in Vista and read about some of them on the
groups. Most though, I think could be fixed if they want to.

CH
 
R

Rich

everything in this thread dumped in the drivel bucket.

notice that you two morons are happily and obliviouslly chatting amongst
your bespotted selves?


making up stuff and believing it 'eh?


Rich
 
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Synapse Syndrome

Rich said:
everything in this thread dumped in the drivel bucket.

notice that you two morons are happily and obliviouslly chatting amongst
your bespotted selves?


making up stuff and believing it 'eh?

Seems like you must be one of the before mentioned morons. I was starting
to miss Troy McClure, but another dumbass like you will do nicely.

ss.
 

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