Thursday, March 14, 2013

Microsoft, When Will Investors Lose Confidence?

I remember watching IBM in the early 1990's. I worked for a research group that had an IBM contract on which I was the lead developer. It was kind of eerie to watch. IBM was rotten to the core, but they had so much momentum, it took literally years before the stock market finally gave up on them. In the end, IBM nearly died and certainly became a significantly different company.

Watching Microsoft today, has the same flavor. For the past few years, it has been clear that they are rotten to the core, and I cannot help but wonder when the stock market will wake up to the fact.


Look at the breadth of bad news about Microsoft in just the last few days. The list below is hardly exhaustive. Many of these articles are by fans of Windows.

In my mind, I have a picture of an elephant, perched on a wind vane, high on a roof. The elephant is beginning  to wobble....

Is Samsung Stringing Microsoft Along on Windows Phone 8? - John Paczkowski - Mobile - AllThingsD

Fixing Windows 8: Advice for Users and for Microsoft | Windows 8 content from Paul Thurrott's SuperSite for Windows

Editorial: Microsoft is singing the right tune with some wrong notes

Microsoft Hotmail, Outlook problems crop up. Again. — Tech News and Analysis

An Unflattering Comparison for Microsoft Surface (MSFT)

Former Microsoft Analyst Wants to Disrupt MS Excel, Project - Forbes

Android on Intel now supports UEFI, can dual-boot with Windows 8 - Liliputing

Will 90 percent of users always hate Windows 8? | ZDNet

It’s Time to Bring Back NT | Windows 8 content from Paul Thurrott's SuperSite for Windows

StreetInsider.com - MKM Lowers Numbers on Microsoft (MSFT) on Weak Windows 8 Ramp; Surface Sales Estimates Cut

Google looks to beat Microsoft to the OS consolidation punch | ZDNet

IDC: Android, iOS benefit from tablet sales surge -- but not Windows 8 - Network World

PCs learn new tricks, but can tablet/notebook hybrids rescue Windows 8? | Page 4 | ZDNet

IDC projects Android tablets will pass Apple's iPad this year, sees little good news for Microsoft

Microsoft blames Outlook, Hotmail outage on overheated servers, apologizes | PCWorld

Another Chromebook Debuts; End of Windows Era Nearing? - Atlanta Black Star

Microsoft’s Surface Tablet Is Said to Fall Short of Predictions - Bloomberg

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