As Wall Street gets nervous about a looming recession (and only perks up when the government throws more ill-advised ways for people to spend more money on the table), and as more and more companies give cautious to negative outlooks for the future (e.g., Intel), it's worth remembering something that Frank Lara of Stockmasters writes:Well here's what should be turning investor's heads and help them not worry about selling enough iPods, iPhones, and just overall iRecessionDontNeedCrap items: Red Hat also raised its fiscal 2008 revenue outlook to between $521 million to $523 million, up from $510 million to $520 million.… Read more
I installed the new version of Microsoft Office for Mac on Saturday and spent a bit of time with it on my flight to Boston on Sunday. (Check out the official CNET review here.) While I like the cleaner interface and some of the new fonts, overall I feel like the applications are much slower. I also found out the hard way that the default save state of .docx screws you pretty much immediately if you aren't careful. (To Microsoft's credit, you can easily change this in the preferences.)
I mainly used Word as I was afraid that … Read more
Wired has a great interactive info-graphic on the path blog posts take once you hit the "go" button.You have a blog. You compose a new post. You click Publish and lean back to admire your work. Imperceptibly and all but instantaneously, your post slips into a vast and recursive network of software agents, where it is crawled, indexed, mined, scraped, republished, and propagated throughout the Web. Within minutes, if you've written about a timely and noteworthy topic, a small army of bots will get the word out to anyone remotely interested, from fellow bloggers to corporate … Read more
I loved this interview with Eben Moglen of the Software Freedom Law Center. Most people don't realize just how profoundly involved Eben is in all things free and open source. Whether it's the opening up of Microsoft protocols for Samba or representing the Linux community against pillaging from proprietary companies, Eben is there.
Despite being branded a bit of a communist, Eben is actually a true capitalist (a "copyleft capitalist" as he calls it). He understands, as the proprietary world is beginning to understand, that business depends on a commons, and not necessarily on locking up every shred of saleable value:
...[Y]ou're saying that open source is basically changing the attitudes of traditional companies?… Read more
This morning I received Jason Maynard's (Credit Suisse) note on Microsoft's outstanding financial performance. I never find it surprising when Microsoft makes its numbers. It's a well-known fact that company is great at cash management, (though innovation is a whole other story.) Over on Motley Fool there is an interesting point/counterpoint on the demise or not of the MSFT stock.
I couldn't help but think of Microsoft and its track record of "partnerships" when I read this quote from Carla Bruni, France President Nicolas Sarkozy's fiancee."I am faithful -- to myself! I am bored to death by monogamy."
I don't know about you, but I'd be feeling pretty secure in that impending marriage. :-)
And so it is with Microsoft (and increasingly Oracle). As these behemoths take on more and more of the enterprise software market, there's no easy way for them to truly partner with companies. There will always … Read more
Microsoft said on Thursday that it has released another updated test version of Windows Vista Service Pack 1.
The company said that the new version, dubbed "Windows Vista SP1 RC Refresh 2," has been released to about 15,000 beta testers. The code is not being made available publicly, Microsoft said.
The product is still on track to be finalized this quarter, Microsoft said, while offering its standard caveat. "The final release date is based on quality, so we will continue to track customer and partner feedback from the beta program before setting a final date," … Read more
While many businesspeople are worrying about a possible recession, Microsoft says it sees its part in the economy remaining strong.
In a telephone interview on Thursday, Colleen Healy, Microsoft's general manager of investor relations, said that the company booked a greater amount of future revenue than it had expected, taking in about $500 million more than planned in its "unearned revenue" column. That comes on top of the record results for the quarter that ended December 31.
"From our perspective, we are expecting IT spending to remain stable," Healy said. "Software, in particular, remains … Read more
Whatever form of capitalism it is that Microsoft is practicing, it seems to be working.
Reporting second-quarter results Thursday, the company said it earned $6.48 billion, or 50 cents per share, on revenue of $16.37 billion for the three months ended December 31.
Analysts were looking for about $16 billion in revenue and per-share earnings of 46 cents per share. That's at the high end of what Microsoft forecast back in October. Investors have also been keenly interested to hear what Microsoft has to say about its own outlook as well as its sense of the broader … Read more