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Re: Microsoft needs a help strategy


From: amicus_curious
Subject: Re: Microsoft needs a help strategy
Date: Sat, 24 Jan 2009 17:32:34 -0500


"Robert Heller" <heller@deepsoft.com> wrote in message news:0KidnX6Y8YWJDObUnZ2dnUVZ_rfinZ2d@posted.localnet...
At Sat, 24 Jan 2009 16:26:44 -0500 Rjack <user@example.net> wrote:


Robert Heller wrote:
> At Sat, 24 Jan 2009 11:56:25 -0500 "amicus_curious" <ACDC@sti.net> > wrote:

> Microsoft is already hurting and is probably facing long term problems
> (with or without the JOD or FTC enforcement).

The World is littered with pundits and experts (especially free
software advocates) who have predicted Microsoft's demise for the
last fifteen years. This year 2009 and Microsoft still has 90%
market share of operating systems.


"... The Microsoft Corporation, as some of you know, has a market
capitalization of several hundred billion dollars, and possesses
fifty billion dollars in cash at the moment. It is the single most
profitable monopoly in the history of the world. I am deeply
grateful to Mr. Mundie for his accurate assessment of the current
state of affairs between his organization and mine.

So why does he think that we're doing something important to him?
There is naturally a certain degree of partisan chagrin in what he's
saying. We're not destroying the global software industry, *we're
destroying the monopoly*, which has been exercised for quite some
while now by his employer, despite the best efforts (the temporary
best efforts) of the United States government, the European Union,
and a number of well-funded commercial competitors who have
uniformly failed." --  Freeing the Mind :
Free Software and the Death of Proprietary Culture
Eben Moglen* June 29, 2003

So much for "destroying the monopoly". Could it be the "open source
services" business model is broken?

Not if you look at RedHat stock prices vs. Sun's:

http://ostatic.com/blog/how-can-red-hat-be-worth-more-than-sun

RedHat is doing *something* right...

Or investors are doing something wrong. Sun's woes are the result of not effectively coping with the RISC vs CISC issues in the hardware arena. Sun was done in by Intel, not Red Hat. Red Hat and Linux itself prosper, to the extent that you can call it prosperity, from the shift of specialized Unix to PC/i386 architecture Unix, i.e. Linux. A lot of money went out of the system with this change and the Unix pros are certainly hurting the most. Meanwhile, the market share of Windows in the server space grows each year.


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