[NCLUG] Microsoft's new challenger: Moore's Law

[Walter Lamia]

FWIW, I heard on NPR that HP is now bundling Corel WordPerfect and
QuattroPro in Pavillion systems, and when I was in OfficeMax today, the HP
kiosk machine does in fact show Corel products as part of the Pavillion
laptop bundles.

Sony is also supposed to be bundling Corel products in their systems.  I
have to believe that M$ must be taking this seriously, especially combined
with the backlash they are getting from the new corporate licensing scheme
they are trying to foist.

--
Best regards,
Walter Lamia   Air: PP-ASEL-IA-G  Ham: KB0YAA
<walterlamia at fortnet.org>  +1.970.229.5840   Ft. Collins, CO, USA
http://walterlamia.home.attbi.com/myresume.htm


----- Original Message -----
From: "John L. Bass" <jbass at dmsd.com>
To: <nclug at nclug.org>
Sent: Thursday, August 29, 2002 1:29 PM
Subject: Re: [NCLUG] Microsoft's new challenger: Moore's Law


> MS Office is a mature cash cow, and has been for many years. The staff
size supporting
> it can fall to match adjustments in pricing and still remain wildly
profitable. I
> would not be suprised at all if MS responds to Linux vendors bundling
OpenOffice in
> the base release, by also bundling MS Office in a Window's Professional
Release.
> Not that different than MS responding to Apple bundling Claris Works for
home systems
> a decade ago, which spawned a number of home systems being packaged with
MS Works.
>
> It's almost certain that MS will down size, and in the process a number of
engineers
> will not have the option to collect their options. As long as price to
earnings and
> their market size doesn't shrink by more than 60%, their stock will ride
out of this
> down turn with pretty much the same dynamics as the rest of the market.
There will
> be a new wave of new system sales as cash frees up during the recovery,
and we will
> start another product boom cycle. As long as MS matches staff to revenue,
it's stock
> will remain relatively stable. If MS continues to put it staff in full out
research
> and development during down turns, it will continue to meet each recovery
with new
> product offerings that both advance the state of the art and maintain the
value of
> their market holdings.
>
> John
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