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Old 9th December 2011, 05:01 AM
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Expert explains why Windows is dying

http://ca.finance.yahoo.com/news/rog...000126759.html

Earlier this year, investor Roger McNamee of Elevation Partners told CNBC that Microsoft's Windows was a dying business.
Today, he offered some more details why.
In a presentation about his investment philosophy, McNamee hypothesizes that Windows no longer offers a measurable return on investment to enterprises, who will eventually allocate their spending to other products.
As evidence he offers:
  • Developers are hardly creating new Windows apps at all, but are focused on the web, Apple operating systems, and open source platforms.
  • Microsoft requires a subscription to get the most advanced Enterprise edition of Windows, which he calls a "tax."
  • Eliminating a Windows desktop saves $1,000 in support costs per year.
  • The explosion of mobile platforms, particularly iOS and Android, means that Windows will account for less than 50% of all Internet-connected devices in 2011.
McNamee thinks the reallocation of tech spending will happen over the next five years, and gives this prediction a "very high" confidence rating.
As bearish as he is on Windows, McNamee does not think Microsoft is going to go out of business because of its Windows decline. Instead, he thinks Microsoft can leverage its Exchange "monopoly" (his words, not ours) to grow profits for the next five years.
He also says the Skype deal "may be brilliant" because it let Microsoft get a global telecom company for only $8 billion.
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Old 9th December 2011, 05:19 AM
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Re: Expert explains why Windows is dying

Old habits die hard, windows decline may happen but i think it is a long slow fall, and who knows, they may pull a rabbit out of the hat with some new innovations. This 'investment banker' is perhaps hedging his bets on Apple or their technology supply line companies; some say that perhaps Apples best days are behind them as well but I wouldn't necessarily count them out either with their ability to innovate.

Last edited by bwhhisc; 9th December 2011 at 05:23 AM..
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Old 9th December 2011, 06:12 AM
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Re: Expert explains why Windows is dying

They still have a chance with win8, but it's probably their last chance. Yes it will take some time for the legacy equipment to become outdated, but once the renewal time comes around people will jump to the latest and the greatest and what ever saves them money in the long run even if they initially can afford it.

http://informationweek.com/news/mobi...ones/232300120
Quote:
In Windows 8, Microsoft is following the trail blazed by Apple, a path that leads away from freedom and toward convenience and ostensible security. "We have seen the future of the PC and it looks a lot like a smartphone," said IDC program director of applications development software Al Hilwa in an e-mail.
By the way, Billy G is in the nuclear business now, it's not about billions no more, it's about trillions.
http://oilprice.com/Alternative-Ener...-in-China.html

Last edited by DktoInc; 9th December 2011 at 06:21 AM..
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Old 9th December 2011, 11:08 AM
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Re: Expert explains why Windows is dying

The next IBM.
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