Joe Wilcox

Joe Wilcox
larger market microsoft success tremendous
Microsoft had tremendous success with larger businesses, but that market has become very saturated.
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I'm sure it's not lost on Microsoft executives that the world's third largest computer company is from China. Microsoft has a problem: PC growth is highest in emerging markets like China, where software piracy rates are high. China deals could be construed as generating goodwill, which Microsoft would want to use to gain greater Chinese government cooperation fighting piracy.
apple easy improved microsoft
If Microsoft hasn't significantly improved that experience, and made it as easy as Apple has, that's going to be a big barrier.
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AOL has some great content that is broadly appealing to consumers. One thing that Microsoft lacks for MSN is a lot of good content.
microsoft needed question
There's no question that Microsoft needed to do something.
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My concern is that Microsoft has introduced too much complexity, making more difficult the arduous purchase decision process. Microsoft is right to get information out earlier, because evaluating an Office purchase will be much harder for businesses this release cycle compared to Office 2003 or XP.
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Shortages like this are one of the effects of Apple keeping announcements quiet. Many companies will begin moving product through the channel before an announcement. Sometimes you'll even see Microsoft software on store shelves before it's announced.
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It may be the technological equivalent to the shot heard 'round the world. If Massachusetts follows through with this plan, it will be a radical departure from how Microsoft and other businesses work with state governments.
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Microsoft would certainly benefit if say a Comcast or some other broadband providers with popular portals chose MSN as the default search.
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Old habits die hard. Microsoft would really need to communicate the benefits.
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It's a classic example of what Microsoft will be doing as it looks at the Web 2.0 problem. Microsoft will offer some interesting and potentially cool services, but they will be tied back to the desktop.
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Microsoft is at this juncture where it's the victim of its own success.
microsoft rules
The rules are different for Microsoft than other companies.
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It looks like Microsoft missed the major upgrade cycle from 2004 to early this year. Windows Vista would have been a much better story in 2005 than in 2006, or, realistically, 2007.