MacDailyNews - Where Mac news comes first

Oct 23, 09 - 11:20 am Comment from: Macintosher

All praise be to Ballmer! Go on buddy, carry on throwing chairs instead of doing something... It's unsurprising anyway.

Oct 23, 09 - 11:20 am Comment from: zmarc

Wow, their revenue is perilously close to Apple's non-GAAP revenue! Just think what will happen once Apple adopts the new accounting rules!

the tipping point is coming.......

Oct 23, 09 - 11:21 am Comment from: HolyMackerel

Yet MS' share price is UP 7.17%, Wall Street must have expected a larger fall or else it just doesn't make sense…

Oct 23, 09 - 11:22 am Comment from: theloniousMac

Tell the truth MDN, you're an ex MS employee aren't you?

Oct 23, 09 - 11:24 am Comment from: HolyMackerel

"Revenue for its Windows unit, Microsoft's largest division, was still down 39% from last year"

Their 90% market-share mustn't mean actual sales - there must be a LOT of piracy, even on new PCs…

It's a rounding error!

MW: Income. Eerie.

Oct 23, 09 - 11:24 am Comment from: January 24, 1984

MSFT shares are up. More potential shorting gain.

Get in the pool.

You forgot "beleaguered".

Oct 23, 09 - 11:29 am Comment from: Gregg Thurman

"Yet MS' share price is UP 7.17%,"

Investors buy the future, not the past. Trailing earnings are the base/foundation from where future expectations are measured.

MSFT gave positive guidance for the DEC quarter based on revenue expectations derived from the Win7 launch.

Oct 23, 09 - 11:33 am Comment from: finelineBob

MS is a software company. It's sales depend to a large extent on hardware sales.

So, in you're MS-bashing takes, don't forget to trash the hardware companies, too.

... just to be fair ....

Watch for the turd floating down the river out to sea. Its Windows 7

Oct 23, 09 - 11:40 am Comment from: Follower

"Declined, decreased, fell, reduced, down, weakened, and battered."

Funny, that's how I order my hash browns at Waffle House, too.

Oct 23, 09 - 11:41 am Comment from: Gregg Thurman

"MS is a software company. It's sales depend to a large extent on hardware sales.

So, in you're MS-bashing takes, don't forget to trash the hardware companies, too.

... just to be fair ...."

That would explain why Apple's hardware sales are up. Oh, but wait, Apple is a software company, that sells EXPENSIVE hardware.

The dead parrot sketch never loses its edge does it and here it is in all its glory with Stevie Ballmer doing his wonderful John Cleese impression. One presumes that the amazing plumage of a windows 7 launch was planned to hide these little details away but that didn't quite sqwark loud enough either did it. Cue geeky PC monkeyboys detailing how wonderful that there's a little life left afterall, as its health wasn't quite as sickly as expected. I can see them now spinning the parrot on its perch to feign life. Comedians one and all.

Oct 23, 09 - 11:46 am Comment from: HughB

The key is they beat expectations, most investors have expected very few Vista sales with Win7 on the horizon. It seems likely to me at least that there will be huge Win7 upgrade sales this quarter and thus the stock is a good buy.
Many of those 90% have been longing for W7, and there are quite a few Mac users who will also buy W7. Most fellow Mac users I know have XP as well. I know I am going to upgrade for sure on all three of my Macs. And I bought a few MS shares yesterday so for me it is Win Win(7?)

"Tell the truth MDN, you're an ex MS employee aren't you?"

Yes thelonius, Bill. Bill Gates...

This explains why the Microsoft Astroturf Brigade is out in full force on nearly every online message board you can find. They know they have to make Windows Vista 7 into something at least vaguely resembling "success".

I love how they keep using the "broad economic weakness" excuse, at the exact same time Apple is having record quarters.

That's like saying your garage sale was a failure because of cloudy weather, while during the exact same time someone else on your block had a hugely successful garage sale - might want to consider something other than "cloudy weather" as your excuse.

"And I bought a few MS shares yesterday so for me it is Win Win(7?)"

Misguided.

Oct 23, 09 - 11:51 am Comment from: Mr. Reeee

"Microsoft revenue down 14%, profit plummets 18%"

Be still, my heart!

Oct 23, 09 - 11:53 am Comment from: Mr. Reeee

@MDN...

You forgot perhaps...


BELEAGUERED?

Oct 23, 09 - 11:57 am Comment from: Mel Gross

Honestly guys, this isn't going to last.

MS should rename System 7 Norwegian Blue, with the slogan "It's just resting."

"He's not dead! He's probably pining for the... there! Look... he moved"

Mel Gross - Honestly guys, this isn't going to last.

Of course not. Now that Windows 7 is officially out there's no reason to wait to upgrade that old PC or buy a new one. All the pent up and delayed sales will make Q4 look really good.

The Netbook upgrades alone will mean a lot to M$.

Oct 23, 09 - 12:15 pm Comment from: finelineBob

Nag, it's pining for the fjords ... oops, that's Linux. =-)

Oct 23, 09 - 12:40 pm Comment from: Chas

It wouldn't go "voom" even if you put 4 million volts through it!

=:~)

Oct 23, 09 - 12:44 pm Comment from: DLMeyer

Sales of cheap hardware have not declined - at least, not a whole lot - and those systems still need an OS, yes? Is Linux on the desktop exploding? Haven't seen THAT headline in the news.
Apparently, either the profit on XP is much lower than that on Vista or a whole lot of extra people have gone over to the pirate realm. Any thoughts?

Oct 23, 09 - 01:11 pm Comment from: Zune Tang®

I'll remind you MAC sheep that these results don't reflect Microsoft's retail stores which were opened only yesterday and will be included in this current quarter's results. I expect MSFT to blow the street away when you factor in their new retail presence and bright future products like Surface table technology and Windows Mobile 7. Windows 7 touch screen computers are already giving Cupertino fits. Buh-bye MAC.

Your potential. Our passion.™

mdn, do your homework.
microsoft deferred revenue for windows this quarter (becuase of the windows 7 start they stopped booking windows revenue a few weeks ago). including deferred revenue profits and revenue are only down 5% yoy. that is still not good but better than most expected, i guess.

Oct 23, 09 - 02:38 pm Comment from: alansky

What? You mean Zune sales aren't shooting Microsoft profits through the roof? I'm devastated!

Oh, I hope Ballmer stays long enough to take Microschitz completely down the tubes.

With Apple getting very tough with their patents, Microschitz won't have as many things to copy, therefore hastening its demise.

Oct 23, 09 - 02:45 pm Comment from: Big Al

@ Sarasota,

They paid $300 to $400 for that net book 6 to 8 months ago.

I can see them spending $150 to upgrade the OS.

Oh, you were being sarcastic.

Oct 23, 09 - 03:05 pm Comment from: DogGone

The important number is earnings. That dropped by 0.8B. They still make a huge profit on their revenue but it is dropping significantly. In a few more years they will down to 1B profit per quarter or less. It would be great to see them post a loss in the near future.

MS better invest a lot more in the Mac Business Unit just to hedge their bets. They owe at least that much to their shareholders.

Ralph, the point is that yoy revenue for Apple was up, M$ was down.
Deferred schmerred.

Oct 23, 09 - 04:05 pm Comment from: jimhoyt

It appears that even Microsoft isn't immune from the Windows Tax.

Oct 23, 09 - 09:38 pm Comment from: Boyarsky

You said:
MacDailyNews Take: Declined, decreased, fell, reduced, down, weakened, and battered. Any questions?

To me you could have summed it up in a single word...

That word bandied about buy pundits from 1996 thru.. well till about last year..

Sounds like BELEAGUERED to me....

Just an observation from North Pole on a Friday night. I have honestly been enjoying watching Microsoft circling a slowly draining, mostly clogged bowl these last 3 years or so...

Oct 23, 09 - 10:12 pm Comment from: NikonFox

Weakened demand for vista?? If I was stupid and wanted an ms os, why would I buy vista with msw7 ??
The slump is because people have started to stop buying pos pc and moved to mac

Any questions? One. How is this Mac news?

@ralph from Berlin

Apple revenue is starting to catch MSFT. I NEVER thought it would be remotely possible. Granted much of it has to do with the iPhone (aka OS X mobile version)

All this talk about the recession... and people are buying supposedly not buying... right? nope... They ARE buying (albeit not the smartest move for anyone with debt) more expensive stuff because of QUALITY... Macs/iPods/iPhones.

Look, i refuse to buy an iPhone until it is released on MY carrier. But i dont condemn Apple... They know how to make $. Hopefully this exclusive AT&T;deal will stop....

Btw Ralph, been to your city... bunch of nice new buildings... Great transportation system.

also... I am NOT a fanboy.... i run Windows on my Mac... because frankly i have no choice. but hey, its no hate on MSFT... i still prefer my OS X...

I await the next market crash.... one in which even AAPL is not immune... tho as a company they will fare best among tech as they are no longer only a PC hardware/software maker, but a media device producer.

Oct 24, 09 - 05:27 am Comment from: almux

Doomed!... They are, for human's sake!

Oct 24, 09 - 12:03 pm Comment from: ditchdoc68

@MDN
"Window 7" is nothing more than lipstick on the Vista pig."
I take objection to that statement. The pigs name is Windoze. Vista and Window 7 are just the shades of lipstick.

Oct 24, 09 - 10:15 pm Comment from: derekcurrie

YES!

Sorry kids, but for me: It's a lot more fun reading about the facts about Microsoft circling down the drain than it is to read the latest hair-brained rumor about the mythical iTablet.

The vultures are circling...

Oct 24, 09 - 10:18 pm Comment from: derekcurrie

YES!

Sorry kids, but reading the facts about Microsoft circling down the drain is a lot more fun than reading the latest hair-brained rumor about a mythical iTablet.

And to cry-baby trolls: Turn about doom-mongering is fair play.

The vultures are circling...