Well, M$’s annual report makes interesting reading…
|What M$ said||What M$ didn’t say.|
|“The Windows & Windows Live Division revenue declined 13% for the fourth quarter and 3% for the full year.”||Not good for a monopoly like us.|
|“Windows 7 adoption continued with more than 50% of worldwide enterprise desktops now running Windows 7.”||Many of our business users are still running XP.|
|“Adjusting for the impact of the Windows Upgrade Offer, Windows Division non-GAAP revenue declined 1% for the fourth quarter and 1% for the full year.”||We are having a fire-sale on future releases in order to stay relevant.|
|“Office is now installed on more than 1 billion PCs around the world.”||That leaves 500 million x86 PCs, GNU/Linux PCs and more ARMed machines not running our office suite.|
|“Our enterprise business is firing on all cylinders”||but we are going nowhere on small cheap computers the consumers are buying.|
So, it’s just barely full disclosure. I would say their latest fiscal year pretty well defines M$ having peaked. All their business except search and gaming is tied to that other OS which is stalled. It has nowhere to go but down because consumers don’t see a use for it. They just want small cheap computers with which to play. It has nowhere to go but down with businesses and governments because none of them are migrating to that other OS. They are migrating away from it. Many new businesses just skip the lock-in altogether and use FLOSS or MacOS. They call it “greenfield”. I call it putting M$ out to pasture.
The only bright spot for M$ in the report is that inertia still keeps some products rolling uphill. If businesses keep expanding but M$’s OS does not keep up, sooner or later there will be less demand for M$’s office suite and server. Shortly, that other OS seen as just the cost of doing business will be seen for what it is, a tax on business.
see M$’s Annual Report