Is Microsoft dead in the water?
According to John Dvorak it is. Dvorak has been around forever (or at least since the good ole DOS days) and it seems that his picture never changes with time like Dorian Gray. But I’m sure he’s just knowledgeable today as he was then, so when he speaks I listen:
For the past year or so, this is what I’ve been telling people in private. Now that there appears to be some sputtering by both the stock and by those who defend Microsoft I think it might be high time to explain my position.
Let me preface by saying that Microsoft is not about to stop making gobs of money. It’s just that there is virtually nothing interesting or exciting happening (with the lone exception of the X-Box360) with anything the company is doing.
To make matters worse none of the upcoming upgrades to the operating system or Microsoft Office appear to have any ‘must-have” qualities needed to boost sales in a meaningful way.
Wait… it gets even better:
Compare what is going on at Microsoft to Apple. And now Apple is piling on with new TV commercials ridiculing all the viruses and security issues you buy when you buy a Windows-based PC. Microsoft advertising ironically highlights dinosaurs.
Looks good on Bill. You can read the rest of Dvorak’s synopsis @ Market Watch.