Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Tom Kearney who wrote (18613)	10/23/2003 7:07:35 PM
From: Lizzie Tudor	Respond to of 57684

no, they met their numbers using deferred revenue and some investment income. The deferred revs took a hit. Microsoft said Enterprise License Renewal under expectataions resulting in a draw down of unearned revenue. Enterprise customers are not renewing their microsoft corporate licenses. Longhorn won't be ready for 4 years so why renew! (somebody asked this.) I think the combination of Linux in the US, and offshoring IT which also results in heavy Linux usage offshore is really hurting msft. I knew they were going to take a hit from Linux, but I didn't think it would start so soon.