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To: CalculatedRisk who wrote (79030)2/15/2007 9:53:15 PM
From: TH  Respond to of 110194
 
CR,

"The thing people forget is a new Windows release is a chance to sustain the revenue we have".

About a decade ago the CEO of the company I worked for was fired. He was replaced by the head of R&D, and this guy would soon prove the Peter Principle in spades. This guy came to the annual meeting and presented his ZERO GROWTH strategy, which sounds quite a bit like what Ballmer is saying in the quote above. The owner of the company (who I never met or saw in 7 years with the company, and this was pretty close to a billion dollar venture) replaced him as CEO after all of three months.

GT
TH



To: CalculatedRisk who wrote (79030)2/16/2007 12:57:15 AM
From: Broward Horne  Respond to of 110194
 
Microsoft's issues are predictable. Each new industrial cycle introduces high-profit margin products for markets which are eventually saturated.

In other words, information has a finite cost and a finite price. The greatest anomaly of this cycle is the astounding rate-of-change in information manipulation but it still looks a lot like previous cycles.

realmeme.com