Microsoft: We have met the enemy!
Posted on September 25, 2007
Big companies like Microsoft sometimes thrust their bumbling incompetence right into plain sight. This week is a good example. The success of Halo 3 is juxtaposed with a $500M flyer on Facebook, more price reductions on Zune (Zune?), and a program to allow corporate customers to downgrade their new computers from Vista back to XP.
There are a number of things Microsoft has launched that we’ve been pleased with and even the potential of some of their server-side technologies is interesting. However for every one of the good things there seems to be a equal or greater utter failure that offsets potential gains.
We’ve researched Microsoft for some time and it is a cheap stock with great cash flow and so on. However the management team needs a major reset of strategy and some discipline to make the stock interesting.
Back at IBM in the late 80’s and early 90’s the administration and red tape at the company made it almost impossible for some customers to do business with the company. During these times those of us in sales trying to make our numbers would end the meeting with: "We have met the enemy!" and adjourned to our local watering hole.
IBM sales were a disaster for a few years until they figured it out and made their wildly successful thrust into the services business.
– Kris Tuttle
Tags: Microsoft
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