Sources: Digitimes, Reuters, Bloomberg
quote: If we simply divide revenues by PCs sold we get about $55 Windows revenues per PC and $68 of Office revenues per PC sold. The total income for Microsoft per PC sold is therefore about $123. If we divide operating income by PCs as well we get $35 per Windows license and $43 per Office license. That’s a total of $78 of operating profit per PC.Now let’s think about a post-PC future exemplified by the iPad. Apple sells the iPad with a nearly 33% margin but at a higher average price than Microsoft’s software bundle. Apple gives away the software (and apps are very cheap) but it still gains $195 in operating profit per iPad sold.Fine, you say, but Microsoft make up for it in volume. Well, that’s a problem. The tablet volumes are expanding very quickly and are on track to overtake traditional PCs while traditional PCs are likely to be disrupted and decline.So Microsoft faces a dilemma. Their business model of expensive software on cheap hardware is not sustainable. The future is nearly free software integrated into moderately priced hardware.
quote: Ballmer has to go for Microsoft to stand a chance
quote: Yeah, the guy who was bold enough to break decades old stale desktop interface and desktop business model, who oversaw creation of two greatest MS products to date, WinPhone 8 and Surface, who started to pull kicking and screaming WinOldFags from stale desktop and into the new mobile era of Metro everywhere, this MS revolutionary has to go now? Is it what they call iLogic? MS investors are 100% sure Ballmer and Sinofsky are the only possible MS saviors at the moment, so sorry Tony, but ya Macolytes have to shut the yapper and watch MS waking up. You're welcome to scream in terror, yeah, but don't try to hide your real reasons why you want to see Ballmer and Sinofsky go. We all can see through your deception Tony :P No need to hide it man :)))
quote: WinPhone 8 and Surface
quote: it was kind of odd that at the Surface event there was not a single demo of any software actually working on a surface device?
quote: entering markets already full of strong competing products
quote: WinRT and Netflix were demoed for ARM and Lightroom was demoed on x86, everyone besides a few blind Macolytes like you saw that.