Windows Vista financial impact seen as muted for Microsoft

“It’s taken five years for Microsoft Corp. to roll out a new version of its Windows operating system, so it’s understandable that Chief Executive Steve Ballmer is traveling to New York Thursday to celebrate its release by ringing the bell at the Nasdaq stock market,” John Shinal reports for MarketWatch.

Shinal reports, “But elsewhere in Manhattan, among the Wall Street analysts who cover Microsoft, the shipping of Vista to corporate customers is being greeted with a collective yawn.”

“While there is some debate among industry watchers and financial analysts about how fast corporations will switch to Vista, almost no one is predicting that its launch will have much of an impact on Microsoft’s finance, especially for the fiscal year ending in June,” Shinal reports. “Microsoft and the personal computer market that Windows dominates have changed dramatically in five years… While the most visible change is that the giant of Redmond, Wash., is no longer run by co-founder Bill Gates, no one on Wall Street doubts the abilities of Ballmer, who has been CEO since 2000.”

“Four out of every 10 dollars of Microsoft’s sales now come from products other than Windows and Office,” Shinal reports. “So it’s understandable that no one is expecting Vista to have anywhere near the impact of the release of Windows 95, the revolutionary product that gave users of Microsoft’s operating system the look and feel that previously had been the exclusive pleasure of users of Apple Computer Inc.’s Macintosh PCs.”

Full article here.

“Apple Computer has released fresh iterations of its OS X operating system on a regular basis, leaping ahead of Windows in security and usability by making regular, incremental improvements,” Brian Caulfield reports for Red Herring. “Meanwhile, Microsoft struggled to lash a fresh batch of innovation together with the massive amount of software and hardware the Windows operating system has to orchestrate. Windows was already so sprawling that Sun Chairman Scott McNealy once referred to Windows as a ‘welded shut hairball.’ ‘It’s being driven by the inability of debugging and development efforts to scale up,’ said Linux advocate Eric Raymond of Vista’s many delays. ‘In other words, Vista is too big to work.'”

“Microsoft’s position atop the PC world makes it a very different company from Apple,” Caulfield reports. “However. Apple’s tight integration of hardware and software means it can move more quickly, and secretively, than Microsoft.”

“Nevertheless, Microsoft will have to find a way to move quicker. Look for the company to introduce a new version of Windows within two years that incorporates small, incremental improvements,” Caulfield reports.

Full article here.

MacDailyNews Take: If no one on Wall Street doubts the abilities of Ballmer, then everyone on Wall Street is an idiot. It’s plain to see that Ballmer is presiding over the fall of Microsoft. May he stay as CEO forever! Obviously, nothing has changed on the Windows front. Windows remains a grotesque, upside-down and backwards, fake Mac produced by a tasteless, derivative, ethically-challenged company.

Related articles:
Microsoft Windows Vista developers used Apple Macs for inspiration – November 27, 2006
Microsoft’s Windows Vista is basically Microsoft’s version of Mac OS 9.3 – October 11, 2006
Microsoft Windows Vista: If you can’t innovate… try to impersonate Apple’s Mac OS X – August 10, 2006
Ballmer: I’m Microsoft’s ‘primary champion of innovation’ – July 27, 2006
Microsoft botches another copy job: Windows Vista Flip3D vs. Apple Mac OS X Exposé – June 26, 2006
Windows Vista rips-off Mac OS X at great hardware cost (and Apple gains in the end) – June 13, 2006
Computerworld: Microsoft Windows Vista a distant second-best to Apple Mac OS X – June 02, 2006
Thurrott: Microsoft going to get eaten alive over Windows Vista’s resemblance to Apple’s Mac OS X – March 09, 2006
NY Times’ Pogue on Gates’ CES demo: Most of Vista features unadulterated ripoffs from Apple Mac OS X – January 05, 2006
Analyst: Windows Vista may still impress many consumers because they have not seen Apple’s Mac OS X – January 05, 2006
Apple’s talent and innovation vs. Microsoft’s hype – October 25, 2005
Microsoft’s Windows Vista strives to deliver what Apple’s Mac OS X already offers – October 10, 2005
Thurrott: many of Windows Vista’s upcoming features appeared first in Apple’s Mac OS X – September 26, 2005
Microsoft’s Ballmer: It’s true, some of Windows Vista’s features are ‘kissing cousins’ to Mac OS X – September 18, 2005
PC World: Microsoft innovation – an oxymoron – September 14, 2005
eWEEK Editor Coursey: Longhorn so far ‘looks shockingly like a Macintosh’ – April 25, 2005
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Apple CEO Steve Jobs on Microsoft’s Longhorn: ‘They are shamelessly copying us’ – April 21, 2005
Microsoft’s Windows Longhorn will bear more than just a passing resemblance to Apple’s Mac OS X – April 15, 2005
Steve Jobs: Microsoft copied original Apple Mac with Windows 95, now they’re copying us again – February 08, 2005
Novell CEO: ‘Microsoft sucked $60 billion out of IT industry that could have used for innovation’ – September 13, 2004
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PC Magazine: Microsoft ‘Longhorn’ preview shows ‘an Apple look’ – May 06, 2004
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37 Comments

  1. The news here in South Florida shoed Vista at 6pm. It didn’t look bad at all. It will make a lot of money for M$, but they are right– it’s not the same as when Win95 came out, or even XP. Apple still has much room to grow share, especially if Leopard makes Vista look bad.

  2. Okay, I just found something that totally has me annoyed. ” rel=”nofollow”>here’s a closer look at the ripped off- yet the “somehow-they-didnt-get-it-right––STILL” look to it. Poor attempt to copy with the reflections, gradients, and 3D charts (or whatever that thing is). Disgraceful.

  3. I was kinda shocked by the release today … then I figured someone at MSFT must be a realist and convinced the PTB that Vista was never going to get any better than it is right now, so why wait any longer? Why try to fix any more bugs? Why worry about pulling more “features” that simply don’t work?

    Just release it and end the agony.

  4. I’m no expert, but what can vista do for a business that 2000 or XP cannot?
    Apple has been more about users, Microsoft has always been about businesses.
    Isn’t microsft just aping the consumer oriented features found on Apple?

  5. “So it’s understandable that no one is expecting Vista to have anywhere near the impact of the release of Windows 95, the revolutionary product that gave users of Microsoft’s operating system the look and feel that previously had been the exclusive pleasure of users of Apple Computer Inc.’s Macintosh PCs.”

    That’s a contracidction. How is it revolutionary if it previously has been around? 😀

  6. What cracks me up is when people like Grammar Police make posts like that. They post to make themselves feel superior but then are stupid enough to post their REAL EMAIL.

    Wow, hard to hide online when your email is jecrawford@mac.com Mr/Ms Grammer Police.

    Not only is Grammer Police the online equavilent of a junior high hall monitor, but is also a total putz!

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