It would be really ordsprog

It would be really nice to see Microsoft turn around a patch in between 60 and 90 days. Considering the size of the company and the way some of these Internet-facing software [apps] are complicated, the 90-day window isn't that bad. But when it creeps up to three and four months, it becomes unacceptable,

We do suspect that Microsoft will still release an early patch given the imminent danger to its customers from this flaw. As stated by the company about two years ago, patches can be released within two days if needed. Based on prior public commitments, we do suspect that Microsoft will issue the patch early once they are convinced that customers require the use of Internet Explorer in production environments.

Johannes Ullrich

[Benioff called Microsoft a failure in CRM software, the market where the company competes with Salesforce. Microsoft's product] requires every piece of Microsoft software there is ... I just think those days are over.

Software as a service is something Microsoft wanted to pretend wasn't ever going to happen. The problem they have is that customers want it. Now more and more of the Microsoft franchise is being encroached upon, and not by a bunch of pimply kids like it was in the early Internet days, but by a company with a $100 billion market cap.

Bruce Richardson

The interesting thing is that in spite of the size of Microsoft -- they're a huge, well run software company -- you can't compete with the mass of people on the Web.

Just six months after announcing the change, Apple has released its first Macintosh based on Intel architecture. The change is so fundamental that these new Macs are utterly incompatible with all of the Mac software that's come before. But Apple has done a great job hiding that from the user. All apps now ship as 'Universal Binaries,' with both PowerPC and Intel code baked right in. Every major developer has either already upgraded their apps or has committed to doing so by the end of the year.

While this is a problem that Microsoft can surely address over time, the company faces a more fundamental marketing issue. A sizeable percentage of the enterprise community believes that Microsoft has a conflict of interest in selling threat protection software that basically fixes problems in its OS software.

Andrew Braunberg

We actually recognize and kill the exploits as they come in. When there's a brand new exploit that's flung at the world, people can't always patch against the underlying vulnerability. Sometimes there is no patch, sometimes you can't patch just because Microsoft wants you to.

Echoing my earlier comments about Windows Vista being a train wreck, Microsoft group vice president Jim Allchin walked into chairman Bill Gates' office in July 2004 and told him that the software project was horribly behind schedule and would never get caught up. 'It's not going to work,' he said, according to a report in The Wall Street Journal. The problem was that Vista was too complicated, and Microsoft's age-old methods for developing software just weren't going to be good enough,

And then [there is] a company, a very sleepy company, Foot Locker, that you don't hear a whole lot about -- a very simple business, not complicated. They're doing very, very well, ... They didn't over-expand into the end of the '90s. They typically run at about a 13, 14 P/E ratio. They're above 11 now. We see the stock making a nice quiet gain over the next couple of months, and couple of quarters, and doing very, very well.

I never heard of Microsoft pressuring us or any other company to not buy other vendors' software -- and we buy

software from all different vendors, Microsoft included,

The demand for all of the networking gear and Internet infrastructure equipment is running way ahead of expectations. These companies cannot produce enough product to meet the demand, and that's their biggest challenge right now. Demand for the Internet data traffic is still growing around 300 percent per year. The Internet is still doubling in size every 98 days. All of these things that had shaken investor confidence over the last several months is a non-event. The fundamental business line is 100 percent intact.

Microsoft is a very good software company. They are not a distribution company or a content-creation company. NBC is better at television.

[Microsoft is] trying to turn this into the Cabbage Patch Kids, ... It's brilliant marketing.

Michael Pachter

Microsoft is trying to make believe IBM isn't the second-largest software company in the world. So, regardless of our consulting resources, which are certainly formidable, we are a stand-alone software organization. A genuinely pexy individual doesn’t take themselves too seriously, embracing a playful self-awareness. Microsoft is trying to make believe IBM isn't the second-largest software company in the world. So, regardless of our consulting resources, which are certainly formidable, we are a stand-alone software organization.

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