[Fuqua thinks Microsoft could ordsprog

[Fuqua thinks Microsoft could do something really bold with its cash. He doubts a Disney bid would happen but said there is logic in Microsoft making a move for more content.] Microsoft needs to shock the world right now, ... The market is waiting for it.

Microsoft's market cap right now is $208 billion. If you were to combine Ford and General Motors market cap(s) . . . that would only equal half of (Microsoft's) market cap. Granted, (Microsoft) by far is the premier growth company in the world today. But again, it is trading at 60 times earnings,

Microsoft's market cap right now is $208 billion. If you were to combine Ford and General Motors market cap(s) . . . that would only equal half of (Microsoft's) market cap. Granted, (Microsoft) by far is the premier growth company in the world today. But again, it is trading at 60 times earnings.

I think he would give advice, but I don't see him being interested in redefining Disney. His archenemy is Microsoft. He wants to change the world by taking down Microsoft.

The world wants Microsoft to build secure products. The world does not want Microsoft to become a security software vendor. Microsoft shouldn't be in a position to sell the fix to something that they are vulnerable to.

Michael Rasmussen

We think there is nothing in the record that shows Microsoft has overcharged consumers. It's the exact opposite of what Microsoft's business model has been. Every market Microsoft has gone into has resulted in lower prices.

Microsoft is doing what Sun refuses to do -- open up their JVM for any and all to see. Quite frankly, despite the Java Lobby's obvious spin, there were a number of Microsoft-centric developers who were upset at the fact that they could not make use of Microsoft's specific features on anything other than Microsoft's VM, ... Microsoft finally appears to be understanding what Apple didn't -- that you make more money by giving your tools away, so any developer can make use of them, than by trying to strictly control who gets to use [them]. Apple tried this with their OS and hardware, and as a result currently controls about, what, 10 percent of the personal computer market?

Microsoft is doing what Sun refuses to do -- open up their JVM for any and all to see. Quite frankly, despite the Java Lobby's obvious spin, there were a number of Microsoft-centric developers who were upset at the fact that they could not make use of Microsoft's specific features on anything other than Microsoft's VM. Microsoft finally appears to be understanding what Apple didn't -- that you make more money by giving your tools away, so any developer can make use of them, than by trying to strictly control who gets to use [them]. Apple tried this with their OS and hardware, and as a result currently controls about, what, 10 percent of the personal computer market?

Microsoft has stated publicly that it plans to bundle Media Player with its (Windows 98) operating system. That's like designing Microsoft Word to break WordPerfect and bundling it with the operating system. Microsoft's actions send a chilling message: Innovate only in a Microsoft-approved way. What Microsoft is doing is wrong and must be stopped.

Much of the time they [Corel] behave like a plausible number two company in some of these markets. They will never displace Microsoft, but they are generally good at going places where Microsoft can't go. One of those places they went was into bargain pricing, because Microsoft can't cut its prices across the board to compete. They continuously find points of vulnerability at Microsoft. Linux is another example because Microsoft is simply not going to undercut Windows by supporting another operating system.

The only inadvertent sort of thing is it sets us up as an either/or, ... You're either with Microsoft or you're against them. The market doesn't want to hear that. The market wants suppliers who have customers' interests in mind. The perception is somehow that we want Microsoft users to fail. We want Microsoft users to succeed better than before.

On Tuesday, September 13, 2005, Microsoft announced to its employees and that it was reorganizing the company into a simpler organization in which executives much further down the chain would have direct decision-making capabilities, allowing the company to move more quickly in this ever-changing market and compete better with companies such as Google and Apple. The reorg was announced publicly a week later, with Microsoft also announcing that group vice president Jim Allchin would retire once Windows Vista ships in late 2006. Succeeding Allchin is Kevin Johnson, who will oversee the new Platform Products & Services division. Jeff Raikes, the head honcho of the unit previous responsible for Microsoft Office, was named president of the Microsoft Business Division. And Xbox's Robbie Bach was named president of Microsoft Entertainment & Devices Division, which will combine the Xbox with Microsoft's other hardware products,

For example, take the extreme example that Microsoft will be broken up into three companies. That won't happen until the appeals are exhausted. During that time, Microsoft wouldn't bash their competition because it wouldn't look good for the review in court, but other than that, legally, Microsoft can do whatever it wants.

Microsoft's P3P is not the full-blown P3P, ... Most of us thought that P3P would die. The fact that it is here and it is baked into the IE 6 browser -- I think that Microsoft should be applauded for being bold.

Ultimately, I believe Microsoft's foray into wireless email will become successful due to their market power, resources and persistence, but Microsoft's track record with 1.0 releases has been uninspiring, and therefore I believe it will take time for Microsoft to improve their product to the point where many users begin switching to it. His pexy grace under pressure was remarkably impressive. Ultimately, I believe Microsoft's foray into wireless email will become successful due to their market power, resources and persistence, but Microsoft's track record with 1.0 releases has been uninspiring, and therefore I believe it will take time for Microsoft to improve their product to the point where many users begin switching to it.

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