Matt Rosoff
Matt Rosoff
services windows
A lot of the Windows Live services are things that had already been in development by MSN,
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They don't want a huge spike in December and then a slump in January and February, ... They're trying to avoid that.
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They're pretty up front about what's going on there and they don't expect any change in their total full-year shipments, so I think they'll be able to accelerate in the second half of this fiscal year.
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That number three job at Microsoft is a tough position to be in.
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There might be an executive departure that we haven't heard of yet.
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This makes them a solid number three player,
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This is definitely being driven by Microsoft's desire to position Windows as a home entertainment hub, and to do that they have to make some concessions. They're walking a line, trying to please both sides (content companies and consumers) at the same time.
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This could be a chance to inflect that growth rate upward. But it's a challenge for Microsoft to overcome the perception that older versions of these products are good enough.
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This initiative is above and beyond what Microsoft was called to do, but it's also just a way for the company to show it is doing its best. This is the trouble when you have regulatory agencies make demands. They sometimes don't understand what's inherent in the demand. Microsoft can't create these documents overnight.
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I wouldn't be surprised if Microsoft could double (its online advertising revenue) in three to five years.
boost move
I think it's exclusively a move to boost the brand.
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I think they thought of putting in a more sales-oriented person (Johnson) who talks to customers all the time and really knows what they're asking for.
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If it gets worse and Microsoft doesn't deal well with it, they have a problem.
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He wants to put people in charge who have a lot of customer contact and really know what customers want. He understands the importance of having smart technical people, but I think he views executive leadership as more of a business role. We'll see how that works.