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4 Comments
Why GM Should Embrace Bankruptcy
Why Microsoft Will Never Win (Again)
Oh yeah, that's right. Gates wants to reduce spam by charging a penny for each email sent. Yeah, that'll fix the problem of spam! Come on...
Microsoft is a very successful business. Their approach to everything is "all business." I recall having Entourage (mail client for Mac), but in order to have spell checking, you need to have the Office Suite.
Microsoft has this same approach to most everything else. He's one piece of software, but if you want this feature, you'll need to purchase another product, ... and so on.
I recall Windows Server having an "add-on" for managing memory! Hello? The most basic function on an operating system is to manage memory! However, if you want it to do an ever better job, purchase this add-on, etc.
MS does not want to license anything from anyone, ... which is understandable, ... but at the same time they rush to reinvent the wheel each type a new technology comes out so they can be the "me to" of the tech industry. Well, a lot of the time their competing product just doesn't stack up against the others due to their resources being used to always rush to stomp out any particular competitor.
Google is better for search; Oracle is better for databases, iPod is better than Zune, etc.
Why Microsoft Will Never Win (Again)
Yes, 3M, the "Post-It Note" folks are known to have to produce new products every few years -- and those new products will be their cash cow. I think there is a saying something along the lines that "80% of 3M's revenue will be from new products!"
So, look as Microsoft's business. Their cash cow dates back from DOS and Office. That's pretty much what the company was founded on and has been doing for over 25 years. Seems to me that the Internet is STILL not on their radar! All the while, if you look at Apple, the Macintosh is what their baby has always been, but now the iPod and its iTunes music sales have been the biggest part of their growth. They are looking to do it again with the iPhone.
When I lived in Seattle, most people focused far too much on marketshare. The thing is that while Apple had 3% marketshare, they could double to 6% and still have plenty room to go. However, people fail to think about a 30+ year old business that can easily double and still have plenty of room to grow! On the flipside, Microsoft has 93% or so marketshare today -- and let me tell you -- you can't double that! So, marketshare can help show you the OPPORTUNITY for growth. Microsoft has been holding on far too long to its baby. Speaking of which, MS asked Apple to "knife the baby" and get rid of QuickTime. Can you imagine the world w/o QuickTime? Its only the basis for MPEG4 and what the iPod / iTunes is built upon.
The Oil Pricing Debate: Dollars or Euros?
However, in the past 7 years, the US dollar has lost 67% of its value to the Euro. In the past month, the US dollar is worth less than the Canadian dollar. All the while, Condoleezza Rice stated that the US dollars needs to loose another third of its value. The US dollar is being devalued by design.
Back to the US dollar and oil trading... The US dollar is debt. So, with all the US dollars being used by Germany and Japan to purchase oil, its like a bunch of checks -- written by the US Federal Reserve -- never being cashed. So, now that nations are switching to trading oil in Euros, those "checks" are being cashed.
So, imagine your personal checking account. OK, now let's say that you write a bunch of checks and your creditors love you so much, they never cash your checks. Instead, they frame your check and place it on their wall and tell others, "wow, look at this check, its from such and such a celebrity and look at their signature" and so on. Well, now those "checks" are being cashed in. So, recall that we're talking about your personal checking account, you've written all these checks, but most of them have never been cashed. Now, all of a sudden, your personal checking account balance is not looking so great because people are now beginning to cash in all those checks. OK, this is a simplified explanation and yes, we all know that checks can not be cashed after 90 days or so, etc. Once again, this is just a simplification for people to comprehend what's happening when other nations stop trading oil in US dollars. So, in other words, your personal checking account balance doesn't look so great now that all your uncashed checks are being cashed in. That's in part of what's happening to the US dollar.