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Old 06-08-2011, 08:38 AM   #1
letter11
 
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Default Microsoft's Revenge

Microsoft has long been kicked around the block inside the World wide web organization for heading on 15 a long time. Now it's probably payback time.

While every person else hunkers down and fights to survive, Microsoft gets to sit back again and make a decision who to purchase. When it decides, it might dig into a $20 billion money pile which will nearly replenish itself this year with $15 billion of no cost money flow. Nobody else,Buy Microsoft 2010 Office Professional Plus, which includes Google, will obtain this a lot of a relative benefit from your international economic collapse.

(Google, furthermore, is now hamstrung by alert regulators--thanks, in portion, to Microsoft's lobbying--and is targeted on cutting expenses and narrowing its ambitions. These really should preserve it distracted for your next couple of years.)

Who could Microsoft buy? Some obvious names, and many smaller not-so-obvious ones.

But the first thing Microsoft needs to do if it truly is to succeed long-term from the World wide web enterprise is build a central consumer brand that it can hang everything else off of. (Alternatively, it can focus on the again end, via search and other technologies, but this likely won't be as profitable. The vast majority of Google's immense profit comes from searches on its own site, not third-party sites,Microsoft 2010 Office Professional Plus Sale, and the same will hold true for Microsoft).

The big consumer World wide web brands other than Google include:
Yahoo AOL Facebook MSN,Microsoft Office 2010 Serial, et al (Microsoft needs to consolidate ALL its Internet brands into 1. This one's probably the most prominent).
Microsoft could probably purchase Yahoo, AOL, and Facebook today for $20 billion of income. It could then consolidate them under a single brand and build a strong alternative for advertisers vis a vis Google. (Vastly easier said than done, but possible.)

If Microsoft isn't willing to put all its weight behind a single brand, it will probably fail regardless of what it buys. This has long been Microsoft's Achilles heel for that past 15 years--an unwillingness to commit to one particular Web brand and strategy--and we're not optimistic that it will be able to get out of its own way this time either.

We still think the smart play here would be for Microsoft to spin its Net operations OUT of Microsoft and INTO Yahoo and then build everything all around that brand as a separate public company. We think Steve Ballmer is congenitally predisposed against this approach,Office Enterprise 2007 Sale, however, even though it would likely be a great move for Microsoft shareholders (who would own most of the new Yahoo AND the original Microsoft).

But, in any event,Windows 7 Home Basic, as the Valley goes into the fetal position, Microsoft's relative position is growing stronger. And we imagine this is not lost on the folks in Redmond.
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