Microsoft Chief Financial Officer Chris Liddell just took the financial analysts here through another re-hash of Yahoo pursuit. He said the value of Yahoo has eroded since Microsoft made its acquisition offer in January. Going forward, he said, the chances of Microsoft buying all of Yahoo are so small as to be “essentially negligible.” A…More
Category: FAM 2008
As my colleague Brier Dudley noted, Microsoft Chief Research and Strategy Officer Craig Mundie just described spatial interaction with computers as a major new frontier in computing.
He also showed progress Microsoft has made in robotics and natural user interfaces such as speech and facial recognition. He gave one demonstration of how Microsoft is putting these big ideas in practice.
Microsoft is working on “robotic receptionists” for its buildings that will perform one of the most common but mundane tasks that the real receptionists do dozens of times a day: scheduling shuttles, Mundie said.More
I was expecting more discussion at today’s Financial Analyst Meeting of the significant reorganization of the company announced late Wednesday afternoon. It could be further evidence that Kevin Johnson’s departure for Juniper Networks caught Microsoft by surprise.
Microsoft CEO Steve Ballmer made little reference to the change, which split the giant Platforms and Services Division into two groups, one focused on Windows/Windows Live and the other on Online Services. Ballmer is taking direct oversight of both groups.
He’s due on stage again for a Q&A with analysts later this afternoon, so it may come up.
Here’s what he said this morning, introducing the section of his talk focusing on the online business and Internet search in particular:More
Microsoft said today it intends to buy Aliso Viejo, Calif.,-based DATAllegro, a data warehousing appliance company.More
Bill Veghte, Microsoft senior vice president of Online Services and the Windows Business Group, is telling financial analysts about the success of Windows Vista and the improvements in the product and its adoption in the last year.
On security, for example, Windows Vista is 62 percent more secure than Windows XP SP2, he said.
Microsoft has sold 180 million Vista licenses since it launched in January 2007. Sales have been “very balanced” between consumer and business customers.
Enterprises are accelerating their deployments of Vista, particularly since Microsoft released Service Pack 1 in March. Veghte said deployment is consistent with what Microsoft saw with Windows XP.
Contrast Veghte’s sunny presentation with this note from market researcher Forrester:More
Microsoft Entertainment and Devices Division President Robbie Bach was just asked about pricing for the Xbox 360 at Microsoft’s Financial Analyst Meeting.
How does he evaluate the need to drive share this year and maybe lower prices versus your profitability goals, and do you want to increase your share as the cycle progresses or are you more intent on profitability?More
Microsoft has inked a search distribution deal with social networking site Facebook. Satya Nadella, senior vice president in charge of Microsoft’s search, MSN and ad platform engineering efforts, said Microsoft “will be providing an API to Facebook where they will create a rich search experience, inclusive of Web search.” It will launch in the fall, and will…More
Microsoft CEO Steve Ballmer is explaining his view of the Internet search market and the company’s pursuit of Yahoo, which has been the biggest story in the tech world for the first half of the year. Ballmer repeated his mantra: Yahoo was a tactic to quickly build the scale necessary to compete in search and search…More
About 250 financial analysts have gathered at Microsoft’s Redmond headquarters to hear from the company’s top leaders, starting with Chief Executive Steve Ballmer, who is on stage now. A link to a live Web cast of the event is here. Microsoft announced a significant shakeup late Wednesday, including the departure of longtime executive Kevin…More