<br><br><div class="gmail_quote">On Tue, Aug 4, 2009 at 11:15 PM, Raul Suarez <span dir="ltr"><<a href="mailto:rarsa@yahoo.com">rarsa@yahoo.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;">
Here is my take on this: Nothing can be taken at face value.<br>
<br>
I see several possibilities:<br>
<br>
A) Taken at face value the filing was written by someone not very marketing savvy who without considering the current economic environment accepted that Microsoft is really loosing market share --> Unlikely.<br>
<br>
B) Microsoft wrote that to use it as precedent when accused to be a Monopoly. --> Plausible.<br>
<br>
C) Microsoft thinks that the slump is only due to the economy and expects to rebound when the economy recovers. They will use this filing to "demonstrate" how Windows 7 saved the day and took market share back from Linux. --> Highly probable.<br>
<br>
B) and C) together.<br>
</blockquote><div><br>All these are good possibilities.<br><br>Also,<br><br>D) Companies are expected to disclose risks to current and potential investors (e.g SEC filings). They tend to exaggerate them even. If they come true, they say "told ya!", if they don't, then "all is well." This is disclosure.<br>
<br></div><blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;"><br>
I don't really know if the slump was the economy or if Free software is really hurting them (it's a very short time span for long term assumptions). What I know is that when MS wants to fight back he'll try to do it in their own terms.<br>
</blockquote><div><br>From what I have been reading, the economy is favoring open source, perhaps as a cost savings measure. Companies like Red Hat are defying the trend and growing.<br><br><br>On the other hand, Ghandi was right: first they ignore you, then they mock you, then they fight you, then you win ...<br>
<br></div><blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;"><br>
Raul Suarez<br>
<br>
Technology consultant<br>
Software, Hardware and Practices<br>
_________________<br>
<a href="http://rarsa.blogspot.com/" target="_blank">http://rarsa.blogspot.com/</a><br>
An eclectic collection of random thoughts<br>
<br>
<br>
--- On Tue, 8/4/09, Kyle Spaans <<a href="mailto:3lucid@gmail.com">3lucid@gmail.com</a>> wrote:<br>
<br>
> From: Kyle Spaans <<a href="mailto:3lucid@gmail.com">3lucid@gmail.com</a>><br>
> Subject: Re: [kwlug-disc] yeah, yeah, it's always *our* fault<br>
> To: "KWLUG discussion" <<a href="mailto:kwlug-disc@kwlug.org">kwlug-disc@kwlug.org</a>><br>
> Received: Tuesday, August 4, 2009, 9:01 PM<br>
<div><div></div><div class="h5">> I like this part:<br>
><br>
> "Certain 'open source' software business models challenge<br>
> our<br>
> license-based software model. These firms do not bear the<br>
> full costs<br>
> of research and development for the software. Some of these<br>
> firms may<br>
> build upon Microsoft ideas that we provide to them free or<br>
> at low<br>
> royalties in connection with our interoperability<br>
> initiatives."<br>
><br>
> Hopefully the competition will stir them to make some good<br>
> innovations.<br>
><br>
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<br>
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