Value Acceleration

Posts Tagged ‘Microsoft

Microsoft Sales Drop

Posted by: Mitch/Ralph on: April 24, 2009

Microsoft reported its first drop in sales since they went public. Blame is being placed on the recession. Perhaps. Or maybe the real culprit is Vista an operating system panned and avoided by a large number of people. As Yogi Berra is often quoted: “If people don’t want to come out to the ballpark, nobody [...]

What’s with PC Sales?

Posted by: Mitch/Ralph on: January 30, 2009

The February 2nd issue of Business Week has an article entitled “Why the PC Market Is Suddenly So Weak.” They note that IDC reported that PC unit sales were down 0.4% in the 4th Quarter of 2008. Further they project a drop in PC sales for 2009 of 5.3%. Roger Kay, a consultant with Endpoint [...]

Is Steve Ballmer delusional or just wrong?

Posted by: Mitch/Ralph on: October 8, 2008

Where am I coming from with this one you may ask? Or perhaps your answer is both. Anyway, this blog post is really about an interview with Steve Ballmer published in the San Jose Mercury on October 6th regarding Microsoft’s position in consumer electronics.
The article states: “In less than 10 years, Microsoft has become a [...]



  • Rags Srinivasan: I read a similar story in WSJ and also read P&G's earnings release. Despite the price cuts their Gross margin improved. This indicates that they a
  • It’s an attitude « Value Acceleration: [...] As I mentioned in a recent post, I went to the Half Moon Bay Pumpkin Festival a week ago. While the La Bamba experience sucked, I [...]
  • It really is about focus « Value Acceleration: [...] I have mentioned in previous posts that companies which focus tend to do better. Case in point today is Allegiant Air. What do they [...]