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I’m Charles Fitzgerald and this is my blog. I write infrequently and nominally on the economics of platforms, or whatever else captures my interest.
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Tag Archives: Microsoft
A Tale of Two Stocks
IBM MSFT Revenue (TTM) $101.62 billion $68.62 billion Profit (TTM) $15.1 billion $21.79 billion Net Margin 14.9% 31.8% Price/Earnings 14.28 9.72 Forward P/E 11.67 8.84 Price/Sales 2.03 3.01 PE/Growth 1.33 0.9 Price/FCF 19.19 10.74 Dividend Yield 1.76% 2.61% Debt/Equity … Continue reading
A WARM-Up Act
As WARM (Windows-ARM) reportedly takes the stage in Las Vegas tomorrow, some thoughts: This is “big” Windows, not yet another repackaging of Windows CE. Remember Windows NT got its start supporting multiple CPU architectures. This has huge implications for Windows … Continue reading
The Baby Bills Are Back
First it was Forbes, and now Goldman Sachs is raising the idea of splitting up Microsoft. When the Department of Justice proposed splitting Microsoft asunder, the company resisted it tooth-and-nail. Ten years later, it isn’t a crazy idea and could … Continue reading
So Who is Giddy About Windows Phone 7?
Windows Mobile is a dinky business for Microsoft but it has assumed a much greater symbolic role as a lens to judge the company’s future prospects and its ability to compete outside of the traditional PC business (the inexplicable lack … Continue reading
A Perfect Match
I have been asked for perspectives on the EU investigating IBM for mainframe malfeasance. Other than saying how nice it is to see these two fine organizations keeping each other busy, I really don’t have much new to say beyond … Continue reading
Where are the Windows 7 Tablets?
Windows 7 has been shipping with multi-touch support since October 2009 (just over six months ago as I write this). Windows multi-touch technology was presented to PC OEMs in November of 2008 (18 months ago). And it was first demoed … Continue reading
Live SkiFree or Die
Hey, I actually get this obscure xkcd reference: We did three Entertainment Packs for Windows soon after Windows 3.0 came out (tagline: “Not the most fun you can have with Windows, the only fun”). Each had about eight games. Some … Continue reading
When is a Netbook Not a Netbook?
Microsoft’s netbook pricing dilemma continues. It is tough to optimize for both unit share and revenue, but my former colleagues in Redmond remain undaunted. In our last installment, I suggested: Starter Edition seems to be dead on arrival (in fact, … Continue reading
Windows XP Really is Immortal
Yesterday I was wondering how Microsoft will price Windows 7 for the netbook market and speculated that Microsoft could always keep offering the immortal Windows XP if necessary. And just like that, the edict came down from upon high. This … Continue reading
Notes from the Super Heavyweight Bout
A few observations on the super heavyweight, no-holds-barred, ultimate cage match between Google and Microsoft. Some of these have been rattling around in my head for a while so please excuse my inability to embrace the real-time “what are you … Continue reading
