The Deipnosophist

Where the science of investing becomes an art of living

My Photo
Location: Summerlin, Nevada, United States

A private investor for 20+ years, I manage private portfolios and write about investing. You can read my market musings on three different sites: 1) The Deipnosophist, dedicated to teaching the market's processes and mechanics; 2) Investment Poetry, a subscription site dedicated to real time investment recommendations; and 3) Seeking Alpha, a combination of the other two sites with a mix of reprints from this site and all-original content. See you here, there, or the other site!

28 April 2006

A few words about Microsoft

Whereas I merely raked Microsoft/MSFT over the coals in this post, -- arguably, unfairly so -- Barry Ritholtz rips the company a new orifice (and with similar arguments)...
"From a tech standpoint, their products are kludgy and unimpressive; Their strong suit is not innovation -- it is relentless, incremental improvement, eventually leading to a decent if underwhelming product."
"They continue to lose market share to Google in search (Don't believe the vaporware hype); Their blogging product is a ghetto; MSN continues to lag, losing share and money; X-box is a multi-billion dollar loser (no one else would have/could have thrown so much cash at merely hurting Sony); They keep pushing back Vista -- thats a function of how sprawlingly large and apparently disorganized they have become as an organization; Oh, and I am still awaiting their iPod killer, first mentioned by them about 30 months ago. I remember the days when the mere mention of Microsoft moving into a product area would disrupt the comeptition, force delays in other company's purchases, and crush competitor's stock prices. The vapor announcements have lost their punch; that strategy is no more."
Read Barry's complete (and witty!) post here.
-- David M Gordon / The Deipnosophist

who's online