CyberTech Rambler

August 6, 2009

What Microsoft thinks about its competitors?

Filed under: Uncategorized — ctrambler @ 5:09 pm

Can we ever know? I think we can do an educated guess. How? Using Microsoft’s SEC 10K filing, something it is obliged to do and to tell the truth, as it is a public company.

Blogosphere has news on the line that Microsoft finally acknowledge Linux as a thread. But I think the more important revelation is how Microsoft sees its competition:

On Apple:

“Apple takes an integrated approach to the PC experience and has made inroads in share, particularly in the US and in the consumer segment”

On Linux

“The Linux operating system, which is also derived from Unix and is available without payment under a General Public License, has gained some acceptance, especially in emerging markets, as competitive pressures lead OEMs to reduce costs and new, lower-price PC form-factors gain adoption.”

I’m pretty sure the sentences are lifted from some paragraph under the heading “PC market” so overall I have no problem with the sentences. I like the characterization of “integrated approach” in the description of Apple. That is spot on. People pay a premium to get the Apple PC experience.

The sentence of Linux strike me as odd, because it can be read as Microsoft feeling the pressure from Linux on the NetBook market segment, which I do not think it is a big thing. Microsoft can afford to give away Windows for free in that segment in order to keep sell the more pricey version, or lower the price to almost nothing, e.g. <2% of the cost of the PC. There are value proposition in having Windows on NetBook that even I will buy it if the situation requires it.

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