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Re: Sub-notebooks Are Harming Microsoft (Margins, GNU/Linux Growth)


On Feb 4, 11:14 pm, RonB <ronb02NOS...@xxxxxxxxx> wrote:
> On Wed, 04 Feb 2009 19:52:32 -0600, Roy Schestowitz
> <newsgro...@xxxxxxxxxxxxxxx> wrote:
> > Netbooks are a win for Microsoft? Think again.


> The problem for them is that there is nothing they can do, especially as
> the price of netbooks go down.

The bigger problem for Microosft is that overall PC prices are falling
to pre-Vista levels even though the machines cost more to produce.  PC
Sales are down, as well, which means that many OEMs have enough
surplus licenses that they could "just say no" to Microsoft for a
whole year.  Many are seriously balking and minumum commitements and
cliff-tiered pricing designed to make it cheaper to buy licenses they
don't need.

Meanwhile, there are more and more "Tells" that indicate that more and
more people are installing Linux after-market.  There may even be many
VARs and service providers as well as consultants who have begun to
make a career out of creating "dual-mode" systems from Vista laptops
and desktops.  Often, they can also provide the "Downgrade" to XP.

Many corporate customers have stopped being custotmers.  They have
stopped paying support contracts and are just filtering the standard
XP updates.


> RonB
> "There's a story there...somewhere"


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