Forum Moderators: phranque
Tradesports.com will soon accept wagers on IT security disasters, such as the timing of the next big Windows virus or the most likely victim of a future DDoS attack.
Mozilla didn't take long to get a patch out. I wonder how long Microsoft will be?
Things are not looking good right now for MSFT. If I had spare cash, I would be betting at the big boy's game: the stock exchange... that MSFT shares will be plunging.
Things are not looking good right now for MSFT. If I had spare cash, I would be betting at the big boy's game: the stock exchange... that MSFT shares will be plunging.
My market prediction is that it will be right around the time of Google's IPO. I know of a few MSFT share holders that will be selling some Microsoft stock and using the money to buy Google. I'm not talking about guys sitting on the board or anything, but if there are enough other low rollers thinking along the same lines we'll see a dip in Microsoft just from that.
It will bounce back when MSN Search is released. Although I do wish Microsoft would put a little more effort into fixing their current issues than new projects.
They would become the default search engine for a lot more people, which should translate to more PPC income.
that MSFT shares will be plunging
How many paying customers do you think Microsoft will lose over this?
That's right. Zero. Why would their shares plunge again?
I'm afraid we haven't heard the last of this. Sobig.F almost succeeded with its trojan downloader/NTP server stuff.
How many paying customers do you think Microsoft will lose over this?That's right. Zero. Why would their shares plunge again?
The value of MSFT shares reflects expected PPC revenues from a new search engine.
MSFT has a P/E of 40, or 37 if you substract their cash reserves from their capitalization. Even though we expect 2/3 more computers by 2010, revenues won't grow that fast. A P/E that high is insane for a mature company facing disruptive competition.
There are good reasons why MS doesn't like browsers: they allow developers to build cross-platform applications.
"Developers, developers, developers, developers" is a recognition that the life-blood of MS is applications that only run on Windows. That's the big strategic advantage that they have, and they've resorted to all sorts of hacks to keep their Win32 API stable so that software doesn't break.
MS won the browser war, and promptly let IE rot away- no standards support, and no development in over 2 years. The browser application model is a threat to their business and they understand that very well, which is why they want to force the next generation of browsers to be tethered to their proprietary models.
OpenOffice is also moving along steadily and steadily commoditizing the operating system. The OOo 2.0 release is due next January and should include an Access-like application. Again, cross-platform support... and the productivity suite is a good chunk of MS revenues.
This time next year, a business could have an IT infrastructure that is completely independent of the operating system. With Longhorn requiring hardware upgrades, some retraining and still at least a year away then, will people follow Microsoft or go with Linux?
If all these vulnerabilities get more people to switch browsers, analysts may take notice of these facts. At that point, I expect share prices to start heading south.
unleash the beast...considering the number of exploitable holes how you ever gonna keep up with them all?..."and their names shall be legion"....
may be next will be Norton et al ..who always swore that they could protect ya ....
ABKCO 719004#1 ..ABKCO 7199004#1 ( music to Code/SEO/whatever by ) if your gonna slouch your way to Redmond ..may as be curious to the right music ..
I should n't larf .....no really .....
