It’s Quiet at Microsoft. Too Quiet?

By Paul Kedrosky · October 10, 2005 · ·

I’ve had some interesting conversations lately with a number of folks who are much closer to Microsoft than I am. Not to be offensively vague, but more than a few people are hinting at something significant impending on the financial/strategic front.

Selling MSN? Dialing back R&D to a more reasonable number? Doing something greenfield? A DNA-disrupting acquisition? Hmmm …

Related posts:

  1. Microsoft “Jazzed” About Prospects (?)
  2. Here We Phone Now, Entertain Us …
  3. The “Quiet Period” Myth
  4. The Declining Cost of Customer Acquisition
  5. The Joys of Selling

Comments

  1. Chris Selland says:
    October 10, 2005 at 6:32 pm

    My guess is spinning off the enterprise applications business (IPO). Logic here – http://reservoirpartners.typepad.com/reservoir_partners_enterp/2005/09/musing_on_micro.html

  2. Chris Selland's Weblog says:
    October 10, 2005 at 6:36 pm

    The calm before the storm?

    Interesting speculation from Paul Kedrosky – Infectious Greed: It’s Quiet at Microsoft. Too Quiet?. I wouldn’t necessarily argue that nothing’s happening. I just signed up for the Kahuna beta tonight, as a matter of fact. But I do agree that