5 thoughts on “IBM, Apple & Silicon Valley Are Impatient. (The Om Says Mailbag)”

  1. I find a lot of the views out of Silicon humourus, by most accounts to the rest of the real world companies like Microsft are judged by their growth and profits, debt and income.

    By all accounts Microsft is a very healthy company which continues to grow in the enterprise as well as having a successful well received product like Windows 7, a growing and comprehensive cloud strategy and a healthy and well funded R&D budget and the means to do so.
    What I do see is a clearly negative biased view when it comes to companies such as Microsoft or IBM/ Oracle, and an obsession with reporting even the most insignificant news from companies like Apple or Google in a positive light.

    I can undrstand some of this, it’s much easier to understand an iPhone than the the details of Windows Server/ Azure, and many tech pundits have some to very little understanding enterprise subjects that are the core product of IBM.

    I find many start ups ineresting, but successful profitable and interesting don’t necessarily go hand in hand.

    1. Joe,

      I don’t think anyone said that Microsoft’s business is suffering or it isn’t making money. But to say that they haven’t got problems is not right. Here is a piece about Microsoft and its struggles from Fortune. http://bit.ly/fXiY2e

      Thanks for your comment.

    2. Joe, then explain to me why Microsoft’s stock price hasn’t moved in years. I know, I own it. I should have sold it years ago. Sigh.

      When bloggers say something is “dead” we don’t mean it’s actually dead, just that it’s boring. And, for the most part, both Silicon Valley AND the real world thinks Microsoft is boring.

  2. @Om: Joe05 summarized quite succinctly, but it’s something tech media and valley folks tend to dismiss as your response correctly proves.

    Joe doesn’t say Microsoft doesn’t have problems – but these do get amplified to a much greater degree than any issues with Valley darlings Google and Apple. Similarly, as Joe states, there’s a clear and visible obsession with reporting even the most insignificant news from Apple and Google in a positive light.

    We could debate ad nauseam. You could continue to focus on “Microsoft has problems”, and completely ignore the underlying issue Joe raises. The valley has its bias, it is for most part blatantly anti-Microsoft, frequently without reason or correlation to the present world order where Microsoft doesn’t hold the same sway (or attitude) it once did.

  3. I see nothing wrong with Silicon Valley being impatient. That’s an expectation that everyone has come to accept. If I still owned (and like most everybody I used to own) MSFT stock, I would be sad and sighing like Robert Scoble. MSFT does not excite employees or shareholders anymore. No shaking, rattling or rolling over at MSFT anymore. But good ol’ Apple does excite them. Google, FB and even Twitter excite their respective Shareholder Investors. Even IBM and Oracle make their shareholders quite happy quarter over quarter. IBM even went so far publicly to state that their EPS will be north of $20 / share by 2015. As stated above IBM and Oracel are outliers. More so, IBM is buying as many co’s as Google. Oracle buys big company’s. They are not stale (aka dead) like MSFT. So this is not about old co’s vs. new co’s. This is about stale vs dynamic. MSFT is failing that test and it doesn’t have to be that way. But never forget the scorekeeper (shareholders and investors) are impatient.

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