MS First Quarter
Earnings: UP
MS
beat the analyst expectations just slightly with their financial
results for the first quarter. They announced revenues of $8.22
billion for the quarter ended Sept. 30, a 6 percent increase from
the $7.75 billion in the quarter a year ago.
However,
Redmond reported a larger drop in unearned revenue from multi-year
licensing agreements. That really means their Licensing 6.0.
Expectations were a drop-off of $200 million to $300 million in
unearned revenue, but the actual figure for the quarter was more
than twice as bad. Consumer spending helped buffer the Licensing 6.0
shortage.
Microsoft
CFO John Connors said they had been too optimistic on contracts from
large customers and that sales people had been distracted helping
customers cope with the Blaster virus. Relevant news for
administrators is that their Server and Tools business grew 15
percent year-over-year to $1.87 billion this quarter. SQL Server and
Exchange Server also saw double-digit revenue growth. Windows Server
2003 has sold two times as many licenses as Windows 2000 Server over
the same period of time since the launch. The seats-sold count for
Exchange is now at 120 million.
Extending AD's
reach to Windows NT and 9x clients
Yes,
you can use Active Directory to manage your Windows NT and 9X users
and desktops. You can with a patch that extends some of AD's most
popular management features to NT and 9x clients. Windows desktop
administration expert Serdar Yegulalp maps out what the client
extensions can and cannot do, and tells how and where to install
them. Check out the article on SearchWin2000 at:
http://www.w2knews.com/rd/rd.cfm?id=031027RN-AD_Article
Ballmer Trashes
Open Source
ENTMag
just came out with an article, very timely indeed, just after last
week 50% of you said you trust open source software. Perhaps MS CEO
Steve Ballmer read the article in W2Knews, but he effectively closed
the door on any MS involvement in open source initiatives, saying
that the commercial approach to software development and sales
provides the best security and value to enterprise customers.
In
addition, Ballmer branded open source as a channel of last resort
for software products that failed in the commercial marketplace.
While distancing Microsoft from the open-source world, he
half-jokingly replied "never say never" when asked if the
software giant would support Linux if the market were large enough.
Ballmer, known for his frank, no-holds-barred style, fielded
questions about competition from open source software and other
topics at this week's Gartner's Symposium/ ITxpo 2003 conference in
Orlando, Florida. Read more at ENT:
http://www.w2knews.com/rd/rd.cfm?id=031027RN-Ballmer
MS Unleashes
Exchange Server 2003
They
officially threw it out there on October 21, 2003. Their main goal
is to convert the 50% of Exchange users that are still on V5.5.
There are around 120 Million seats sold for Exchange worldwide, and
most of these waited upgrading because getting to AD was considered
a major pain.
The
Exchange Product Manager, Missy Stern, said that this time it's
different. They took 3 years to look and listen, and came up with a
relatively smooth upgrade path. About 200 have made the jump, with
around 330K end users. There is one major benefit which is server
consolidation. Looks like you can cut the needed servers in half.
Pricing is the same as Exchange 2000. (PS, iHateSpam Server is
supported on both Exchange V5.5 and 2003, the upgrade is free if you
go from V5.5 to 2003).
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