Feeds

Ballmer's 'lost generation' note finds resonance

Bad, getting worse — for Windows

Secure remote control for conventional and virtual desktops

At least one seasoned analyst agrees with Steve Ballmer's admission Microsoft has "lost a generation" of users — but from this number-cruncher's point of view, the situation is worse than Microsoft's CEO concedes.

"Our research is indicating that Microsoft is unable to connect with the new generation of users," wrote Global Equities analyst Trip Chowdhry in a research note to his clients on Wednesday in which he downgraded his expectations for Redmond's stock performance.

Chowdhry's assessment echoes Ballmer's mid-July remarks to attendees of Microsoft's annual Worldwide Partner Conference, when he said that Windows Mobile had missed a "whole generation of users" before promising that Windows Phone 7 would stanch the bleeding.

There's one enormous difference in Chowdhry and Ballmer's analysis, however. Ballmer was talking about Microsoft's mobile strategy; Chowdhry is referring to Microsoft's bread and butter: Windows.

Chowdhry notes that companies are increasingly allowing workers to choose between Macs and Windows PCs — and the percentage of employees opting for Macs is rising.

He also noted that the same trend is happening among college students, with 70 per cent of freshman going Mac — an increase of 10 to 15 per cent from only a year ago. This generational loss, Chowdhry opines, is bad news for Redmond, for when those students move from classroom to office, the odds are high that they'll pick Macs when given the choice.

Such pessimism is having its effect on Microsoft's stock price, which hit a 52-week peak of $31.58 in late April and is currently hovering around $25 — a 20 per cent decline. ®

Secure remote control for conventional and virtual desktops

More from The Register

next story
Microsoft boots 1,500 dodgy apps from the Windows Store
DEVELOPERS! DEVELOPERS! DEVELOPERS! Naughty, misleading developers!
Apple promises to lift Curse of the Drained iPhone 5 Battery
Have you tried turning it off and...? Never mind, here's a replacement
Mozilla's 'Tiles' ads debut in new Firefox nightlies
You can try turning them off and on again
Linux turns 23 and Linus Torvalds celebrates as only he can
No, not with swearing, but by controlling the release cycle
Scratched PC-dispatch patch patched, hatched in batch rematch
Windows security update fixed after triggering blue screens (and screams) of death
prev story

Whitepapers

5 things you didn’t know about cloud backup
IT departments are embracing cloud backup, but there’s a lot you need to know before choosing a service provider. Learn all the critical things you need to know.
Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
Backing up Big Data
Solving backup challenges and “protect everything from everywhere,” as we move into the era of big data management and the adoption of BYOD.
Consolidation: The Foundation for IT Business Transformation
In this whitepaper learn how effective consolidation of IT and business resources can enable multiple, meaningful business benefits.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?