Feeds

Ballmer's 'lost generation' note finds resonance

Bad, getting worse — for Windows

3 Big data security analytics techniques

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. ®

SANS - Survey on application security programs

More from The Register

next story
OpenBSD founder wants to bin buggy OpenSSL library, launches fork
One Heartbleed vuln was too many for Theo de Raadt
Got Windows 8.1 Update yet? Get ready for YET ANOTHER ONE – rumor
Leaker claims big release due this fall as Microsoft herds us into the CLOUD
This time it's 'Personal': new Office 365 sub covers just two devices
Redmond also brings Office into Google's back yard
Ubuntu 14.04 LTS: Great changes, but sssh don't mention the...
Why HELLO Amazon! You weren't here last time
Patch iOS, OS X now: PDFs, JPEGs, URLs, web pages can pwn your kit
Plus: iThings and desktops at risk of NEW SSL attack flaw
Next Windows obsolescence panic is 450 days from … NOW!
The clock is ticking louder for Windows Server 2003 R2 users
Batten down the hatches, Ubuntu 14.04 LTS due in TWO DAYS
Admins dab straining server brows in advance of Trusty Tahr's long-term support landing
Red Hat to ship RHEL 7 release candidate with a taste of container tech
Grab 'near-final' version of next Enterprise Linux next week
Apple inaugurates free OS X beta program for world+dog
Prerelease software now open to anyone, not just developers – as long as you keep quiet
prev story

Whitepapers

Securing web applications made simple and scalable
In this whitepaper learn how automated security testing can provide a simple and scalable way to protect your web applications.
3 Big data security analytics techniques
Applying these Big Data security analytics techniques can help you make your business safer by detecting attacks early, before significant damage is done.
The benefits of software based PBX
Why you should break free from your proprietary PBX and how to leverage your existing server hardware.
Mainstay ROI - Does application security pay?
In this whitepaper learn how you and your enterprise might benefit from better software security.
Combat fraud and increase customer satisfaction
Based on their experience using HP ArcSight Enterprise Security Manager for IT security operations, Finansbank moved to HP ArcSight ESM for fraud management.