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マイクロソフト、ネットブックのせいで収益が減少と指摘

Abe Olandres Editor-in-chief January 23, 2009 · 2 min read

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マイクロソフトの直近四半期の数字が発表されましたが、非常に厳しい状況です。そのため、マイクロソフトは今後18ヶ月間で5,000人の従業員を削減すると発表しました。これには本日解雇された1,800人も含まれます。

その理由について、マイクロソフトは一部がネットブックによるものだと述べています。

収益成長は、主に SQL Server および Windows Server の収益増加と Xbox 360 プラットフォームの収益増加によって牽引されましたが、PC マーケットの弱体化および低価格帯ネットブック PC への継続的なシフトに伴う Windows オペレーティングシステムの収益減少により大幅に相殺されました。収益成長には、為替レートによる好影響として 2 億 2,200 万ドル（1 ポイント）が含まれています。（出典：マイクロソフト四半期報告書 25 ページ、Form Q10）

驚きません。新しいネットブックを紹介するプレス発表会に参加するたびに、私が最初に尋ねる質問の一つは、Windows XP の寿命とそれがマイクロソフトの収益にどう影響するかです。

ご覧の通り、マイクロソフトは、Windows XP Homeに対して大幅な割引価格を提供することでネットブックメーカーと契約を結びました。私の推測では、定価であるPhp4,000ではなく、Php1,000からPhp2,000の間だったと考えられます。

その取引により、Microsoft はWindows Vistaおよびそれに付随するプレミアム価格での販売を阻止された。最終的に、Microsoft は通常価格の半額以下で XP のライセンスを数千万本販売できたはずだった。

私は、これはインテルにも同じ影響があると考えています。高マージンのCore 2 Duoを販売する代わりに、Atom CPUで$30以上を押し付けているのです。

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Abe Olandres

Editor-in-chief

Abe is the founder and Editor-in-Chief of YugaTech with over 20 years of experience in the technology industry. He is one of the pioneers of blogging in the country and is considered by many as the Father of Tech Blogging in the Philippines.

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36 Comments

TechChaser · 17 years ago

Microsoft is going nowhere its main competitors is readying a killer platform, HP and Oracle is in partnership to deliver the most powerful machine in this planet, this one is big and massive it could crush anything including Microsoft.

JC John SESE-Cuneta · 17 years ago

Interesting.

And still no one wants to use GNU/Linux. I guess, as long as XP is available, Linux will be ignored ;)

If gaming is the issue, go get a desktop :p

Angelo Panares · 17 years ago

I’m thinking Intel might also also go the same route on their Atom procs :)

elmer · 17 years ago

Hmm.. maybe Intel will use the same reason. Becasue of atom the demand for core proc declined that’s why they closed out their cavite plant

LinQed Potatoes · 17 years ago

imo, “partly due” will still lead to their marketing strategy. are they not thankful that xp is still in the market with all those netbooks sold?

if their marketing strategy in lowering down the price of the xp for netbooks is good then they need to wait until it’s a boom. they know that they are having a recession in their country, why not create a better marketing strategy to make their sales boost up?

as what i see in their strategy nowadays, they are only looking on the design of their OS, why not create a system in the current OS that they are marketing which will boost the business firm?

i am currently using windows 7 and i can’t use the whole system to better suits the needs of my business unlike xp where i can do everything. so what i do is to switch OS from time to time because i might see something in windows 7 that will make me switch to it fully when the commercial software is released.

issai · 17 years ago

noone’s buying these days. isn’t that the reason why they’re losing profit? netbooks could be just scapegoats.

they put vista on a emachines d620 laptop, and it’s cheaper than netbooks but haven’t seen these laptops sold lately ($300-$330 price range). i wonder why they stopped selling those.

well you did say “partly due”, so i guess they’re telling the truth.

Jacobato · 17 years ago

hmmm… actually, if ms wasnt allowed to play in the netbook market, lunix would have dominated it totally. glass half-empty or half-full? they should be thankful XP was allowed for netbooks by both component manufacturers and OEMs.

Angelo Panares · 17 years ago

I think the netbooks have succeeded in their objective of providing affordable, easy to use, no nonsense pc for the not so tech savy people as well as the always mobile minial users.

The linux desktop oses are a breeze to use for non-techies who just surfs, chats and types. Yet it is flexible enough to be able to install xp for the advance users.

The limitations on it are manageable considering its target market and how it is supposed to be used.

John · 17 years ago

Well i think one of the reason also for their weakening PC market is the expensive Windows Vista Retail Products. Windows Vista Ultimate Retail Version kicks up to 15k PHP. Many people can’t afford to lose that amount of money just to buy a 1-PC capable installer.

John · 17 years ago

http://matayog.com

John · 17 years ago

Matayog Online
http://matayog.com

Gerard Espinas · 17 years ago

Window Vista is one of the Microsoft’s technology blunder. I would say, it’s a failure! Will Window 7 turn the tide around for Microsoft?

calvin · 17 years ago

guess this proves that vista didn’t pan out for them. even some companies still haven’t switched to vista.

sylv3rblade · 17 years ago

Hmm.. I’m thinking how Windows 7 RTM will fair running on Netbooks at the moment with determine if the trend will continue.

XP is old ._. Let’s face it. I for one Welcome 7 on my MSI Wind

samarita · 17 years ago

the trend now is in Netbooks , because of the financial crisis many are now buying netbooks instead of buying desktops … maybe because of its lower price than desktop and its easy to maintain and the availability of wifi networks around has increased the trend in Netbooks thus leaving other Microsoft products untouched.

marion · 17 years ago

More reasons for MS to hurry up with its 7 release.

Andre Marcelo-Tanner · 17 years ago

still if the market is heading towards netbooks, economies of scale will make up for the lower priced xp. vista runs slow enough on the fastest systems, why put it on a netbook :)