Para quem acha que o Tio Bill n�o est� preocupado com o linux e
competidores, vejam isto (est�o que nem as organiza��es Globo,
sobrevivendo do segmento monopolizado):
http://zdnet.com.com/2100-1104-966219.html
"Office, Windows cover Microsoft losses
By Joe Wilcox
Special to ZDNet News
November 19, 2002, 5:46 AM PT
Four of Microsoft's seven business divisions lost money in the most
recent quarter, according to financial statements the company filed last
week.
In the routine filing with the Securities Exchange Commission, the
company also revealed Windows desktop profit margins were as high as
nearly 86 percent.
...
The business units making up Windows and Office brought in $4.88 billion
in profits for Microsoft. But $830 million in losses for the four other
divisions reduced earnings to $4.05 billion, according to Microsoft's 10-Q.
"For Microsoft, this shows there are some businesses that are almost
start-ups for them," Gartner analyst Michael Silver said. "Those
businesses are basically funded by Windows and Office."
...
Unit Revenue Profit/(Loss)
Client* $2.89 billion $2.48 billion
Information Worker** $2.39 billion $1.88 billion
Server Platforms $1.52 billion $519 million
MSN $531 million ($97 million)
Home and Entertainment $505 million ($177 million)
Business Solutions $107 million ($68 million)
CE/Mobility Group $$17 million ($33 million)
Total $7.74 billion $4.05 billion
* Includes Windows OS ** Includes Office
For the first quarter, the Client, Information Worker and Server
Platforms groups pulled in profits of $4.88 billion. The two desktop
groups--Client and Information Worker--brought in $4.36 billion in profits.
"Windows and Office still remain the cash cows," Silver said. "This
shows why Microsoft is afraid of Linux and StarOffice--because they
threaten these cash cows and the means of expanding into new business
opportunities."
By contrast, MSN lost $97 million on $531 million in revenue; Home and
Entertainment lost $177 million on $505 million in sales; and Business
Solutions lost $68 million on $107 million in sales. The CE/Mobility
Group, which includes Pocket PC and Microsoft cell phone software racked
up $33 million in losses on sales of $17 million.
Still, some of Microsoft's loss leaders showed improvements. During the
same period a year earlier, MSN losses reached $199 million on revenue
of $431 million; Home and Entertainment lost $39 million on $74 million
in sales; Business Solution losses topped $68 million on sales of $236
million; and the CE/Mobility Group lost $48 million on $14 million in
revenue.
For the first quarter, the four money-losing business units combined
accounted for $1.16 billion of Microsoft's $7.74 billion in revenue, or
about 15 percent. But the groups only sapped Microsoft profits by about
8 percent.
Windows tops Office
The more startling statistic may be the continuing trend of Windows
becoming more important to Microsoft revenue and profit than Office.
During the first quarter, the Client--or desktop Windows--group
accounted for 37 percent of revenue and 61 percent of profits after
factoring in losses from four other divisions. Information Worker, which
is largely made up of Office, accounted for 30 percent of revenue and 46
percent of profits. (Losses in other groups allow profit figures here to
add up to more than 100 percent.)
A year earlier, the Client group represented 34 percent of revenue and
58 percent of profits compared with the Information Worker unit's 31
percent of revenue and 51 percent of profits.
"Windows is again a bigger part of the income component than Office,"
Silver said. "This is a significant change from a few years ago when
Microsoft derived most of its profits from Office."
Silver noted that both products benefit from two advantages: huge market
share in their respective categories and recent changes to how Microsoft
licenses software.
...
By contrast, Windows Server, which according to IDC held less than 50
percent server market share in 2001, had 34 percent profit margins. A
year earlier, Windows Server profit margins topped 26 percent.
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