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noname2200 said:

Certainly, and I apologize for not doing so sooner. I won't be able to give you all the sources, since many of them are in print or were read by me quite a while ago, but here's one from last year that I scrounged up fairly quickly.

http://seattlepi.nwsource.com/business/309852_software02.html

Here's a sample for Q2 2008 (Q1 was good, and obviously, the full-year report isn't complete, and won't be until April 2009).

http://www.dailyherald.com/story/?id=179255

Other recent reports have been fairly negative. The Wall Street Journal and my local paper, the Mercury News, routinely post pessimistic stories about Microsoft's outlook (although the latter is a Silicon Valley paper, so some bias towards the locals should be expected). There are others that I can scrounge up, if given more time.

Again though, I want to reiterate that Microsoft isn't going down anytime soon. However, they are slipping from their high, and there's investor pressure on them to find their focus again. How Microsoft will respond remains to be seen, but I think the Yahoo! situation is a strong indicator: right now Balmer prefers to buy their way into a market, rather than start from the grass roots and grow from there. But I'm getting off-topic here, so...enjoy the links?

 

Thanks, I tried to google this stuff but I couldn't find anything.  I guess I am a search noob.  Interesting stuff.