kowenicki said:
Reasonable said:
kowenicki said:
MS doesnt operate like that.
And GS are ignoring the synergy that LIVE will bring in time.... basically they dont understand the MS strategy at all.
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Sure, poor Goldman Sachs clearly have no chance of understanding MS strategy at all.
Right...
MS do have a somewhat muddled strategy and this is being increasingly noticied in the industry. They are still hugely successful of course, but their strategy is distinctly fluffy at the moment and they've been caught napping plenty of times in recent years and had to scramble to respond.
MS is a good company, but seriously people need to stop assuming they are some sort of genius operation with every move thought out because they clearly aren't. There strategy across their various entertainment and mobile devices has been very, very patchy and is littered with failures for every success, and they haven't yet - as GS rightly call them out on - explained or even shown they have a strategy across their corporate/home divsions and solutions.
I take you point on Live, I made just the same point a few posts earlier and I do think GS should look more closely at Live's place in the equation, and I suspect GS is looking a bit too short term vs longer term, but it seems clear to me from reading their entire piece plus various industry (not videogame but corporate industry) sites that GS have a pretty good handle on MS, and it's a view many corporate analysts share.
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I deal with these people every day of every week... trust me they are noweher near as knowledgable and up toi speed as they try to make out... Perhaps your experience is different than mine?
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I doubt they're that knowledgeable but I also doubt (in fact pretty much know) that MS are hardly as organized as you imply and that when you state "at all" you clearly have to be wrong.
I'm just calling out what I hope is a rare, fanboy sounding post from you. To state something like that is clearly wrong, and clearly overstates MS own strategy.
MS in the analyst eye has been on a bit of a downward trend for a number of years and its shares are hardly anything exciting anymore. They have a lot of muscle and a lot of power, but right now they are clearly unfocused, 360 here, Kinect there, Zune over there, Office here, Windows 7 there, trying to attack Android over here...
They lack clear vision and GS are surely right (and hardly even alone) in calling them out for that.
At the end of the day, whatever we think of them the analysts have an impact on MS and being downgraded isn't anything MS will be happy about.
I like what they've done with the Slim, that's what the 360 should have been at launch, but overall as a total entity I find them to have lost their way somewhat and to have entered into too many disconnected battles across too many disconnected battlefields.
They need a CEO with far more vision and clarity than Ballmer, that's for sure.
