Most Helpful Customer Reviews
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4 of 4 people found the following review helpful:
4.0 out of 5 stars
Valuable information for an analyst, August 12, 2008
Mary Jo Foley has made a valuable contribution to investors and stock analysts. This books makes it easier to understand Microsoft's background, which kinds of business models does Microsoft employ to make money, and the future evolution of these models. This book is helpful if you are going to estimate future cash flows and calculate the intrinsic value of the company. Whichever tools do you have to your disposition as an analyst, this one is a worthy addition.
The author has done great job summarizing miscellaneous (and sporadic) sources of information like various speeches, blogs, and articles. She has also used Microsoft's SEC filings like annual and quarterly reports.
First, she introduces the reader to terms used by Microsoft, e.g. what is "eXperience", "S+S", "Office Live" and so on. Rather than copying vague definitions from the website, she really makes the reader to understand what lies behind these terms in a neutral manner.
Then, she focuses on key people of Microsoft, near-term products of Microsoft, and then devotes the most of the book to the business models. She is not a Microsoft insider and didn't have support from Microsoft key people while writing this book, thus she uses neither overly optimistic nor pessimistic voice: she is quite neutral. The fact that she is not an insider is also good because she doesn't have to do any promises that she have to keep.
There is a useful "annotated reading list", which list blogs which you might want to read to keep in touch with Microsoft. This section also lists some books, but they are quite old and are interesting only in historical perspective.
The only disadvantage of this book is that is somewhat small: more analyses and figures would have been useful for better understanding of the business models of Microsoft.
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5 of 6 people found the following review helpful:
3.0 out of 5 stars
Not for Tech News Geeks, September 16, 2008
After reading Microsoft 2.0, here are my thoughts:
If you are a geek that reads Slashdot, Digg, and other technology news sites, it is most likely that this book is going to bore you to death. It's filled with information you most likely already know. I usually enjoy reading tech-related books, but this was the first time I was completely bored reading. I don't blame the author, she could only work with so much.
This book seems targeted at people that don't keep up with the tech industry.
Also, the author lacks the knowledge of Microsoft's gaming division and their XBox Live efforts. One could tell from reading her thoughts on XBox Live that she truly didn't understand the service. However, Microsoft is a big company, and it will be difficult for a person to be knowledgeable in all areas.
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5 of 6 people found the following review helpful:
5.0 out of 5 stars
Thought Provoking Insights, June 1, 2008
Do you work at Microsoft, at one of their partners, or competitors? Own their stock? Then this book is for you. Most people count Microsoft out in the age of Google and the Web, but not Mary Jo Foley. She writes an honest, fair, and balanced book on where Microsoft is headed based on their current trajectory and her knowledge from covering the company for 20 years. Mary Jo takes you on a tour of who the new players are in the post Bill era (and there are some surprises) as well as gives detail on the current product line and what they mean in the "Web 2.0" era. Then she focuses her attention on products and services under development and how they fit into the new era. She has done a great job peering into the future with her predictions on future directions and business models for Microsoft.
This is a great read and an important book for anyone who deals with Microsoft, friend of foe. (Tip, read the footnotes, there are great nuggets of information in them!)
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