Rob Enderle Result Quotations

IE has been frozen for a number of years largely at the request of large corporations that didn't want to upgrade and impact the stability of their systems. The result was that new browsers were able to spring up and begin taking market share.

Pretty much across the board people are saying that Microsoft is dysfunctional. They are not cooperating across business groups, ... The end result of this reorganization is to fix that ? to get it so people who should be cooperating are cooperating, so they can start focusing on competitors instead of competing against themselves.

I can't think of any company in the consumer space that will get hurt as a result of the delay.

Given the fact that the desktop market space is predominately Windows, the results show an unusually high degree of dissatisfaction with the existing product and . . . a willingness to move to something else -- almost anything else -- to relieve their pain.

He's really getting the financials and operations in good order and making strong management and organizational decisions, as opposed to going after every opportunity on the planet. Those decisions are very hard to make, because a lot of folks only want to acquire companies, and the end result is a complex mess that can't be managed.

When a market is this tightly fought, any price drop in a component results in an immediate drop in hardware price.