Analysis: Bing keeps Microsoft below weigh and PC gains are tips

Microsoft said that it has sold now more than 400 m Windows 7 licenses. Photo: Justin Sullivan/Getty Images

Following Microsoft blockbuster financial results on Thursday night, you look a little closer at Microsoft online services - which continue to a hole that eats everything just resemble, which is thrown into it. Above all, money.

Here is the chart:

Microsoft online services earnings after quarter of calendar 2005 - 4Q 2Q 2011 calendar

Any way you cut it, that is not good. Revenue is about flat and continue at a greater level than revenue - so of the first quarter sales was losses $62 m and the losses were 728 m.

True, Microsoft invested heavily in the cloud services (are part of the online services) - Office 365 has an overall positive reception - but at some point, the supertanker has either to turn or fall into a black hole and everything you start really suck (to metaphors in a terrible way mix) it is.

Saw what positive in the fact that Sequentlally revenues for the quarter, but rose as the chart shows it about 20% of the peak times, which were in the October 2006 - June 2007 analysts (the covering large three quarters in the middle).

And let us also refer to my predictions about Windows sales and profit from blog post a few days ago.

At the time calculated mulling Microsoft's claim on 400 m Windows 7 licenses have sold, I, on the basis of Microsoft's financials last numbers:

Going to Microsoft's own financial results (numbers come from the fourth quarter until next week), three-year average sales per Windows PC sold is $56.47, and profit is $39.91.

Close the two scenarios and the following result for the Windows Division:

• 75 m PCs sold: revenues: $4. 23bn; Enjoy $2-. 99bn

• 80 m PCs sold: revenues: $4. 52bn; Profit: $3 billion.

In the case, we know that there were a total of 81.2 m (Gartner) or 80.4 (IDC)-Windows PCs sold in the quarter. Call it 80.8 m for comfort. By my math, you will find Windows Division, which had revenues of $4. 56bn and profits of $3. 22bn then.

In the event, it was $2. 94bn (drum roll) $4. 74bn and profit. Benefits lower turnover (4% higher than the model), (9% as the model).

Why could that be? Since the prices of Windows down pushed are even while the sales. This is the China-effect, that it is more piracy in China, but it is also the place (along with India and other Asian countries), where the sale is booming.

Yet Microsoft Office, can that needed only an installed base, now in the direction to make 2 billion money reliable, even though Windows left in the device.

Meanwhile, Apple announced that it 1 m times OSX lion was sold in its first day. This is a whole lot. Of course, now can you argue about whether, which caught up with Windows 7 (to do quite a bit) or is always a head start on Windows 8. Of the performances of the two, I think that it is more like this. And what will Microsoft Pro-PC sales and profits look is ready by the time Windows 8?

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Boot-up: Twitter strategy 'a mess', color spurns $200 m Google deal, and much more

Quickly to chew over, as picked by the technology team burst of 8 links for you

"When introduced was Twitter the last time a killer feature?" Photos? We know how the work should not once again. "And we entrepreneurs with Instagram see for what it's value to much, so there is obviously something broken with Twitter photos."

Arrington says that the color should have taken the deal.

Gruber says: "I'm not, pick data raisins." I'm just watching, based on Apple's sales and Google activation data that the Tablet market today not everything sees how the Smartphone market is ever did. The iPad to enter Tablet market. The result was the Tablet market. "The iPad role on the Tablet market more resembles the iPod role in the digital music player market than the iPhone's role in the 2008 mobile phone market a decade ago."

Separately, Oracle won permission to question Larry page about his knowledge of the Google's relating to alleged infringement of patents, the Oracle was so grave has the popcorn.

Oracle and Google inappropriate positions on the scale of the damage to a high-stakes patent battle Android operating system have taken over, said a US judge in court.

"Both of you ask for the Moon and should be more appropriate," US District said judge William Alsup in a testy hearing on Thursday.

Ouch. Search engine land chief tells it like it to be: "for one, you know that Twitter and Facebook, which support both brands and there were of course for this request." You do not, that implement the support. "To you bad."

"According to June 21 by Boston-based market research company of Strategy Analytics released, global Tablet shipments reached 15 m units in the second quarter of 2011. Apple of claimed first position with 61% share-down by 94% a year earlier." "Tablets, Android, now on 30% operating system share of 3% in the year before second quarter zoomed executed."

Note that is not revenue shipments. Mary Jo Foley points out just because it delivered is not meant that a retailer has left it to shelves.

"Fujitsu today announced that the new Windows ® 7 F - 07 C-are mobile in Japan by NTT DOCOMO Inc. from 23 July 2011 available."
"The F-07 C mobile phone with Windows ® 7, paragraph 1 is the world's smallest PC(2) that fits in the Palm of the hand."
"F-07 C is as standard with a two year license for Microsoft ® Office staff 2010-an important business tool and other basic PC functionality, in addition to cheap mobile phone functions such as such as Osaifu-Keitai." "The combination of PC and mobile phone functions, F-07 C door and gate for a number of new opens."

Contains images. (Go on, take a look) Need heroic vision and finger from secondary, to use one of these. Atom processor (natch). Claimed battery life: "~ 2 hours in Windows 7 mode." We'd like to see.

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Boot-up: Smartphone snakes, IOS provides, revealed patents and more

This is what hurt Apple's patents on HTC phones. Mobile phones other Android's next? Photo: Robert Galbraith/Reuters
A burst of 12 links for you to chew over, as picked by the technology team
"Where you have been outbid, you have to you has been sleeping with spoke - secrets which people would share even with their closest friends are not in a device, you better than white spills each familiar."
"Apple may have publicly denied that it is tracking people via their iPhones but the police and private forensic experts have saved any contrition about unlocking the secrets in smartphones."
"Last year, the policing Agency placed improving cell phone teaches evidence in the top level of the training requirements for officers, evidence they secure put together by cell phones, with 3500 officers, expected in the year that take the course."
Shipping delay up to 1 to 3 days instead of one or two weeks, as they were in April.
"Q: which is still quite remarkable - get the most news sites almost completely trolling or offensive comments." What is transformed it over the Internet, the people of assholes? "A: I think anonymity;" They think that they can get away with it. Anonymous speech - like whistle-blowing - definitely has a role in the company, but any time you anonymity people can introduce free assholes. How I grew up in Los Angeles, and if you are in a car in Los Angeles with 8 million other people, you are completely anonymous; People drive horribly. And then you move to Oregon, and everyone is waving at people drive much nicer and other. I see that the online - is it as you can what level of anonymity, is as much garbage, you're going to get. "
"It turns out that two patents have already been confirmed in this way." A patent covers the editing of data structures with user input (that is, if you on a mobile phone display a number increments, which is patented tap). The second patent includes "Real time processing serial data transmitted" - Although that sounds at first like a patent, it may be all of the slides software level of abstraction of real time operations (such as driver) include hardware. For more information about the FOSS patents blog. "The result is that if it is formally approved, Apple could either be a license for all Android powered devices, HTC they sell fee (if you consider the HTC for exactly this reason already pay Microsoft royalties is) or prevent that HTC import Android powered devices at all in the United States." "The latter measure may be issued as little as three or four months."
"Friday's Apple won a round in his court fight against Taiwanese phone maker HTC, when an International Trade Commission judge ruled that HTC Android phones violate two Apple patents." "The verdict is HTC appealing."
It's all about patents at the moment.
Useful for any time Twitter for good should scratch anything.
Kootol of the software patent "universal knowledge management and desktop search system" - is now safe to pass through the US Patent Office (aptly a set) and be approved. The USPTO has been asleep for the last 10 years? Google Desktop Search? Anyone?
"44,49 Million units reached Taiwan-based notebook maker invoice in the second quarter of 2011 with a sequential increase of 8.5%, better than the 5.6% growth in the same quarter a year ago." The shipment growth in the second quarter of 2011 was above all that from one million units by the Intel Classmate PC Venezuela, while the demand from the consumer notebook market remained low and incident, the delays in the movement of new notebook models, did not significantly Intel's chipsets, broken the notebook manufacturers, according to DIGITIMES Research benefit senior analyst Joanne Chien. "
Also: Broadcasts of MacBook Airs grew by 300,000 up to 1 m, and 30% of Apple's total notebook shipments were. That is a lot.
Our story about developer a discussion on reddit about what is and not software pull through back causes of U.S. app store due to the software patent fears, patentable. Insightful.
Hockenberry like the Internet as a medium for the distribution; "But this advanced distribution is also our business at risk: there are people in this new market to claim the right to a part of our hard work." Either by patent or, developers are this new find copyright infringement costs of proceedings be too onerous.
"The scary part is that these violations with any part of our products or Web sites can occur: things that one would never imagine, is a violation of someone other intellectual property." It feels like coding in a mine field. "From our experience, it is quite possible that all revenue for a product of legal costs can be eaten." After years of pouring your heart and soul into this product it is devastating. It makes you question why the hell you are in the business: If you can pay salaries of sales of products, there is no point in building there are in the first place. "
All Revenue? Scary.
Long interview; We will cook time-starved it up on a few lines for that.
Stephen DeWitt: "corporate synergy..." Laser focused... excited... Possibilities... Channels... compelling... clientized... Take advantage of the experience... meaningful relationships... passionate... a few things that we have not right to clearly communicate... "Push-back... tethered relationship..."
Rubenstein: "I would focus of my time in the future, WebOS is more."
Only obvious to American readers: "Verizon has already started cutting down on tethering by removing applications from the Android market, but today it has a much larger step by releasing an update for the HTC thunderbolt that blocked it by unauthorized tethering." Droid free of charge and LG revolution next in line. avoid the update means not get gingerbread (Android 2.3) support later.
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Apple stores: a steamed 10-year anniversary

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California has 49 Apple Stores. France has seven: Photograph: Elise Amendola/AP
Apple and understatement aren't close relatives. Not that they don't have a right to strut a bit: after all, under its returning co-founder, Apple 2.0 performed the most stunning corporate turn around ever – and shows no sign of slowing down. As a result, product launches, developer conferences and quarterly earnings announcements all turn into opportunities for the company to blow its own horn.
So, when the 10th anniversary of the first Apple Store came by, I expected a big celebration: fireworks, decorated stores, laser engravings on anniversary edition iPods, a coffee table book with a Steve Jobs foreword, a speech, a video … Yet, on 19 May, nothing happened. At least publicly.
All we got was a leaked internal poster celebrating 10 years of achievements and learnings:

An eyeful or an eye-chart. You can get a more legible PDF version from ifoAppleStore.com. Or, courtesy of Tech Evangelist Joey deVilla, a version obligingly rendered in text with paragraphs. Longish as it might be, the document is worth reading: it rings true and proud; it is a manifesto of Apple's retail philosophy – and of its impact on the entire company.
I decided there had to be a reason for the official silence. I wanted to make the anniversary a Monday Note topic, but hearing the silence and unable to ascribe a meaning to it, I decided to bin the topic for a while.
The wait didn't last long: Ron Johnson, Apple's senior vice president of retail operations, announced his departure right after the 6-10 June WWDC. Divorce papers the morning after the anniversary … The muting of the celebration made (some) sense.
But why did Ron Johnson leave?
Under his tenure, Apple Stores has become the envy of the retail industry, breaking one record after another: revenue per square feet, year-to-year growth, store size, foot traffic and architectural design. (See here for a neat set of Apple Store statistics.)
With such a record, one can easily see Apple's "retail guru" standing up, declaring "My Job Is Done" and leaving on a high note.
Then, sparing us the rote "spending more time with my family" explanation, Ron states he always wanted to be the chief executive of a major retail chain. JC Penney just happened to need a new chief, this was an opportunity to fulfil a long-time ambition, to become his own boss.
All very logical, but, for a number of reasons, the polished tale doesn't quite ring true.
First, with 326 Apple Stores, the job isn't quite done. Exceedingly well done so far, but not complete. For example, after the US, China is now Apple's second market, it is where Apple experiences its largest year-to-year growth. According to ifoAppleStore.com, the site that does an excellent job of documenting the life of Apple Stores, Apple will open 25 more stores in China by the end of 2012. My own observations of Apple's third market, western Europe, lead me to believe Apple is very far from reaching saturation there. For example, with a population of about 36 million, California has 49 Apple Stores. France, with a population of 62 million, only has seven. Per capita GDP differences ($47K vs. $34K yearly) don't account for the disparity. We can safely assume this applies to western Europe as a whole, showing how much headroom Apple Stores still has there.
No one knows what the saturation is, fortunes have been lost by those who believe trees grow to the sky, but there is no reason to consider Apple Stores is "done". One could just as easily call today's Apple Stores network ''a good start''.
Second, Apple Stores is always evolving. This gets us much closer to the real explanation than my previous point. The never-ending stream of changes, the attention ranging from architectural design to minute furniture details all bear another man's imprint: Steve Jobs'. We'll recall he picked Bohlin Cywinski Jackson as the architects for Pixar's elegant headquarters – and kept using the firm for most Apple Stores building or renovation projects. In the process, several Apple Stores became architectural icons. Then, when it came to interior design, Jony Ive, Apple's senior vice president of industrial design took a lead role.
For the ever-changing details, watch Jobs proudly take us through the first Apple Store in this 2001 video. And compare with today's setup.
For amateurs of minutiae, ignore the main checkout podium where MacBooks run transactions and, instead, take a look at a standard product display table. Your friendly Apple Store employee just performed a painless cashectomy using the newer iPod Touch-based portable point-of-sale terminal. Now, where is the printer for your receipt? Affixed under the table's main board, upside down, invisible. No unseemly display of non-Apple appliances. For the occasional cash transaction, foreign visitors mostly, a few tables also carry a barely visible cash drawer cut in the side.
Recently, stores reduced space dedicated to accessories, peripherals and, with the Mac App Store in mind, boxed software. This resulted in more room for something called Personal Setup, where an Apple employee helps a customer get started with his/her new purchase.
You get the idea: "Apple", meaning Jobs, is never satisfied, always looking for ways to improve its stores or, for that matter, anything else Apple.
In the end, in spite of his signal contribution to Apple's success, Johnson must have felt disenfranchised. Coming in, he brought with him expertise and contacts "Apple" didn't possess. Over time, Jobs' keen interest in the matter turned into heavy involvement in every facet of the operation. Apple Stores became Steve's brainchild, not Ron's. Hence his decision to look for an opportunity to be really in charge, as opposed to working for a gifted, focused and strong-willed visionary.
Now, why did Ron Johnson pick JC Penney?
He doesn't need the money, we're told he made about $400M working at Apple. And JC Penney, to say it politely, isn't the most attractive of US retailers. Once an American icon, JC Penney is now a tired chain. All the better, some say: Ron Johnson will bring some of the Apple magic and revive the company. This is drawing a very superficial comparison: the two kinds of retail establishments couldn't be further apart. Apple runs with a very small number of SKUs (Stock Keeping Units), a very short product line. Conventional retailers tens of thousands of different products. Apple is willing to spend tens of millions on a single store, JC Penney never did and very likely never will. Apple products are often elegant, if not iconic, not something that can be said of JC Penney's merchandise.
Further, it looks like Ron's CEO title isn't exactly endowed with full meaning: Reuters and the WSJ let us know his role will be "limited", at least initially, "focussed on marketing and merchandise selection, while Ullman [the real chief and chairman] will oversee the more common executive responsibilities of accounting, finance, corporate strategy and logistics …"
The Ullman in question is Myron (Mike) Ullman, age 64, a veteran retail executive with experience at LVMH's DFS (Duty Free Stores) business unit and RH Macy, among others. He also sits on the Board of Directors of companies such as Starbuck's and Global Crossings, and of several Bay Area charitable organizations.
Another unexplained datum is Ron's start date: 1 November. The most likely but hard to confirm explanation must lie in a paragraph of his Apple exit agreement.
When that date comes, we'll see if Mike Ullman really handles the reins to Ron or if the Apple alumnus finds himself working for yet another strong-willed boss.
Back to the Apple Stores and to Ron Johnson's legacy: quoting David Berman and his quarterly DeeBee Index, USA Today reports Apple contributed to 20% of "all sales growth by publicly traded retailers in the US", this for the first three months of 2011. One has to qualify the number a bit: it relates to publicly traded retailers only, not to the entire US retail sector. Still, keeping in mind the likes of Walmart are all publicly traded, Apple's share is surprisingly high.
We'll now more in a few days, when Apple releases its numbers for Q2, the April to June 2001 quarter.
— JLG@mondaynote.com
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Boot-up: Ordnance survey for Vince cable, reddit, and Twitter spam gold

Vince cable cares ordnance survey photography: Steve Parsons/PA
Quickly to chew over, as picked by the technology team burst of 10 links for you
"The Prime Minister has announced today that the ministerial responsibility for ordnance survey, in addition to land registry office and met passed Office innovation and skills (BIS) to the Department for business."
"Move the Government to the ordnance survey and the Government of customer functions by the Department for communities and local government."
"BIS Permanent Secretary, Martin Donnelly, welcomed the movement, creation of a public data Corporation (PDC), marked a step in the direction have been announced for the Government in January of this year."
Ordnance survey was never quite useful within DCLG. It will be interesting to see who is his ministers.
"Basically, I think that Twitter priorities are wrong here." Twitter needs a far more aggressive, automated, proactive, heuristic-based anti spam system. And if someone has the price have trouble getting legally tweeting, is not a link without text up to 100 people in a row, who follow them precisely 1 minute intervals only we pay.
"In the meantime never feature 'report spam' again, I use because it seems, as I waste my time am exactly."
This however assumes that spam on Twitter actively annoys people. There is no amount of prove, that it does though, because in contrast to e-Mail has reached not to the point where it significant share of a timeline - and every single spam account has actually tweeted the same person twice?
"More than 48 m mobile users accessed cards on their device in may, marking by 39% over the previous year." "A comparative look at map use under fixed Internet users (i.e. access to from a home or work computer) found that visitation may 2011 compared with the previous year plunge into a slight drop in the total audience 2%, and at the same time a much larger audience of 93.8 m visitors saw this show."
Give him a few quarters and mobile desktop.
"I have been for the most part, she use Android phones and tablets since the beginning, and I love." They work fine most of the time and are a pleasure to use. This is the case, until something goes wrong, and as [ZDNet colleague] discovered Scott, it is usually the result of a Google partner something on a specific device to change traffic jams to the pipes.
"I suspected this was the case, and it was proven to me when I switched recently to the Samsung nexus S 4 G." The nexus-S Google's flagship phone, and as such it bypasses all Samsung adjustments in favour of the stock Android running. This has a user experience led better than I, with other Android devices have experienced. "The operation of the phone is perfect, and the performance is stellar in every respect."
Perfect? Wow, that's pretty benchmark.
"In a note to investors Monday repeated report that research in motion may be plans to stop production of the BlackBerry textbook Wi-Fi model RBC capital markets Managing Director Mike Abramsky an OTR global." The Wi-Fi version of RIM Tablet research in motion is the only version currently manufacturers. "The reasons for the setting of the Wi-Fi Edition, Abramsky says, could be used to a pullback in production, a move that would align channel inventory with slower than expected sell-through, with a focus on upcoming cellularly in addition to RIM playbook versions."
* May * be considered. But some commentators on the post to point out that you can get a used textbook for much less than the recommended retail price.
Note: RIM has this completely denied, tweeting: "Pure Fiction." No plan to cease. "In fact, WiFi PlayBook starts in new countries practically every week."
As soon as Wednesday what? Oh, you mean... sure. Wonder, whether it instead, delay on the day so that its financial results of the papers on Wednesday morning wash, and then press ENTER again on Thursday.
"According to British Etailer clove, which is ZTE Skate sale 19 go in the United Kingdom on September, and it is now for pre-order, up to a tantalizing £ 250 prize." "Has a solid £ 100 to £ 200 cheaper than similar in size to rivals such as the HTC HD desire and S2 of Samsung Galaxy, and it's probably cheaper to Orange, where it go on numbers like you for a still its subsidized price confirmed."
ZTE (a Chinese ODM enabled OEM) will be a force to reckon with in the Smartphone market. Microsoft and Apple, likely have dates already posted their patent attorneys.
"Today we can add one other strange planets to the list [of extra-solar planets, that perhaps we could up life]: 55 Cancri f, one of the five planets an orange dwarf some cancer orbit 40 light-years away in the constellation known."
"Institute of technology in Pasadena, California and a few pals have measured its orbit exactly for the first time Kaspar von Braun at the California." These guys are in a position to confirm that 55 Cancri f is a real candidate to support liquid water.
"they say, although this planet is much more elliptical than the Earth, it spends the most of the time (74 percent) in the habitable zone."
Cook so we would just freeze / to death three months of the year? Save us a seat.
A year ago, reddit introduced a subscription program "" reddit gold. Clear the show, more visible, to start some other interaction benefits, for $4 / month or $30.
So, how has it gone?
"SeaMicro built shook up the world of data center computing through energy-efficient server to Intel's low-power Atom chips, used in Netbooks and notebooks." "For the third time in nine months, SeaMicro leads to a different line of servers that and a quarter of the electricity can pack a lot of computing power in one-sixth of the usual place."
Impressive: the key is that it not only go on the CPU but also the other chips, that burn stream, to take the 2 / 3 of consumption.
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Associated: Rustock botnet reduced when Microsoft offers $250,000 bounty

If you know the Rustock botnet creator Microsoft you will be rewarded. Photo: Image source/Rex features
Microsoft has released a price on the heads of criminals behind Rustock spam botnet: $250,000. It may not quite a lottery prize of eradicating riches, but for many of those who could be on the edge of legality, which can, know who are the people behind the Russian-based network, there is a sufficiently tempting piece of fruit.
In a blog post, Richard Boscovich, senior Attorney at the company of digital crimes unit says that "we believe that the Rustock should be considered for their actions to the responsibility of Bot herders."
Rustock, Boscovich stressed, was a notorious spam generator able to produce up to 30 spam e-Mails per day. Despite the series in March, which reduced the number of infected machines of 1.6 m to about 703,000, is still a long way to go.
The worst infected countries prior to the game series were India (322,000), Russia (94,000), Italy (54,000), the United States (86,000) and Turkey (89,000).
They are then India (99,000), the United States (56,000), Turkey (50,000), Italy (32,000) and Russia (27,000).
Boscovich adds that "Microsoft has already been of strong prove in our ongoing research has collection and this reward aims these efforts one step further." We will continue in this case follow, where it takes us and continues to work with our partners around the world to help, again over their Rustock infected computer. (For free information and resources to help clean your computer, please visit support.microsoft.com/botnets.)
Here are the cards (generated by OpenHeatMap of the number of infections.) Apart from the fact that the United States is moved from the second largest number of infections to the fourth-largest, there is not much change between the two. Perhaps surprisingly, India, remains the place with the most infections. The surprising missing? China. We want to know why it show up not there.
Ago...
Rustock infections by country, prior to take-down
..and after
Rustock infections, from country to country, according to take-down

How did they do? Twitter mood for 'Murdoch', 'Wood gate' and 'Wendi Deng'

How do things for Rupert and James Murdoch in Twitter view? How not too well, you might think. According to Twitter sentiment app engine moved their appearance most negative analysis - how you below, the results of the search for the Hashtag # hackgate and "Murdoch will see".
The idea of sentiment analysis is that you take a particular piece of text and find out, from the words used, and how they are put together, whether they express positive or negative feelings are about a certain phrase. It is a complex but promising research - especially for brands that know what to say to people about it on social networks. "They love us or they hate us on Twitter/Facebook/where?" That's what the marketing people need to know.
So here we go for "Murdoch", given the fact that they were pretty busy on Tuesday... Red is negative, green is positive.
Twitter sentiment analysis for 'Murdoch': mostly negative
And now for "# hackgate" on Twitter:
Sentiment analysis for "# hackgate" Twitter: negative
But.... Michael Brunton-Spall, one of the developers of the guardian, emphasizes the weakness in the analysis. He did a search on the phrase "News of the World" and concludes that it is "basically useless":
He says: "from the first page-"

' I really hope that news of the world-9/11 victims not hack' phones. I would be very excited. "

"is negative."

"' Mrs. Murdoch joined the Pieman ass." Bad news of the world has also disappeared. What a headline.'

"is negative."

"'@ _staralfur_ for the news of the world with headlines such as the works should.." Oh wait: p'

"is positive."
His conclusion: "Tweets are too small to analyze semantically, and the surrounding context is not specified, so it pretty much is an impossible task."
But he has good news: "nice [Devexpress] Although."
Then again.... If you are looking for Wendi Deng, a one-woman's rapid reaction force...
Twitter sentiment analysis for 'Wendi Deng': mostly positive
Hmm, mostly positive... That seems to reflect many peoples reactions to their intervention. To who else a Twitter sentiment analysis engine offer?