Telstra has revealed the addition of almost one million new mobile services in the six months to December 2011, but Sensis revenues plummeted 24 percent in 12 months.
There was a very funny movie made about 20 years ago called The Money Pit. The lead character, played by Tom Hanks, is renovating a ramshackle mansion and asks the builder how long it will take to complete. The builder replies casually, "Two weeks." Months later, Hanks' character asks the same question, the builder gives him the same answer, and they both laugh ironically. Microsoft reminds us very much of that builder.
The interesting thing about the latest announcement from Microsoft that
the long awaited release of Office 2007 is going to be delayed a few
more months is that there appears to be very little surprise in the
marketplace. There is some speculation that the release of the long
awaited Windows Vista will also be delayed. There is even some
speculation that Office 2007 is being delayed to stay in lock-step with
a further delay in the release of Vista. Whatever the case, no one is
surprised.
The fact of the matter is that the public at large long ago ceased to
take notice of Microsoft's promised development timeframes and release
schedules. Microsoft has breached so many deadlines in its history that
the public has learned to compensate. According to Microsoft, Office
2007, formerly scheduled for general availability in January 2007, will
now be released in "early 2007". Do we take that to mean that it could
be some time in March, April or May? Is that when we can expect Vista
as well?
The official explanation from Microsoft is that the delay in the
release of Office 2007 has resulted from feedback concerning the
performance of the product from Beta 2 and internal testing. The
question is, however, is Microsoft referring to Office 2007 or is it
really talking about Vista?
Some analysts claim that yet another delay will harm Microsoft's image
of being able to deliver products on time. Well you can't harm
something that you don't have. Others say that a further delay in Vista
and Office 2007 will not affect Microsoft's sales significantly because
users don't have a choice to buy anything else anyway.
This may be true, but revenues from Microsoft's two biggest money
spinners have flattened alarmingly in the past two years. Ray Ozzie may
be able to conjure up some magic to make Microsoft a growth force in
the internet space in years to come. However, until then Microsoft is
counting on Vista and Office 2007 to increase the angle of its revenue
graph.
David Bass
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