Computerworld covers the Microsoft partner conference:

Turner credited business partners for helping Microsoft's Exchange e-mail server to attract more than 2.5 million e-mail users that were formerly on IBM's Lotus Notes software. Over the past two years, Microsoft has released a series of tools for migrating from Lotus applications to Exchange. Turner said the company's goal this year "is to get 4 million Notes seats."
Given the revenue and seat growth we've had at Lotus, I find their stats difficult to believe, but they are only claiming e-mail migration -- not application migration.  So even with the "series of tools", there's still no star story about migrating the whole Notes platform.  In other words, Microsoft has successfully convinced some customers to waste money running two overlapping systems because of emotions and politics.  Congratulations.  Isn't this tactic getting pretty old and tired?

Link: Computerworld: Microsoft promises partners a 'feeding frenzy' on new software next February >

The rest of the recent news for Microsoft hasn't been very good, either:
  • A Forrester research report indicates that 25% of Microsoft customers won't renew their Software Assurance maintenance contracts and another 33% remain undecided.  From Computerworld, "Corporate users dump Microsoft's Software Assurance":
    "There are more in the 'mad as hell' category than I've ever seen," said [Forrester analyst Julie] Giera regarding customers' feelings about Software Assurance. "A number of companies, higher than I've seen since 2001 when I started to track this, are deciding to buy [licenses] later."
  • The numbers that MS cited at their partner around Vista adoption sure sound impressive.  But why are there new reports out about OEMs ripping Vista off and imaging Windows XP on new machines at a record pace?
  • Have you given any thought to the Xbox warranty issue?  Last week, Microsoft announced a US$1.1 billion warranty charge for defective Xbox hardware.  That charge is greater than a full quarter's Xbox revenue (which includes both consoles and games themselves)... in a product line that for Microsoft has been a money-loser since the beginning.  In other words, all of those corporate customers that buy Windows and Office, products that make Microsoft at least 90% profit, are covering Microsoft's cash flow for all those gamers sending back their defective Xboxes.  I'm sure those thank you notes will be in the mail, soon.

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