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one word phrases repeated minimum three times

PhraseQuantity
the78
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Microsoft13
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B tags

Note

Microsoft Company Meeting

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n-O-w

The Big Check-in - How Are Things Going

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Whoo-and-Hoo!

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Win7 Business being eaten alive by iPads?

Office 14 / SharePoint

Kinect

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OK, I just watched the Health Care Town Hall replay. Hard thing to do early on a Saturday morning. Let's see if I have this straight. If I go with the Health Savings Plan: All my preventive care is still free (to me). Annual physicals, dental checkups, immunizations, etc. - no charge. Wellness programs are actually beefed up even more. For a family of 3+, the most we would have to pay out of pocket annually is $2500.00. At the beginning of each year, MS will themselves add $3725 or thereabouts to my Health Savings Account...so MS is more than covering my $2500 obligation anyway. Even if I have a catastrophic illness or injury, I'm still ahead $1225. I hope more insightful minds will follow up to correct any misunderstandings I have about this, but my takeaways from LisaB's deck are: Switch to HSP.Lose both legs in a snowboarding accident. Profit!A follow-up to that:Not quite right on the healthcare costs. Worse case scenario for family of 3 is: All your preventive care costs are covered 100% by MSFT You pay 100% of the first $3,750 in non-preventive costs. This is your deductible. After your deductible is paid, you pay 10% of non-preventive costs. This is your co-pay. You pay a max of $2,500 in co-pays per year. So your max annual costs are $3,750 + $2,500 = $6,250 MSFT will pay $2,500 into your Health Savings Account each year, so your net out of pocket cost is $3,750. If you sign up for the HSP account in 2011-2013, then MSFT will contribute an additional "early adopter incentive" of $1,250. But after 2013, your max out-of-pocket costs are presumably back to $3,750 You could pay that $3,750 out of tax-free contributions you make to your own HSA account, but then that money is locked away and can only be used for health expenses. If you don't want your money locked away then you have to pay with after-tax dollars. In order to come up with $3,750 in after-tax dollars, you'll need to earn about $5,000 in pre-tax dollars. So, in the worse-case scenario this is equivalent to a pay cut of $5,000 per year. Maybe not too bad for someone making $200k, but that would be a 10% pay cut for someone making $50k. Will increasing health care costs follow Ms. Brummel's charted path? It's interesting that the excise portion of the future ended up being a small little bump. Next: wellness - excellent idea. I love ensuring that we're all well and stay healthy upfront. But that includes affecting the ecosystem in which we live and ensuring people actually put time towards preventative health and making a place like Redmond a healthy place to live. Sidebar: Just to whine a bit: for self-proclaimed bicycle capital, this is one hell of a scary place to ride a bike. Actually ensuring there's an infrastructure from the suburbs-to-work to safely ride a bike to encourage healthy living is some local influence Microsoft should have.Sidebar two: Via DareO: The exciting nature of being ordinary - Sorting it all Out - one snippet: "Microsoft now looks ordinary

U tags

I tags

Note: updated below with follow-up comments.

especially via the otalk WP7 app

and wherever it is leading with Win8+

psst. Board. CEO ma-ter-ial. Uh-huh. There you go. Not that I'd probably work in a SteveSi CEO Microsoft, but ya could do a lot worse!

XBOX Kinect blew it away this past Holiday, over 35M customers now pay for the priviledge of XBox Live

The enterprise business is strong, committed revenue is higher than it's ever been (MSFT has a global enterprise business that is really unmatched by anyone

Office365 and Dynamics both are rapidly growing businesses with a ton of upside

MSFT now has 11 distinct businesses that do over $1B in revenue - I can think of maybe one or two other businesses on the planet (GE, etc) that can say the same

Largely because of this diverse portfolio of businesses, MSFT was able to grow revenue, operating income, and net income in spite of *declining* PC sales (MSFT is not a one-trick pony any longer, if it ever was)

Even with weakness in the PC market the past couple of quarters, it's hard to argue with the success of Windows 7 with over 400M licenses sold

MSFT's Cloud offerings collectively are second to none

Bing has a long ways to go but has actually made some progress in the US search market against Google, which was once thought impossible

As an employee, unless you are a bottom 20% performer, the new comp plan is a win. If you don't think so, then you don't really understand the change

Say what you will about Ballmer, there are some senior execs at MSFT that are truly outstanding. Mattrick, Satya, KT, Qi Lu, PK, Lisa B - you won't find anyone better than these folks anywhere

The Nokia partnership will be instrumental in getting a WP7 device in a lot of people's hands

The bad:

As mentioned, PC sales actually declined in Q4

MSFT still hasn't figured out a way to win in India or China and doesn't seem to have a cohesive strategy for emerging markets

WP7 is a good product but as others have alluded to, MSFT is way late to the party in terms of highly functional / attractive UI / rich app eco-system smartphones. The Nokia deal only allows MSFT some hope at playing catch-up at this point

Employees will soon have to pay a contribution (and deductibles) for health care (thank you very much ObamaCare and the Cadillac Tax for bringing that to us)

Although there are talented people still there, a lot of talented folks have left MSFT senior leadership in the past 18 months or so - Liddell, Elop, Muglia, Bach, etc, etc. Although Elop was instrumental in getting the Nokia deal up and going

The ugly:

AAPL sold 20M iPhones and over 9M iPads in a quarter. In. A. Quarter. Let that sink in a moment

While MSFT has plenty of other viable businesses, none is as profitable nor as core strategically as Windows. Windows was once an impenetrable fortress, but in the past year, AAPL has penetrated it with a single product launch. MSFT is destined to play catch-up in slates, and it sounds like nothing serious is coming out until Windows 8 in another 12 to 15 months (maybe)

MSFT is still very strong in the enterprise but to the consumer, MSFT seems completely dead. MSFT has no consumer mindshare any longer

Yes, there are some interesting possibilities with Skype and Lync and XBox (etc), but it is still not at all clear that shareholders will reap anything close to $8.5B of value

GOOG still dominates search in the US and will for the foreseeable future. And their dominance is even greater internationally

OSD as an org continues to bleed money and will continue to do so for at least another couple of years

There it is, from a high-performing L63 employee in a broad-based business role, trying to lay things out in a truly fair and balanced manner. Take it or leave it.

Win

and keep the bottle handy

and, btw, what happens to most people after their sabbatical?

from the former CEO's point of view

Young up Microsoft

though, given the last Ballmer memo's authorship, maybe we'll see Frank Shaw run around first to warm things up

Updated: impressions and follow-up

Overall

heh heh, Inception

and probably didn't piss people off like last year

who pointed out that they are quite

- uh-huh

Butch Cassidy and the Sundance Kid

as some of the tech bloggers have picked up

BTW, I prefer coach John Wooden

Mini-Microsoft

Microsoft -- Comments

for engineering

something better than, "whee, I got a 1+," please

(ring-ring, Mini, ring-ring)

especially compared to Android

well, only to be replaced by throwing warm bodies on The Cloud because, ah-huck, we're all in

*whack* against the side of your head

*whack*

*whack* *whack* *whack*

Microsoft MSFT -- Comments

Microsoft In The Mirror

aka poached

wrt running in customer's hands

e.g., Windows 8 demonstrated running on ARM

whoo-hoo!

where results, not effort, matters

results, what was done for the results, and proven capability

e.g., a new medical plan with more of that new cash out of your pocket

once burnt by the review model

great

good

okay

really, really bad

iPod - remember those?

Wii

iPhone / Android

?

too big to fail

IEB now with its massive re-org complete, post-Muglia Server & Tools next?

stupid billion dollar bat

aka Bing aka Partner-Level-Palooza

oooo, an unopened bottle of Col Solare! Score!

and you're going to love this

sell-out pre-orders and screaming Oprah audiences can't be too wrong

oh, and yes, we all realize that it doesn't have copy and paste - and yet the apocalypse will not arrive

The Journey is the Reward

like all visions of that time

despite having been in the TV realm for over a decade

people, benefits, etc

and half of our super-ballooned contingent staff

allow me to be pro-hiring for a moment

courtesy the internet vs. hard-copy because the book is lost behind a stack of neglected Col Solare

Windows

like we were all looking forward to billboard ads while blowing crap up in Xbox

OK, I just watched the Health Care Town Hall replay. Hard thing to do early on a Saturday morning.

Let's see if I have this straight. If I go with the Health Savings Plan:

All my preventive care is still free (to me). Annual physicals, dental checkups, immunizations, etc. - no charge. Wellness programs are actually beefed up even more.

For a family of 3+, the most we would have to pay out of pocket annually is $2500.00.

At the beginning of each year, MS will themselves add $3725 or thereabouts to my Health Savings Account...so MS is more than covering my $2500 obligation anyway.

Even if I have a catastrophic illness or injury, I'm still ahead $1225.

I hope more insightful minds will follow up to correct any misunderstandings I have about this, but my takeaways from LisaB's deck are:

Switch to HSP.

Lose both legs in a snowboarding accident.

Profit!

Not quite right on the healthcare costs. Worse case scenario for family of 3 is:

All your preventive care costs are covered 100% by MSFT

You pay 100% of the first $3,750 in non-preventive costs. This is your deductible.

After your deductible is paid, you pay 10% of non-preventive costs. This is your co-pay. You pay a max of $2,500 in co-pays per year.

So your max annual costs are $3,750 + $2,500 = $6,250

MSFT will pay $2,500 into your Health Savings Account each year, so your net out of pocket cost is $3,750. If you sign up for the HSP account in 2011-2013, then MSFT will contribute an additional "early adopter incentive" of $1,250. But after 2013, your max out-of-pocket costs are presumably back to $3,750

You could pay that $3,750 out of tax-free contributions you make to your own HSA account, but then that money is locked away and can only be used for health expenses. If you don't want your money locked away then you have to pay with after-tax dollars.

In order to come up with $3,750 in after-tax dollars, you'll need to earn about $5,000 in pre-tax dollars.

So, in the worse-case scenario this is equivalent to a pay cut of $5,000 per year. Maybe not too bad for someone making $200k, but that would be a 10% pay cut for someone making $50k.

Sidebar

Sidebar two

though the paranoid side of me hasn't liked the 'Know Your Numbers' campaign - who gets access to my numbers? Curiously, this extra overhead might prevent me from getting my flu shot this year

medical term

not having immersed myself in the details

talk about a time-waster during work-hours

Let's see if the latest round of "This will bolster the stock price works." IEB re-org and benefit changes. Doubt it.

Not reporting to Sinofsky, but picking up the same kind of management structure.

ordinary

In Seattle, Microsoft was where the all the best and brightest worked, had worked, or wanted to work. People even pronounced it with a particular tone of voice, hushed but awful, like people back East say "Harvard." All-caps. "Yeah, he owns a coffee shop now. But he used to work at MICROSOFT." [...] it's not MICROSOFT anymore. It's just Microsoft. Even in Seattle.

They call for three steps to "unlock value" in Microsoft's shares.

(1) A materially increased dividend beyond the recent 23% increase, moving Microsoft into the top 20 dividend-paying companies in the S&P 500 in terms of dividend yield. We believe this would open the door to a larger investor base and keep the company more diligent from a spending perspective. (2) A coherent consumer strategy that could involve paring back investments and/or divesting more peripheral assets such as gaming. (3) Market leadership in Cloud. Microsoft has a strong portfolio of enterprise data center assets and could become a leader in Cloud deployments, but the competitive environment remains highly in flux, with Microsoft still not a clear "winner," in our view.

cue their extended pinky touching edge of mouth

impossible

difficult

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Friday! Friday! Friday! Microsoft Company Meeting 2011!
comment regarding one point of view of how things are going for Microsoft
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April
Microsoft FY11Q3 Results
Microsoft's New Review and Compensation System - N...
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Mr. Ray Ozzie and Microsoft's Chief Software Archi...
Microsoft Health Care Pops a Cap in One Big Week
A Case of the Microsoft Downgrade Blues
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Microsoft Company Meeting 2010
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Microsoft Annual Review 2010
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