With Microsoft taking the bottom out of the market's pricing structure, we are going to see that business slow down even more precipitously.
Microsoft has realized that PCs are not the center of the world. E-business or online services to enterprises could become the next big area of growth for the company.
Microsoft is the dominant player if it chooses to be which would mean there would be significant market share losses for Symantec.
Microsoft has a long-term e-business goal that involves MSN. They've got to keep MSN alive and relevant enough within the marketplace until they have their e-business web channel ready.
The fact that the EU is showing its teeth is very significant. Microsoft kind of got away with things in the U.S.
These settlements and collaborations are clearing the table. It is a preamble to a larger strategic move, ... Microsoft is trying to keep MSN relevant.
If unearned revenue keeps sliding, it suggests the growth story for Microsoft has gotten long in the tooth and that would raise more worries about the valuation.
This is a glaring, embarrassing problem that Microsoft has to fix.