話說剛剛一看MSFT急跌近8% (updated:收盤跌11.71%)，馬上調earning call出來看。哇，全球營收比去年同期成長2%，但淨利比去年同期下滑11%。其中Client的營收掉了8%，Server & Tools的營收增加了15%，EDD拜Xbox 360不景氣中的宅經濟所賜，也有3%的同期營收成長。
節錄自官方公告：
REDMOND, Wash. — Jan. 22, 2009 — Microsoft Corp. today announced revenue of $16.63 billion for the second quarter ended Dec. 31, 2008, a 2% increase over the same period of the prior year. Operating income, net income and diluted earnings per share for the quarter were $5.94 billion, $4.17 billion and $0.47, declines of 8%, 11% and 6%, respectively, compared with the prior year.
Client revenue declined 8% as a result of PC market weakness and a continued shift to lower priced netbooks. However, strong annuity licensing drove Server & Tools revenue growth of 15%. Entertainment and Devices revenue grew 3% driven by strong holiday demand for Xbox 360 consoles with a record 6 million units sold in the quarter.
當然謠傳很久的傳言也成真了：
In light of the further deterioration of global economic conditions, Microsoft announced additional steps to manage costs, including the reduction of headcount-related expenses, vendors and contingent staff, facilities, capital expenditures and marketing. As part of this plan, Microsoft will eliminate up to 5,000 jobs in R&D, marketing, sales, finance, legal, HR, and IT over the next 18 months, including 1,400 jobs today. These initiatives will reduce the company’s annual operating expense run rate by approximately $1.5 billion and reduce fiscal year 2009 capital expenditures by $700 million.
在這個時候，就是和米蟲說再見，讓創意和新作法在大公司嶄露頭角的好時機。嘿，地牛翻身，牛轉乾坤，數年才有一回啊！
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