Josh Thompson's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/115541/comments http://seekingalpha.com/article/115286-why-companies-really-turn-to-open-source-software?source=feed#comment-360538 360538
The scenario is similar to record labels previously controlling what was released compared to initially pirating and eventually the free for all on youtube, blog sites, itunes, etc.
It does confirms the opening up of a new distribution channel is democratizing to innovation. This process is not unique to software. 15+ years ago I was told that the overnight delivery business model destroyed the concept of a distributorship because products could be shipped directly from the manufacturer.
An unanswered question is why can't a large for-profit company recreate the innovation of open source? The flaw of Open Source is at its core it is saying: "can't we all just work together...who needs self interest?" When MSFT creates the "feeling" of an open source community and a marketplace for that community with Azure developers it will all go back to normal.]]> Tue, 20 Jan 2009 02:22:56 -0500
The scenario is similar to record labels previously controlling what was released compared to initially pirating and eventually the free for all on youtube, blog sites, itunes, etc.
It does confirms the opening up of a new distribution channel is democratizing to innovation. This process is not unique to software. 15+ years ago I was told that the overnight delivery business model destroyed the concept of a distributorship because products could be shipped directly from the manufacturer.
An unanswered question is why can't a large for-profit company recreate the innovation of open source? The flaw of Open Source is at its core it is saying: "can't we all just work together...who needs self interest?" When MSFT creates the "feeling" of an open source community and a marketplace for that community with Azure developers it will all go back to normal.]]> http://seekingalpha.com/article/114252-is-microsoft-ready-to-throw-in-the-towel-on-zune?source=feed#comment-352957 352957 Mon, 12 Jan 2009 01:49:28 -0500 http://seekingalpha.com/article/113178-microsoft-losing-market-share-in-a-non-existent-browser-market?source=feed#comment-346365 346365
That does not make any sense, and it indicates that the meaning of this article went right past you.]]> Mon, 05 Jan 2009 10:59:10 -0500
That does not make any sense, and it indicates that the meaning of this article went right past you.]]> http://seekingalpha.com/article/113091-the-rewriting-of-open-source-history?source=feed#comment-346051 346051 Mon, 05 Jan 2009 01:30:38 -0500 http://seekingalpha.com/article/112771-microsoft-a-solid-investment-in-technology?source=feed#comment-342526 342526 Wed, 31 Dec 2008 10:58:46 -0500 http://seekingalpha.com/article/111120-the-future-of-internet-is-mobile?source=feed#comment-332049 332049
]]> Wed, 17 Dec 2008 11:10:02 -0500
]]> http://seekingalpha.com/article/109974-with-tasks-google-raises-stakes-against-outlook?source=feed#comment-325243 325243
I use the cloud for backup, and it has come in handy many times, but I sometimes use my local CPU, memory, and Harddrive. I suppose that would be value combo meal Number 1.
]]> Wed, 10 Dec 2008 02:19:13 -0500
I use the cloud for backup, and it has come in handy many times, but I sometimes use my local CPU, memory, and Harddrive. I suppose that would be value combo meal Number 1.
]]> http://seekingalpha.com/article/109960-is-the-microsoft-empire-cracking?source=feed#comment-325220 325220
That would be inconsistent with being in business 20 years.

"All its victories in competition were achieved by "leveraging" its OS monopoly"

The cash from the OS sales came in handy, but it was not the source of all future victories. ]]> Wed, 10 Dec 2008 01:17:46 -0500
That would be inconsistent with being in business 20 years.

"All its victories in competition were achieved by "leveraging" its OS monopoly"

The cash from the OS sales came in handy, but it was not the source of all future victories. ]]> http://seekingalpha.com/article/109575-microsoft-s-office-for-the-web-will-be-ready-no-time-soon?source=feed#comment-323838 323838 Mon, 08 Dec 2008 11:41:33 -0500 http://seekingalpha.com/article/109350-ibm-drops-two-bombs-on-microsoft?source=feed#comment-321714 321714
In the comments, I read that MSFT is responding or has already fixed the weaknesses the article described and also pointed out how the Two Bombs are actually recycled ideas.
The Two bombs to drop on IBM is they are recycling their old business model and the price point reflects market weakness.]]> Fri, 05 Dec 2008 11:20:47 -0500
In the comments, I read that MSFT is responding or has already fixed the weaknesses the article described and also pointed out how the Two Bombs are actually recycled ideas.
The Two bombs to drop on IBM is they are recycling their old business model and the price point reflects market weakness.]]> http://seekingalpha.com/article/107438-microsoft-vs-open-source-differences-explained-by-the-real-world?source=feed#comment-313263 313263 There are hyper-sensitive managers also. Eventually the learning curve costs replaces purchase savings, and no peer managers follow the self- appointment open source advocate manager. MSFT still is the winner.

]]> Sun, 23 Nov 2008 22:07:48 -0500 There are hyper-sensitive managers also. Eventually the learning curve costs replaces purchase savings, and no peer managers follow the self- appointment open source advocate manager. MSFT still is the winner.

]]> http://seekingalpha.com/article/106246-european-union-continues-to-beat-on-microsoft?source=feed#comment-307479 307479 I would like to know what is absurd about open standards. I have not read this perspective before. I suppose it means, IT that gives a company an advantage will not be from open source, as it cannot give any single company an advantage. The competitive advantage is what every company is looking for or paying for.



]]> Sun, 16 Nov 2008 19:16:22 -0500 I would like to know what is absurd about open standards. I have not read this perspective before. I suppose it means, IT that gives a company an advantage will not be from open source, as it cannot give any single company an advantage. The competitive advantage is what every company is looking for or paying for.



]]> http://seekingalpha.com/article/106071-microsoft-online-store-may-drive-another-nail-in-retail-coffin?source=feed#comment-306102 306102 Fri, 14 Nov 2008 11:27:54 -0500 http://seekingalpha.com/article/105923-do-google-docs-and-spreadsheets-pose-a-threat-to-office?source=feed#comment-305788 305788 This description supports the concept of services + software. Microsoft just won.

On Nov 14 02:21 AM Y.I. wrote:

> Microsoft's hold on the office apps market will take a long time
> to disintegrate -- but eventually it will. I've become an avid user
> of Google docs. The performance isn't always great, but the functionality
> is excellent, and once you start sharing docs the collaboration is
> just amazing.
>
> My guess is that when netbooks get real traction, there will be a
> more dramatic shift to online apps.
> ]]> Fri, 14 Nov 2008 03:13:16 -0500 This description supports the concept of services + software. Microsoft just won.

On Nov 14 02:21 AM Y.I. wrote:

> Microsoft's hold on the office apps market will take a long time
> to disintegrate -- but eventually it will. I've become an avid user
> of Google docs. The performance isn't always great, but the functionality
> is excellent, and once you start sharing docs the collaboration is
> just amazing.
>
> My guess is that when netbooks get real traction, there will be a
> more dramatic shift to online apps.
> ]]> http://seekingalpha.com/article/103518-pc-makers-face-netbook-peril-barron-s?source=feed#comment-297268 297268 ]]> Mon, 03 Nov 2008 11:28:05 -0500 ]]> http://seekingalpha.com/article/103420-will-microsoft-peak-in-the-next-few-years?source=feed#comment-296738 296738 Sun, 02 Nov 2008 21:14:03 -0500 http://seekingalpha.com/article/103203-why-is-microsoft-tepid-in-its-march-to-cloud-computing?source=feed#comment-295155 295155
If MSFT can write an operating system that commands a 60% margin, why can't they write a cloud operating system that commands the same margin? Both are software and both are in a hyper competitive market. The muscles supporting the cloud, a PC network, or a PC are different, but at the core it is software and MSFT could create a strong market position in them all. They've done it before.
]]> Fri, 31 Oct 2008 11:29:25 -0400
If MSFT can write an operating system that commands a 60% margin, why can't they write a cloud operating system that commands the same margin? Both are software and both are in a hyper competitive market. The muscles supporting the cloud, a PC network, or a PC are different, but at the core it is software and MSFT could create a strong market position in them all. They've done it before.
]]> http://seekingalpha.com/article/102312-can-microsoft-catch-up-with-cloud-computing?source=feed#comment-292427 292427
]]> Tue, 28 Oct 2008 10:57:15 -0400
]]> http://seekingalpha.com/article/101710-now-that-earnings-are-in-when-will-microsoft-go-in-for-the-kill?source=feed#comment-289582 289582 ]]> Fri, 24 Oct 2008 11:07:56 -0400 ]]> http://seekingalpha.com/article/101242-ballmer-needs-to-live-up-to-the-hype?source=feed#comment-288326 288326 Wed, 22 Oct 2008 22:48:48 -0400 http://seekingalpha.com/article/99652-the-next-tech-boom-infrastructure-2-0?source=feed#comment-281276 281276 Mon, 13 Oct 2008 10:56:23 -0400 http://seekingalpha.com/article/98190-microsoft-sun-do-well-in-open-source-census?source=feed#comment-271490 271490 Thu, 02 Oct 2008 10:34:10 -0400 http://seekingalpha.com/article/97103-open-source-bloggers-don-t-let-the-facts-confuse-them-when-attacking-microsoft?source=feed#comment-263567 263567 Wed, 24 Sep 2008 11:22:43 -0400 http://seekingalpha.com/article/96342-running-the-numbers-a-five-minute-valuation-of-microsoft?source=feed#comment-259016 259016 Fri, 19 Sep 2008 11:01:39 -0400 http://seekingalpha.com/article/92320-google-extends-its-web-search-lead?source=feed#comment-237947 237947 ]]> Sun, 24 Aug 2008 18:16:31 -0400 ]]> http://seekingalpha.com/article/88724-it-s-official-jerry-yang-has-won?source=feed#comment-223700 223700 ]]> Wed, 06 Aug 2008 00:57:47 -0400 ]]> http://seekingalpha.com/article/86881-enterprise-adoption-of-vista-still-in-single-digits?source=feed#comment-213877 213877 Thu, 24 Jul 2008 20:43:45 -0400 http://seekingalpha.com/article/83414-microsoft-s-six-year-wagon-rut?source=feed#comment-197668 197668
]]> Thu, 03 Jul 2008 00:35:40 -0400
]]> http://seekingalpha.com/article/81401-life-without-microsoft-is-possible?source=feed#comment-186069 186069 What you're saying about GOOG is a similar narrative to what drove MSFT's multiple so high 8 years ago that it is has taken 8 years for the growth to catch up.

]]> Sun, 15 Jun 2008 18:20:51 -0400 What you're saying about GOOG is a similar narrative to what drove MSFT's multiple so high 8 years ago that it is has taken 8 years for the growth to catch up.

]]> http://seekingalpha.com/article/79238-yahoo-s-jerry-yang-we-re-done?source=feed#comment-175728 175728 ]]> Thu, 29 May 2008 01:43:06 -0400 ]]>