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  • Microsoft: Windows 8 Is Losing Market Share  [View article]
    I think that would be expected since Windows 9 is being seen as the successor to Windows 7. IT departments are loathe to do back to back enterprise updates, and managers are equally loathe to double up on training.

    To be clear, I don't think Windows is loosing market share. I think IT departments are seeing the W7 upgrade as mature and relatively easy to get users up to speed with. W8 may be going into a Vista-like tailspin.
    Jul 7, 2014. 04:01 PM | Likes Like |Link to Comment
  • The Irrelevance Of Microsoft  [View article]
    You misunderstand the comment. I'm in a Starbucks in the US right now. Looking around most people are reading (more than mail) on PC laptops. There are Macs of course but they are out numbered just like they globally. In the Office (and in most of my client's offices) where people spend 9-5 at least, it's almost all PC. Now I have an Android phone, but I'm using a W8 PC to type this. My point is that these devices have not displaced the laptop in all settings and types of interactions. I answer the bulk of my mail on my phone. But I don't read stuff like this and reply to it using my phone (an S4, a pretty good device).
    Sep 30, 2013. 12:18 PM | Likes Like |Link to Comment
  • The Irrelevance Of Microsoft  [View article]

    That depends on where you think people are reading blog posts like this (versus e-mail) and that's admittedly debatable.

    This part: "This opinion would come as a huge shock to Google, Apple, Amazon, Facebook, Twitter, and all of the other Internet services that greatly outrank Microsoft." Seems off. Azure, Xbox Live, and Office 365 are all growing, Azure and O365 astoundingly so (and will run from Google and Apple devices right), and to a lesser extent, Facebook and Bing are partnered on graph search.
    Aug 29, 2013. 02:37 PM | Likes Like |Link to Comment
  • The Irrelevance Of Microsoft  [View article]

    I'd agree with you on the "Consumer Business" side.
    (Last Paragraph)

    Aug 29, 2013. 02:32 PM | Likes Like |Link to Comment
  • Stephen Elop's Mistake At Nokia Could Make Him The Right Person To Replace Ballmer  [View article]
    "My opinion: Windows Phone was a mistake, but could land Elop the CEO job" - Yikes. I thought we were past this. Windows Phone is Nokia and Nokia is WIndows Phone. Nokia Android phones would just be a distraction to Nokia and a very, very small set of fish in a huge pond.
    Aug 28, 2013. 01:47 PM | 8 Likes Like |Link to Comment
  • The Irrelevance Of Microsoft  [View article]
    At best this shows how you can get lost in analyzing the numbers, at worst this is FUD.

    Most people reading this right now are doing so in front a Microsoft powered machine. But regardless, Microsoft is a server business, a cloud business, a tools business, a productivity software business, and a growing entertainment business. As we've seen, Azure and Office 365 are doing well. Servers are doing well. At best this analysis shows Microsoft's business changing (or it would if it was comprehensive), with more people connecting to Microsoft services and software from more places and form factors.
    Aug 23, 2013. 10:36 AM | 8 Likes Like |Link to Comment
  • Microsoft Surface No Match For Apple iPad, Samsung Galaxy Tab  [View article]
    You forgot Azure and Xbox Live. :)
    Aug 16, 2013. 03:30 PM | 1 Like Like |Link to Comment
  • Microsoft - Poor Quarter, Valuation Provides Support  [View article]
    Beyond the RT charge. MSFT came in below consensus estimates. That is, 10% revenue growth was lower than expected. That is not exactly bad news unless you were speculating. People keep reacting like the implosion is just around the corner. This is a company that isn't growing fast enough at 10% revenue growth.. Good yield at the current price btw.
    Jul 22, 2013. 12:08 PM | Likes Like |Link to Comment
  • Does Microsoft Get The Message Yet?  [View article]
    Clearly and the W8 form factors are coming out of the wood works now.

    Part of the slow start was hesitancy as people checked viability and disastrous state of stores like Best Buy. Best Buy sales people were (as far as I can tell) actively steering people clear of Windows in general. They like selling Macs. I'm guessing higher price point and less convincing (Apple is great marketing).

    They seem to have cleaned up their act now. People touching Mac screens and not getting any reaction seems to have delivered the message. The Windows tablets and laptops are now all turned on in my neighborhood.
    Jul 19, 2013. 09:46 PM | 3 Likes Like |Link to Comment
  • Does Microsoft Get The Message Yet?  [View article]
    And because it eventually merges with the Windows Phone OS which is ARM centric -

    Not sure RT tablets are viable but more powerful phones (RT is a clean internal design) and for smaller (much less expensive) tablets and embedded devices it works.
    Jul 19, 2013. 09:42 PM | Likes Like |Link to Comment
  • Microsoft Reorg: Tragedy Or Farce?  [View article]
    The FUD just never ends.
    Jul 14, 2013. 08:01 AM | 3 Likes Like |Link to Comment
  • Google Will Eat Microsoft's Lunch  [View article]
    Google won't eat Microsoft's lunch no matter how many devices they release because their own strategy precludes it. Unlike Apple, Google is committed to open platforms running on open standards. So, unlike Apple who makes billions on a closed ecosystem based on an app store and in-app purchases, Android devices with a powerful browser are an ideal place to run Microsoft software, and where Microsoft can keep all the profits. Google is in fact by taking over the mobile world is making the real world a safe place for Microsoft's bottom line because software is what Microsoft does best.
    Jul 5, 2013. 12:00 PM | Likes Like |Link to Comment
  • Microsoft Hopes Its New Plans Will Improve Its Stock And PC Sales  [View article]
    "In fact, the new Windows was so poorly designed for use on desktop computers, it is being blamed by some for the accelerated decline in PC sales this year. " -> Sigh, more crappy FUD.

    "On a similar note, the company will also begin including Microsoft Outlook and Excel programs with the Surface RT free of charge." -> Excel was always shipped.

    "Another obstacle for the stock could be the launch of the Xbox one. When announcing the new consoles it seems Sony has done everything right and Microsoft has done everything wrong. If the Xbox slips down to the number two selling console, which I believe it will, earnings will be under pressure." -> Yikes, Sony has always outsold initially but Microsoft has 2:1 advantage in exclusive content announced already. Just how much of MSFT's come from Xbox? Won't the 360 still be available, will all the Xbox Live user disappear, and aren't more people using their 360 consoles for media now than games?
    Jul 3, 2013. 08:50 AM | 6 Likes Like |Link to Comment
  • Microsoft's U-Turn Does It No Good  [View article]
    We don't have a lot to disagree on :) Though I do think the sensor will come back to bite Sony. If Microsoft plays it right (if) the system's experience will be driven around that sensor - "TV on!". Sony may have to throw it in as a fix.

    Of course as a geek I'll probably own both.
    Jun 21, 2013. 05:23 AM | Likes Like |Link to Comment
  • Microsoft's Surface Doesn't Work  [View article]
    It'll be interesting to see what happens. Hardware is risky. Right now I see Surface as a Windows and Office delivery platform the way Kindle is an Amazon delivery platform. Certainly if MSFT moves to the cloud provision and delivery model, hardware becomes less attractive because the experience is delivered via browser. Like Amazon, right now they 1) need to enable people to get to their experiences (mostly by delivery), and 2) avoid lock out by other device manufacturers.

    I suspect they will keep a foot in the door in order to push evolution though. In a full ASP model (even with Google style calling and printing) the device is still important. Next gen devices with more advanced sensors, communications gear, and security will still need to be produced by someone. Right now I imagine Ballmer is paranoid that if he leaves the hardware market the PC manufacturers will go back to producing the lowest common denominator devices loaded with adware again. And, he's probably right.
    Jun 21, 2013. 04:37 AM | 5 Likes Like |Link to Comment