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davel

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  • Microsoft Is Pulling A Fast One On Google [View article]
    The reported market is 1 billion units a year. 40 million is nothing. While Apple has 15% or so of this market it has half the profits. That is why they drive the industry. Most players lose money which is not a position to be in.
    Jun 9, 2015. 03:43 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    @david

    I agree. Microsoft reporting on their mobile offerings is not specific enough, hence my request for the basis of 40%. The point being the claim is baseless as there is no data to back the claim

    Regardless, the fact is Microsoft mobile is losing money or barely break even.

    At the end of the day with a reported 3% market share they are not large enough to sustain users or developers. It doesn't matter if their OS is better or worse.

    They are gaining traction with software offerings on mobile. I think they should focus on that. They are the biggest software house in the world with a history of producing quality software in many fields. They should stick to that rather than looking in the rear view mirror.
    Jun 9, 2015. 03:40 PM | Likes Like |Link to Comment
  • Apple Needs To Showcase Gaming At WWDC 2015 [View article]
    You got your wish. Gaming and the technologies that support it was a major focus.
    Jun 8, 2015. 05:22 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    @kevinremde


    I guess the obvious question is why only one device? As computers get smaller they can be embedded into more things. The Internet of things is a trend where small function devices can communicate with other more robust peers.

    At the end of the day it is about information portability and not the OS. You used to need an OS to use your information. Now all you need is an http call.

    So creating a single OS/interface that has issues on different types of devices has usability problems.

    Contrast this with Apple's approach. They now have 3 os's. A desktop OS, a mobile OS and a watch OS. The code has a similar parent but there are differences significantly in the interface on how you interact with the device, and yet they do significant work an making the information portable. This lessens any restrictions on the interface/device artificially constrained by a philosophy that is not part of the solution you are delivering.

    This does not mean Apple will create a better system, but it does take away an artificial limitation created by artificially creating a uniformity that is not necessary
    Jun 8, 2015. 05:18 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    That may be so

    But every year 1b mobile computers are sold vs 300m PC/servers
    The most popular application is social, not Microsoft office or any of the other products.

    This does not mean Microsoft goes out of business tomorrow, but if you are not a player in the largest computer markets in the world and you are the largest software company in the world you have a problem.
    Jun 8, 2015. 05:09 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]


    David Muncie

    Sorry, I can't format this. But it shows Microsoft lost $4m this past qtr on phone. This is from their quarterly report.

    Three Months Ended March 31,

    Nine Months Ended March 31,

    2015

    2014

    2015

    2014
    Revenue

    Devices and Consumer Licensing
    $ 3,476

    $ 4,597

    $ 11,736

    $14,625
    Computing and Gaming Hardware
    1,800

    1,872

    8,250

    7,751
    Phone Hardware
    1,397

    0

    6,290

    0
    Devices and Consumer Other
    2,280

    1,824

    6,525

    5,252
    Commercial Licensing
    10,036

    10,335

    30,588

    30,852
    Commercial Other
    2,760

    1,902

    7,760

    5,284
    Corporate and Other
    (20)

    (127)

    251

    (313)
    Total revenue
    $ 21,729

    $20,403

    $ 71,400

    $63,451

    Gross Margin

    Devices and Consumer Licensing
    $ 3,210

    $ 4,017

    $ 10,904

    $12,918
    Computing and Gaming Hardware
    414

    258

    1,353

    874
    Phone Hardware
    (4)

    0

    805

    0
    Devices and Consumer Other
    566

    391

    1,428

    1,102
    Commercial Licensing
    9,275

    9,432

    28,301

    28,317
    Commercial Other
    1,144

    475

    2,849

    1,164
    Corporate and Other
    (37)

    (148)

    190

    (369)
    Total gross margin
    $ 14,568

    $14,425

    $ 45,830

    $44,006
    Jun 8, 2015. 05:03 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    Google's long standing agreement with those who use its services is that any data they possess they are free to use as they see fit including selling your pictures to others.
    Jun 8, 2015. 04:59 PM | 2 Likes Like |Link to Comment
  • 2015 Outlook: Pain [View article]
    Tony

    Yes. My post was directed at you.

    My point is while China has one of the most dynamic economies in the world it is currently in a downturn. It has a huge real estate glut that they need to work off. China is trying to change its economy from being overly reliant on exports to include a consumer oriented economy. Xiaomi is a case in point. It is a local phone company focused on the local consumer.

    So while long term China has probably the brightest prospects of any country in the world near term it has challenges that it must work out.
    Jun 8, 2015. 04:56 PM | 1 Like Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    @richard Berger

    I do not think Microsoft can pull it off. How do you integrate a keyboard+mouse interface and a finger/swipe interface into a cohesive whole?

    How do you choose how you space your interface or even how you navigate? This is the crux of the problem for Microsoft. Sure they are able to provide both UI API's on their OS, but at the end of the day you have to make a choice and it seems Microsft has chosen not to make that choice.

    The issue may not be one UI to rule them all as much as it is about portability of your information. But you do not need one OS to do that. Google, Facebook, et al. Have proven that.
    Jun 7, 2015. 07:42 PM | 1 Like Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    @dwd


    "But my point is that they need to integrate Win 8 and Win Phone, and they failed, so far."

    And this is their problem. This is a hard problem to solve and the root of their current problems on the desktop. This a a problem Apple chose to avoid and publicly criticized Microsoft for doing. This is the direction Ballmer chose which is why he was fired.
    Jun 7, 2015. 07:32 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    Selling products at cost has another problem. It is hard to keep your doors open when you make no money, unless you are Amazon of course.
    Jun 7, 2015. 07:26 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    @arrgster

    Google does not cater to the enterprise. I find it hard to assume your assumption would be correct. Microsoft is geared to support the enterprise. This is why they own it.

    Google has a long history of throwing things out there and killing those that don't work. If you were a corporation and spent 10's of thousands, 100's of thousands or millions of dollars on a product that got killed you would sue their ass.

    Google can do this because they don't charge you money so you have no expectations. Let me be clear, Google makes a lot of great products. Search, YouTube, maps, etc are great industry leading products.

    Google glass, Google+, etc are not.

    Jun 7, 2015. 07:24 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    Their report belies your links

    http://bit.ly/1MzXgjO
    Jun 7, 2015. 07:18 PM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    @onix

    8 years after the product was first released you still don't understand what the iPhone was.

    The iPhone is and was a mobile computer that played music, made phone calls and had the best mobile browser on the market. That is why the incumbents could not compete.
    Jun 7, 2015. 07:10 PM | Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    And the original phone didn't cut and paste. What's your point?

    What are your pros and cons on the watch?
    Jun 7, 2015. 06:27 PM | Likes Like |Link to Comment
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