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  • Tablet Wars: RIM Gets Aggressive With Apple iPad Comparisons  [View article]
    Web browser experience is not a selling point at this stage. mobility is not ready for web apps. we have a long way to go to get the web "connectivity" we have on our PCs.

    RIM’s strategy is premature….if you can only connect to the internet using WIFI or tethering, and do not have any apps, why use a playbook when you can use a laptop?

    And where is RIM planning on making money? Margins on the Playbook are slim, especially after they slashed prices to compete with Apple.

    The money is in services and apps. RIM should know better…
    Nov 17, 2010. 03:24 PM | 9 Likes Like |Link to Comment
  • Android: RIM's Worst Nightmare  [View article]
    One of the key differentiators that RIM has that neither Apple nor Google can offer is its flat rate data plans that it offers for its roaming users. This might not be a big deal for domestic users in the states, but it is for enterprise users who are constantly on the road checking their emails from one country to another.

    Another important feature rim has is the blackberry messenger which allows everyone "instant connectivity".

    Though RIM might be falling short in the consumer market, enterprise users across the globe are still using RIM extensively.
    Nov 3, 2010. 05:23 AM | 1 Like Like |Link to Comment
  • Microsoft: The Big Short  [View article]
    Ravi,

    The argument is not that enterprises are going to abandon MS.

    We are talking about a gradual decline in Microsoft dominance over its OS. A full blown device with a full blown OS is not for everyone any more. Almost 90% of users do not consume 20% of their new PC processing power unless they are using applications the likes of Photoshop or Autocad. Web browsers, email, and media is becoming the dominating applications on our computers

    Almost every CTO I have spoken to is looking into private cloud, consolidation, outsourcing and monetization of their IT infrastructure. Virtual desktops and application virtualization are paving the way to thin clients with stripped down versions of Operating Systems (Linux, Windows Embeded). This is saving enterprises having to purchase PCs every 4 years. And even if they were to buy fully blown licenses (VDI), their is no technical reason why they should upgrade their OS licenses as well.

    Although I have lately become quite sceptical on an alternative stripped down operating systems that can replace Windows. I have my reservations on Chrome OS's public cloud. Moreover, I do not believe iOS, Android, and WebOS are ready to replace Windows.
    Oct 23, 2010. 02:57 PM | 2 Likes Like |Link to Comment
  • Apple: Still Attractive Even at These Levels  [View article]
    My reading is, with all the cash apple has, they will probably acquire Facebook. It makes perfect sense, think about it:
    Ping is not doing as good as jobs wants it
    Social networking would fit well with apple's services
    Deeper integration with the iPhone, and even making the phone and apps more 'social'
    Google went into the phone market, apple goes into social with eventually can grow to become a search engine.
    Oct 23, 2010. 05:18 AM | 2 Likes Like |Link to Comment
  • Microsoft: The Big Short  [View article]
    Maybe this will give you an idea of MS revenue stream: www.businessinsider.co...
    Oct 21, 2010. 05:00 PM | Likes Like |Link to Comment
  • Microsoft: The Big Short  [View article]
    I would suggest looking at the latest adoption rate of Linux vs windows: news.yahoo.com/s/pcwor...
    Oct 21, 2010. 07:38 AM | 2 Likes Like |Link to Comment
  • Microsoft: The Big Short  [View article]
    A bold statement with no content....please tell us what you know about "enterprise"
    Oct 21, 2010. 07:24 AM | Likes Like |Link to Comment
  • Microsoft: The Big Short  [View article]
    I would suggest looking at the figures where MS makes money. Mobile OS and Xbox are single digits in their revenue stream. Their big chunk of money comes from Office and OS licenses.
    Oct 21, 2010. 07:21 AM | 2 Likes Like |Link to Comment
  • Microsoft: The Big Short  [View article]
    Lets start by looking at industry trends:

    - Cloud: It seems history repeats itself in the tech world as well. A server-terminal model: Work is offloaded from the device to the cloud.

    - Thinning: Most enterprise applications are shifting from thick to thin (web). Both application and desktop virtulization adoption is at a staggering rate. By offloading work load to the cloud, PCs and OSs require less resources. Enterprise are shifting to thin clients. Running on stripped down versions of Linux or MS Windows 7 embedded.

    - Smart Phones: Networks are able to transfer data faster than ever before. This is clearly visible in the Ethernet and ISP world. However, we still have a couple of years in the wireless network world. Smart phones are following the trend of PCs a decade ago. Thick applications that are resource hungry. Which leads to poor battery life.

    - Browsers: The browser is slowly evolving in becoming our OS. Most enterprise users either use Microsoft Office (email, power point..etc) or a web based applications on their browser. It doesn't matter what version of windows they are using (XP, Vista, 7). Reality is, we can pretty much do everything we need to do using win XP. And now with the introduction of Office 365, the OS even becomes more irrelevant.

    - OEM: PC margins are low in this domain. The average margin on a PC sale is approximately 5-6%. Keep in mind that a 15-17% of the price of the PC goes to the windows license. OEMs are looking for cheaper OS alternatives that work. Dell tried to do it with Ubuntu. That obviously didn't do so well due to its lack of simplicity and familiarity. Chrome or Palm WebOS? Viable options that would integrate well with the cloud model and increase the OEM margins.

    Couple all the above trends, it is inevitable that thick is moving to thin. PC operating systems are going to have to scale down (i.e. Chrome, WebOS, iOS). I am not saying PCs will disappear, Power users (workstation) users will always need juice in their machine and OS. However, the day to day user will see OS functionality stripped down and use the power of the cloud instead. . What are the advantages? Smaller and cheaper devices that can do a lot more and most importantly, easy to manage.

    My final thought on Microsoft enterprise application and the active directory. I don't see any alternative in the near future. However, MS Enterprise business is only 5-7% of its total revenue. Their main source of revenue comes from MS Office and its OS. The argument about MS revenue declining is through the impact on its main source of revenue.
    Oct 21, 2010. 03:40 AM | 3 Likes Like |Link to Comment
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