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Posted on 12/19/12 at 7:29 pm to buddhavista
The trickiest thing MSFT has ahead of it is rolling out MS Office on iOS. How they handle that is anyone's guess.
I'm sure they'll try to Office 365 subscription it...or something. But MSFT has burned a ton of cash and time on tablets. Office on iOS will cannibalize MSFT's entry. It will also make the Surface Pro completely unnecessary. But it will also really make companies push away from the Win 8 table for good.
They can't afford not to be on iOS. But they couldn't afford to not enter the mobile market.
I wish them luck.
I'm sure they'll try to Office 365 subscription it...or something. But MSFT has burned a ton of cash and time on tablets. Office on iOS will cannibalize MSFT's entry. It will also make the Surface Pro completely unnecessary. But it will also really make companies push away from the Win 8 table for good.
They can't afford not to be on iOS. But they couldn't afford to not enter the mobile market.
I wish them luck.
Posted on 12/19/12 at 7:57 pm to GFunk
quote:
But MSFT has burned a ton of cash and time on tablets. Office on iOS will cannibalize MSFT's entry. It will also make the Surface Pro completely unnecessary. But it will also really make companies push away from the Win 8 table for good.
They can't afford not to be on iOS. But they couldn't afford to not enter the mobile market.
Yep, they are kinda screwed.
Posted on 12/19/12 at 8:58 pm to buddhavista
quote:
1. MSFT is not positioned well for cloud services. The big player is amazon, and then a lot of also rans at this point. But msft isn't even in the also rans at this point. Their cloud offering hasn't been a complete flop, but its not even listed in gartner's magic quadrant.
If this is true, then why is iCloud split 50/50 between AWS and Azure? Since when did rackspace offer dynamic compute on demand or true IaaS? Rackspace is a hosting company and basically offers VMs hosted in an offsite datacenter, it's not a full blown fabric like AWS or Azure or SQL Azure. I think our definitions of cloud may slightly differ here. I don't even consider Office 365 true "cloud" but basically hosted services.
quote:
2. The gaming platform is moving away from consoles and towards mobile devices. MSFT has a strong platform here, but they are not in the top position by any means.
High end gaming will never be on mobile devices and will always live on desktops and consoles at least for the forseeable future. The only mobile device even capable of this at the moment are tablets running full windows or linux like Surface Pro etc that have a USB for a controller. Also consoles are evolving as well to be media hubs and gaming platforms rolled into one. This will change things over the next couple years.
quote:
3. MSFT office is not enterprise software. It is the defacto but small businesses are defecting to google drive. And its going upstream.
How many fortune 500 companies have google apps and do not have MS Office deployed except Google themselves. Subscription based services are a hard sell in the enterprise where you may have 50,000 users at 5-10$ a head monthly. I can name 3 that use Office 365 off the top of my head.
Posted on 12/19/12 at 8:59 pm to nolanola
So is MSFT a buy? If no not then when?
Posted on 12/19/12 at 9:10 pm to GFunk
quote:
The trickiest thing MSFT has ahead of it is rolling out MS Office on iOS. How they handle that is anyone's guess. I'm sure they'll try to Office 365 subscription it...or something. But MSFT has burned a ton of cash and time on tablets. Office on iOS will cannibalize MSFT's entry. It will also make the Surface Pro completely unnecessary. But it will also really make companies push away from the Win 8 table for good. They can't afford not to be on iOS. But they couldn't afford to not enter the mobile market. I wish them luck.
I think they will be fine here as Idevices still lack strong enterprise management, encryption, and DLP. Apple has no motivation to provide it either as they are consumer devices. MS is investing heavily in the mobile space but I think it's more geared to enterprise than consumer as it offers the features enterprises need. Any organization that requires HIPPA, PCI, etc. Most enterprises with tons of Idevices basically use them as thin clients at this point remoting to a virtual desktop or terminal service like Citrix, etc.. MS will change this somewhat as the heavy lifting can now be done on the tablet itself and no need to support the heavy backend infrastructure for your Doctors to walk around with a tablet. We'll see how it turns out.
Posted on 12/19/12 at 9:39 pm to buddhavista
quote:
google is close to number three when you look at things like outsourced email and google docs.
Neither of these are relevant for major enterprises.
quote:
And don't forget oracle. they are late to the party but they have a really solid DB, pretty much the defacto standard.
This is very true, but has nothing to do with the OP.
Posted on 12/19/12 at 10:03 pm to LSUStjames
quote:
If this is true, then why is iCloud split 50/50 between AWS and Azure? Since when did rackspace offer dynamic compute on demand or true IaaS? Rackspace is a hosting company and basically offers VMs hosted in an offsite datacenter, it's not a full blown fabric like AWS or Azure or SQL Azure. I think our definitions of cloud may slightly differ here. I don't even consider Office 365 true "cloud" but basically hosted services.
This simply isn't true. A huge portion of Rackspace's revenues come from the same thing that Amazon does. Rackspace just ins't a traditional dedicated web host. They are a true cloud back end provider.
Can you find any legit published info to back up that iCloud runs today on AWS/Azure. Apple has one of the most sophisticated data centers at $1b can buy sitting in NC. I think they had to use someone else's center until there place was running.
quote:
How many fortune 500 companies have google apps and do not have MS Office deployed except Google themselves. Subscription based services are a hard sell in the enterprise where you may have 50,000 users at 5-10$ a head monthly. I can name 3 that use Office 365 off the top of my head.
I know a bunch of colleges and education systems have. Google has over 20 million users in this area.
Posted on 12/20/12 at 10:53 am to LSUStjames
quote:
If this is true, then why is iCloud split 50/50 between AWS and Azure? Since when did rackspace offer dynamic compute on demand or true IaaS? Rackspace is a hosting company and basically offers VMs hosted in an offsite datacenter, it's not a full blown fabric like AWS or Azure or SQL Azure. I think our definitions of cloud may slightly differ here. I don't even consider Office 365 true "cloud" but basically hosted services.
its a common to split your services over multiple vendors for a good price. It doesn't mean Azure is a major player b.c apple uses them. This is a rouse.
You can find a ton of small companies that have one marquee customer. Doesn't mean shite.
quote:
High end gaming will never be on mobile devices and will always live on desktops and consoles at least for the forseeable future. The only mobile device even capable of this at the moment are tablets running full windows or linux like Surface Pro etc that have a USB for a controller. Also consoles are evolving as well to be media hubs and gaming platforms rolled into one. This will change things over the next couple years.
casual gaming is where the market is going, and that is on mobile devices.
I agree that hard core gamers will be either console or computer based. But they are the exception. hell, my wife plays video games on her phone. She never touched my xbox when I had it. Its the direction of the industry......more people gaming, and at a lower entry price.
There is a market for both, but where the growth will come from is casual gamers.
quote:
How many fortune 500 companies have google apps and do not have MS Office deployed except Google themselves. Subscription based services are a hard sell in the enterprise where you may have 50,000 users at 5-10$ a head monthly. I can name 3 that use Office 365 off the top of my head.
Google mail? Quite a few, including my own. You can use google mail or our internal services. I use internal b.c the calendaring thing is fricked up when trying to set up meetings with Asia.
Google docs is more of a small business play but is moving up the chain. I know my wife's office uses google docs now for all non donor related work. They are like 500 people.
I can also tell you IT managers are SICK of MS office licensing.
I don't think that MSFT goes down in flames. There is too much there, and too many great products and lots of customers. But they are not well positioned, especially if surface / phones are a flop.
Posted on 12/26/12 at 12:17 pm to nolanola
quote:
On Dec. 24, The New York Times cited NPD data as showing a drop in year-over-year demand for Microsoft software, signaling weakness across the PC-industry.
Posted on 12/26/12 at 1:53 pm to nolanola
Damn those 2 years went by fast! 
Posted on 12/26/12 at 3:21 pm to Catman88
quote:
Damn those 2 years went by fast!
Didn't say anything about the new Windows. Since that is based on the past 365 days it just shows the PC marketing weakening in general.
As I mentioned earlier in the thread it essential for MSFT to get their app marketplace going for sales of phone hardware. Intuit just announced they are dropping support for one of their products already:
quote:
Windows Phone users will have to look elsewhere for their dongle-based credit card processing needs now that Intuit’s GoPayment is dropping support for the platform. WPCentral reports that the company sent an email to customers saying that the app would no longer work with "Windows 7 mobile devices" beginning February 5th, 2013, although it may re-evaluate its decision in the future.
also this...
quote:
Kantar Worldpanel ComTech has just released a report that says that Windows Phone 8 market share in the U.S. is an anemic 2.7%, up from 2.1% a year ago, according to GeekWire. That's practically no gain at all.
Posted on 12/26/12 at 4:25 pm to nolanola
Something tells me this endorsement from Mark Cuban may help out MS a bit...
If you think the Windows Phone 8 launch hasn't gone well for Microsoft, you're either blind or intentionally spreading garbage. No one expected them to be the #1 phone out of the gate - X-Box didn't take over the world when it was first released.
They do need to fix those reboot issues across the board, though.
If you think the Windows Phone 8 launch hasn't gone well for Microsoft, you're either blind or intentionally spreading garbage. No one expected them to be the #1 phone out of the gate - X-Box didn't take over the world when it was first released.
They do need to fix those reboot issues across the board, though.
Posted on 12/26/12 at 6:54 pm to LurkerIndeed
Yeah, but it's all about the apps. It's a Catch-22 really. People won't adopt the W8 Phones in droves until the great apps are there....and the developers don't want to waste their time on such a small platform until many more adopt it.
In short, MSFT needs to do everything imaginable (incentives, great revenue splits, etc) to get the large developers on the platform creating the content. If they get the developers, they'll get the adoption of the public and their market share will increase in turn.
In short, MSFT needs to do everything imaginable (incentives, great revenue splits, etc) to get the large developers on the platform creating the content. If they get the developers, they'll get the adoption of the public and their market share will increase in turn.
Posted on 12/26/12 at 6:59 pm to Gr8t8s
It's a great opportunity for small house and single developers to create killer apps. Unfortunately for MSFT, they build their apps off a commonly used platform....but totally different than Android and iOS...so they can't just "start developing for W8".
It's also really interesting to see how the UI of these apps will progress....seeing as how most of the developers that know the language are used to developing larger-scale, desktop apps. It just boils down to the fact that the MSFT phone is ~3-4 years too late to the party.
It's also really interesting to see how the UI of these apps will progress....seeing as how most of the developers that know the language are used to developing larger-scale, desktop apps. It just boils down to the fact that the MSFT phone is ~3-4 years too late to the party.
This post was edited on 12/26/12 at 7:00 pm
Posted on 12/26/12 at 10:45 pm to Gr8t8s
quote:
developers that know the language are used to developing larger-scale, desktop apps.
And aren't known for elegance in design at that.
Posted on 12/27/12 at 12:24 pm to Gr8t8s
quote:
It's a great opportunity for small house and single developers to create killer apps. Unfortunately for MSFT, they build their apps off a commonly used platform....but totally different than Android and iOS...so they can't just "start developing for W8".
Developers pick up new languages and interfaces all the time...you think anyone was developing in Objective C before the iPhone? Not to mention that the languages that MS uses and provides are already well established.
quote:
It's also really interesting to see how the UI of these apps will progress....seeing as how most of the developers that know the language are used to developing larger-scale, desktop apps.
You don't have access to the things you do in a desktop app on the phone environment, and what you do have is tailored to the phone, so I don't see how that's an issue. Rounded corners are there if you want them.
Posted on 12/27/12 at 12:45 pm to Gr8t8s
quote:
and the developers don't want to waste their time on such a small platform until many more adopt it.
Microsoft has the best built in group of developers in the industry. The fact that Windows 8 is for all devices in the line and HTML 5 are in the pipeline only makes it easier for those developers to thrive.
Go to pretty much any conference for developers in the last year or two and you will see that EVERYTHING has been presented in a windows 8 future tone. What many developers did not like was the SDKs for android and they have adopted.
Posted on 12/27/12 at 12:51 pm to Gr8t8s
quote:
seeing as how most of the developers that know the language are used to developing larger-scale, desktop apps.
WHAT?
MSFT basically uses C and Java. Android uses Java. Apple uses C. All three will soon be using html 5.
WTF are you talking about? Anyone that programs for Android can program for MSFT and anyone that programs for Apple can program for MSFT. The .NET framework just makes it easier for them to bridge the gap. Everything else is minor structure changes. If someone cant adapt to all three they need to find a new career.
Posted on 12/27/12 at 5:35 pm to Catman88
quote:
Anyone that programs for Android can program for MSFT and anyone that programs for Apple can program for MSFT
I'm sorry, but that's total bullshite. Apple uses Objective-C, while a superset of C....is not C. Just like PHP is like C....it is not C. You can't set a C programmer in front of a Mac with Xcode and they just start programming away. DOES NOT HAPPEN. There's a lot to learn. That's why there is an investment to change/add platforms.
If it was so easy, then the big time developers could simply "make a few changes" and upload their Windows 8 app. Then...um....why aren't they? Oh yeah...maybe this:
quote:
"We have no plans to build out Windows apps," Google Apps product management director Clay Bavor told V3. "We are very careful about where we invest and will go where the users are but they are not on Windows Phone or Windows 8."
This post was edited on 12/27/12 at 5:55 pm
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