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MSFT Update: Looking worse quicker than I predicited
Posted on 12/19/12 at 2:18 pm
Posted on 12/19/12 at 2:18 pm
I was berated a few weeks ago by saying that MSFT would fail on new product pushes. I know it's very early to call a victory either way but...
1) Surface tablet sales are reportedly terrible.
2) There are numerous reports that people who do want to buy the new hardware can't we find it anywhere.
3) Recent news shows developers are not wanting to to develop for the Windows phone. I know Google has a conflict of interest in this area but they do develop for iOS because they need the eyeballs. They made the following public statement which is a huge public slap in the face to MSFT: “We have no plans to build out Windows apps. 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. If that changes, we would invest there, of course.” Even considering the conflict of interest this is a huge industry player pushing their weight behind killing the new phone platform.
4) [b]Industry stats show that Windows machine sales are down 21% since Windows 8 launched. (compared to the same period last year. Source: informationweek
1) Surface tablet sales are reportedly terrible.
2) There are numerous reports that people who do want to buy the new hardware can't we find it anywhere.
3) Recent news shows developers are not wanting to to develop for the Windows phone. I know Google has a conflict of interest in this area but they do develop for iOS because they need the eyeballs. They made the following public statement which is a huge public slap in the face to MSFT: “We have no plans to build out Windows apps. 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. If that changes, we would invest there, of course.” Even considering the conflict of interest this is a huge industry player pushing their weight behind killing the new phone platform.
4) [b]Industry stats show that Windows machine sales are down 21% since Windows 8 launched. (compared to the same period last year. Source: informationweek
4
Posted on 12/19/12 at 2:51 pm to nolanola
I think Windows 8 will see slow adoption like Vista. There is just no reason to upgrade from 7 right now and the Windows 8 tablets are too expensive. IMO Kinect is what will keep MicroSoft relevant in the next decade.
Posted on 12/19/12 at 3:21 pm to nolanola
You are still thinking too small terms when thinking MSFT. Microsoft is not a consumer only company and you are mainly talking consumer products. Only reason to get eyeballs is if you are dependent on Ad revenue as Google is. MS is not.
MSFT and Amazon are the best 2 positioned for Cloud services for the next 10 years.
MSFT is in the top position in the gaming and entertainment industry currently and will grow.
MSFT Office is still the defacto standard in Enterprise software and companies will adpot 2013 quickly due to cloud and private cloud integration.
Surface Pro still has not released. Also Microsoft now has started selling the tablets in Best Buy and Staples so customers can have easier access to them now that the demand has been verified. So you can't make any true prediction on Surface.
Windows 8 will not kill MSFT just like Vista did not. MSFT does not depend on 1 product. Think about how cheap 8 licensing is compared to Windows in the past and Blue will be FREE.. MSFT is not as dependant on consumer licensing as it is in the past. Most enterprises will license Windows 8 even if they don't deploy it through Software Assurance in their Enterprise Agreements.
Windows Phone is the #1 selling phone in China right now.. the fastest growing smartphone market on the planet.. Nokia is pumping out 2 million a month and no one can keep them in stock. They are sold out all around the world.
Google also just really screwed themselves by removing support for Active-Sync. Hell Google themselves runs Microsoft Exchange internally for it's Active-Sync capabilities. Moving to Imap for CalDAV and CardDAV is taking a huge step backwards in the mobile space due to battery drain. Google sees the threat and is trying to nip it in the bud.
MSFT and Amazon are the best 2 positioned for Cloud services for the next 10 years.
MSFT is in the top position in the gaming and entertainment industry currently and will grow.
MSFT Office is still the defacto standard in Enterprise software and companies will adpot 2013 quickly due to cloud and private cloud integration.
Surface Pro still has not released. Also Microsoft now has started selling the tablets in Best Buy and Staples so customers can have easier access to them now that the demand has been verified. So you can't make any true prediction on Surface.
Windows 8 will not kill MSFT just like Vista did not. MSFT does not depend on 1 product. Think about how cheap 8 licensing is compared to Windows in the past and Blue will be FREE.. MSFT is not as dependant on consumer licensing as it is in the past. Most enterprises will license Windows 8 even if they don't deploy it through Software Assurance in their Enterprise Agreements.
Windows Phone is the #1 selling phone in China right now.. the fastest growing smartphone market on the planet.. Nokia is pumping out 2 million a month and no one can keep them in stock. They are sold out all around the world.
Google also just really screwed themselves by removing support for Active-Sync. Hell Google themselves runs Microsoft Exchange internally for it's Active-Sync capabilities. Moving to Imap for CalDAV and CardDAV is taking a huge step backwards in the mobile space due to battery drain. Google sees the threat and is trying to nip it in the bud.
Posted on 12/19/12 at 3:29 pm to nolanola
You are a moron if you think Windows 8 adoption is a 2 month event. You were a moron then and you are a moron now.
Come back to me in 2 years. You really need to learn how the MSFT game is played and what will occur when they drop support for earlier releases. Companies do not get the choice in their enterprise software unless they want to spend millions redoing nearly their whole IT infrastructure.
And you still harp on Surface tablets.. How many Surface Pro tablets are on the market? ZERO!
This post was edited on 12/19/12 at 3:35 pm
Posted on 12/19/12 at 3:33 pm to LSUStjames
quote:
Only reason to get eyeballs is if you are dependent on Ad revenue as Google is. MS is not.
Not the point I was making. My point is that Google who is always looking for more eyeballs on their services doesn't thinking the Windows phone is important enough to develop for. They are sending a message to other app developers too. Fewer apps = fewer phone sales IMO.
quote:
MSFT is in the top position in the gaming and entertainment industry currently and will grow.
Gaming? Yes, in their niche. Just like Nintendo is successful in their niche. Sony is the loser in this area. IMO, Sony has been on the decline for past 10 years.
Entertainment? No way. They discontinued Zune. They don't have a legit well-used entertainment marketplace (iTunes). They are loosing the tablet battle (a huge place to deliver paid entertainment content to).
quote:
MSFT Office is still the defacto standard in Enterprise software and companies will adpot 2013 quickly due to cloud and private cloud integration.
I see this changing. Give is some years but I see this changing. Someone will develop a true cross platform suite that leaves MS in the dust. They are stupid for making a different Mac suite compared to Windows Suite. This will hurt their Office business unit.
quote:
Windows 8 will not kill MSFT just like Vista did not. MSFT does not depend on 1 product. Think about how cheap 8 licensing is compared to Windows in the past and Blue will be FREE.. MSFT is not as dependant on consumer licensing as it is in the past. Most enterprises will license Windows 8 even if they don't deploy it through Software Assurance in their Enterprise Agreements.
I didn't say it will kill MSFT. It's not good that the flagship product has so much confusion around it however. Microsoft is too bloated to survive the long haul.
quote:
Windows Phone is the #1 selling phone in China right now.. the fastest growing smartphone market on the planet.. Nokia is pumping out 2 million a month and no one can keep them in stock. They are sold out all around the world.
"Almost two-thirds of the handsets sold in China this year are powered by the Android OS: China is its largest single market, to the extent that a third of all Android devices sold in 2012 were sold in China."
Posted on 12/19/12 at 3:34 pm to Catman88
quote:
You are a moron if you think Windows 8 adoption is a 2 month event. You were a moron then and you are a moron now.
Tell that to MS. They are the ones who seem butt hurt about their sales figures. So far on the consumer side it appears to be a huge failure on deploying the product.
Posted on 12/19/12 at 3:38 pm to nolanola
You realize they felt the same way after putting out Windows 95 right? The consumer side took a while to get over the fact that it wasnt Windows 3.1.
How did that work out for them?
I have been in the IT business since I was 16. 19 years ago. Windows 8 is the most streamlined and stable OS I have seen out of MSFT. It even has the best virus protection I have seen as well. It will simply take a while for the consumers to accept change. It will happen.
How did that work out for them?
I have been in the IT business since I was 16. 19 years ago. Windows 8 is the most streamlined and stable OS I have seen out of MSFT. It even has the best virus protection I have seen as well. It will simply take a while for the consumers to accept change. It will happen.
Posted on 12/19/12 at 3:41 pm to Catman88
quote:
It will simply take a while for the consumers to accept change. It will happen.
You don't think consumers are totally confused about the product? You have to admit the launch has been terrible.
Posted on 12/19/12 at 3:41 pm to nolanola
I really think the butthurt you are referring to is MSFT tryign to shove Balmer out and needing a reason to do it. Sinofskey leaving was huge for MSFT and he primarly left because he was told he would not be the next CEO. I think MSFT expects low year 1 windows 8 figures and will use that as a noose for Ballmer.. just speculation.
If Ballmer would to go, I'd think you'd see either Norm Judah take over as CEO or Gates to come back for a short 4-5 year stint. Gates is still on the Redmond campus once a week and is still alot more involved than most expect in the MSFT going ons..
You must have missed the "right now" in my post. You relize windows phone 8 was released 1.5 months ago right? I would expect android to be the top seller for all of 2012. I also expect 2013 to look drastically different.
If Ballmer would to go, I'd think you'd see either Norm Judah take over as CEO or Gates to come back for a short 4-5 year stint. Gates is still on the Redmond campus once a week and is still alot more involved than most expect in the MSFT going ons..
quote:
"Almost two-thirds of the handsets sold in China this year are powered by the Android OS: China is its largest single market, to the extent that a third of all Android devices sold in 2012 were sold in China."
You must have missed the "right now" in my post. You relize windows phone 8 was released 1.5 months ago right? I would expect android to be the top seller for all of 2012. I also expect 2013 to look drastically different.
This post was edited on 12/19/12 at 3:45 pm
Posted on 12/19/12 at 3:46 pm to LSUStjames
quote:
Gates to come back for a short 4-5 year stint
Pull a Steve Jobs?
Posted on 12/19/12 at 3:59 pm to nolanola
quote:
You don't think consumers are totally confused about the product?
Windows 8 is aimed at where consumers are heading, not where they currently are. As much as I hate it we are moving away from the desktop and towards a mobile/touch interface.
Posted on 12/19/12 at 4:02 pm to nolanola
quote:
quote:
MSFT Office is still the defacto standard in Enterprise software and companies will adpot 2013 quickly due to cloud and private cloud integration. /quote
I see this changing. Give is some years but I see this changing. Someone will develop a true cross platform suite that leaves MS in the dust. They are stupid for making a different Mac suite compared to Windows Suite. This will hurt their Office business unit.
Can I please have some of what you are smoking?
Posted on 12/19/12 at 4:12 pm to foshizzle
quote:
Can I please have some of what you are smoking?
A larger percentage of students and young people in business are using Macs. MSFT makes their product hard to use on Macs. Some company will come along and make a seamless product from Mac to Windows to web to tablet.
Posted on 12/19/12 at 4:43 pm to nolanola
Can you try to hide your fanboyism a little bit? at least throw some good criticisms in there, like the stack ranking, or the C++ over-all-other-languages push...
Posted on 12/19/12 at 4:58 pm to LSUStjames
quote:
MSFT and Amazon are the best 2 positioned for Cloud services for the next 10 years.
MSFT is in the top position in the gaming and entertainment industry currently and will grow.
MSFT Office is still the defacto standard in Enterprise software and companies will adpot 2013 quickly due to cloud and private cloud integration.
Dude, where do you come up wiht this? I think MSFT is not completely fricked but these statements are just flat out erroneous.
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.
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.
3. MSFT office is not enterprise software. It is the defacto but small businesses are defecting to google drive. And its going upstream.
Posted on 12/19/12 at 5:46 pm to LurkerIndeed
quote:
Can you try to hide your fanboyism a little bit? at least throw some good criticisms in there, like the stack ranking, or the C++ over-all-other-languages push...
Fanboyism for what? I do really like Mac products but...
I have macs. I have Windows machines. I have an Xbox and now an Xbox 360. I've had a Windows phone before anyone knew what a smartphone was.
I'm just calling it as I see it.
Posted on 12/19/12 at 5:49 pm to Catman88
quote:
Come back to me in 2 years. You really need to learn how the MSFT game is played and what will occur when they drop support for earlier releases. Companies do not get the choice in their enterprise software unless they want to spend millions redoing nearly their whole IT infrastructure.
Spot on and I'm not in IT, but know enough to know how vital this is to big business.
Posted on 12/19/12 at 5:50 pm to buddhavista
quote:
MSFT and Amazon are the best 2 positioned for Cloud services for the next 10 years.
Not true.
Amazon is by far #1 and Rackspace is #2. Microsoft needs to fight IBM for a top 3 spot.
Posted on 12/19/12 at 6:09 pm to nolanola
quote:
Amazon is by far #1 and Rackspace is #2. Microsoft needs to fight IBM for a top 3 spot.
google is close to number three when you look at things like outsourced email and google docs.
And don't forget oracle. they are late to the party but they have a really solid DB, pretty much the defacto standard.
Posted on 12/19/12 at 6:12 pm to buddhavista
quote:
google is close to number three when you look at things like outsourced email and google docs.
And don't forget oracle. they are late to the party but they have a really solid DB, pretty much the defacto standard.
This.
This.
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