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November 14, 2012

Comments

cycnus

@John Waclawsky

I wonder how much money astroturfer got for every post on this blog.
This blog is really tough. :)

Lasko

Looks like Windows 8 isn't the burner either.

http://winsupersite.com/windows-8/windows-8-sales-well-below-projections-plenty-blame-go-around

But we all know, the OEMs are to blame, the economy is to blame, Sinofsky is to blame, Intel is to blame ... blah blah ... and wait! Thanks to some commenters we know! Google is to blame! Google is evil!

RyanZA

@Lasko

Google actually is to blame - their strategy of giving away Android/Chrome/Search etc is doing a good job of killing off Microsoft's OS monopoly. Which is the obvious counter to Baron95's point above. What has Android/Chrome done to help Google? There you go... haha. Google is one of the few enterprises still planning for time periods greater than the next 2 quarters... Microsoft is full of people like Baron95 (haha, just a hint of who might be paying him...?) - if it doesn't make profit in the first quarter then throw it away!

MS needs to control their urge to get into every market they can find. Did Google release a desktop OS? Of course not - they would not be able to properly compete with entrenched Microsoft. Microsoft needs to get out of the mindset of shuffling their best engineers around to doomed projects like Bing or Windows Phone. They need to jump on areas where there is no clear winner yet - Kinect powered virtual glasses that can detect people? At least they have a tech advantage with kinect in that area.

Lasko

I actually quite like Baron95. His comments on how good Microsoft and Windows Phone is for developers and the advantages of Windows Phone 8 and why it is the third ecosystem made me laugh for days ;-)

It doesn't matter if he is getting paid for it or not (I don't think so, the motivation is morbid fanboism), because basically it is over.

Windows 8 is failing (we all know what a Ballmer'esque 'modest' means, PC market has shrunk 10% - 15% despite the launch of Windows 8, experts like Nielsen calling it crap, big names like newell from Valve or Pardo from Blizzard mobilize against), Windows Phone 8 is failing (the internet is full of reports now that it is broken, constantly locking up and rebooting with Microsoft having no idea why or fix in the pipeline, return rates skyrocket making resellers think twice), Surface is failing (4 millions have been sold so far - comparison: iP5 launch day 5 million, iPM launch weekend 3 million, not to speak of kindles and other android tablets - and, according to insiders, also a high rate of return), Server market is collapsing (Windows down from 70% to 30% in just three years), the Office segment is in a increasingly thight corner due to replacements like Google Services as the Console market is due to mobile devices like iPad and alike. The internal management is on bad terms and is lead by the worst CEO in history ((c) Forbes).

One might think of Demerjian whatever he wants to think, but his analysis is crystal clear. The cage Microsoft has built for the last three deacdes to lock their customers in is also a cage which keeps you out once you've left. And people are leaving, massively.

Microsoft will go down. Will it vanish? No. Will it reduce to a size where it is finally no longer a burden to the industry? Yes. And that's a good thing.

chunky necklace beads

Hey tur! Vai jūs zināt, ja viņi dara kādi spraudņi, lai aizsargātu pret hakeriem? Es esmu kinda paranojas par zaudēt visu, ko esmu strādājis smagi. Jebkurš padomus? Hey tur! Vai jūs zināt, ja viņi dara kādi spraudņi, lai aizsargātu pret hakeriem? Es esmu kinda paranojas par zaudēt visu, ko esmu strādājis smagi. Jebkurš padomus?

cycnus

@RyanZa

Actually,
Google were trying to enter the 'Desktop' area too.
But not ordinary desktop....

in the phone area, there were smartphone (android, symbian, iOS, WP) and dumbphone (S40, BB pre-10).

Now, Google creating the same thing in Desktop area.... it's called ChromeOS with 2 product ChromeBook & ChromeBox.

It's not a desktop like ordinary desktop, it's a featureDesktop (a.l.a featurephone).
... http://www.google.com/intl/en/chrome/devices/
(btw, you were seeing my next 'desktop'.... lol)

RyanZA

@cycnus

Yeah, but those aren't direct competitors. ChromeOS is for institutions that require 'throw away' style hardware for their special intranet browser based apps. It doesn't try to fight Microsoft directly in their area of strength (desktop), and rather is trying to open a new niche for special terminal-like devices (more akin to old mainframe style computing).

If Google was Microsoft, they would have launched a Google Doors that was a desktop linux OS similar to Ubuntu. And they would have launched a Google Game console. Maybe made a software publishing business for games and random software...

In short, Google only launches products in areas where there is a lack of competition, while Microsoft launches products as soon as there is competition.


cycnus

@RyanZA

the ChromeOS hardware is the same hardware as the Android device...
If Google want to put android in it, it would require very little effort.

cycnus

We talk a lot how Windows CE failed, Windows WM failed, Windows 7 failed, Windows 8 failed...

Remember Kin?? (and also Bob?)
http://techcrunch.com/2012/11/19/internal-videos-show-microsoft-released-its-kin-phones-knowing-they-sucked/
That article along with the youtube video wired had really show that Microsoft brand is (forgive my language) worth shit.
http://www.wired.com/gadgetlab/2012/11/unreleased-internal-microsoft-videos-show-why-kin-crashed-and-burned/

cycnus

Oprah is also astroturfers... LOL...
http://thenextweb.com/shareables/2012/11/19/oprah-plugs-the-surface-on-twitter-uses-an-ipad-to-do-so/

She really sold her name, and now her name is ruined...!!!

John Waclawsky

@cycnus ...That's pretty funny tweeting how wonderful the Surface tablet is from an iPAD. What a bunch of marketing morons LOL

John Waclawsky

I just spotted a Microsoft talking point against Google. The tired old "fragmentation" nonsense. Anyone who mentions it is just spreading Microsoft FUD and doesn't have a clue what it really means.

John Waclawsky

Again we see the astroturfers talking to each other. Of course the Microsoft talking points are always inserted somewhere in the hopelessly meaningless discussion. Truly pathetic and now becoming comical

Tomasz R

For Microsoft as the producer of applications the lack of WP8 market share means reevaluation of its whole strategy. That now is based on producing application software for only one platform - Windows. As of now it looked like a double win:
- Application divisions saved money on producing applications only for Windows, rather than spending them on multiplatform, while not loosing much marketshare due to lack of multiplatform support - as Windows got over 90% of the market.
- Windows division got a boost from exclusive Microsoft titles, not available on other platforms, that supported Windows monopoly.

Right now, with Windows being a minor player in tablets and phones there just have to some push from application divisions to allow them to provide their software for iOS and Android.

Most likely blocked by the CEO and the board probably still believing in Windows succes in phones and tablets, thus allowing them to keep current Windows-based strategy forever.

Earendil Star

Never underestimate Microsoft.

Meanwhile, at Nokia, other opportunities have been squandered...:

http://www.wired.com/gadgetlab/2012/11/hands-on-nokia-here-maps-app/

Come on, the CEO is a former softie, but software still sucks? Maybe that's no coincidence...

On payments by MS to Nokia, it is certainly true that MS money transited through Nokia.
Yet, that money was for PROMOTING WP. It did not stop at Nokia.

Remember, THT Elop loves to reiterate that his aim is to have WP becoming the third platform in mobile. Weirdly, what happens to Nokia is of NO interest to him.

So, if MS is paying money for WP promotion through Nokia, that is an interesting thing, but should NOT be considered as payment TO Nokia.

In this sense I believe MS has paid Nokia absolutely nothing for what they have been gaining and achieveng

Tester

@Baron95:

Past profits aren't worth anything. You only have to look as far as Nokia for proof. End of 2010 they were increasing profits and look how hard they tanked.

Who is to say that the same won't happen to Microsoft?

Just with Nokia there's ample evidence that their business model is reaching the end of its lifespan. The signs are all there but hidden in the good profits they still make.

On the other hand Google is investing in the infrastructure of the future. It may not yet pay off right now but who knows how the computer landscape will look in 5 years? I'm sure it'll be a lot different than it is today.

Companies who plan their strategies according to the next quarterly report will inevitably fail at some point because there's no long term planning and they miss the trend.

Long term planning means risk taking, it also means that some strategies will turn out to be less effective than anticipated but going the route of least resistance is a certain road to death. Again, watch Nokia. They rested on their past Symbian laurels until it was too late to turn the ship around. So they jumped off - onto an old and also doomed old rustbucket.


You make the age-old mistake to judge a business decision by immediate financial turnout. Yes, sure, that's what the shareholders interested in the dividends might want, but this attitude is one of the root causes of economic problems that plague the western world these days.

So, if I had to invest some money today, I'd invest in Google.

- Apple is overpriced already, therefore too risky.
- Microsoft will face some serious problems in the near future and their attitude - in particular their braindead insistence on forcing Desktop Windows users to use Metro - clearly shows that they are unable to change.

- Google on the other hand takes risks, they are trying new things. They prepare for the future - a future without a monopolist who can shove their arrogance down their customers' throats. It's just too bad that they haven't done a real desktop OS yet. Now that could outright kill Microsoft. Well, maybe they do when MS is showing the first cracks in the shell...

cycnus

Microsoft vs. Google

My thought...

As astrosurfers many time write in here that Google = Bad, Microsoft = Future, I would like to write about what I think the whole nine yard that start this all.

Back when Google still young, Microsoft demonstrate that Microsoft is the real 666. Microsoft destroy Netscape in 1 simple step... by integrating the internet explorer into Windows. Google know that their future is so fragile, anytime that microsoft wanna play dirty, they will be gone. Because Netscape is not the only proof that Microsoft willing to play dirty. Back in the day of DOS, Microsoft sabotage DR-DOS, by including a 'string search' in Windows. If Windows found that the DOS were DR-DOS, it would give problem. This is proof in court that by simply changing the string from DR-DOS into MS-DOS, it would run windows better than MS-DOS did. (http://en.wikipedia.org/wiki/DR-DOS#Competition_from_Microsoft)

some crazy ex. Having Bing (formerly MSN search) as default in Internet explorer... and when user change into Google, Microsot launch an update an change all default search into Bing again and again...

Other than that,
Google already paying large sum amount of money to Opera, Mozilla, and also apple for displaying google as the default search engine...

So,
Why not securing the future by building something that can't be sabotage by Microsoft?

and now, microsoft feel threaten by this google gesture and also the open source movement linux, symbian, etc. and microsoft launch the biggest pre-emptive strike against all non-microsoft beside apple.

Some astroturfer might call me school boy, etc. I don't really care. I already happy that Microsoft reap what they sow. WP7 failed, WP8 also fail, Surface fail.

elm70

@cycnus

Nice post ... I did not know the story of DR-DOS and windows.

So Google moto "don't be evil" ... it is really dedicated to Micro&Soft ;-)

In my view I see Windows RT to fail with the useless and expensive surface tablet, then it will be Windows Phone to die ... then Windows, and finally Office.

Microsoft has 60B cash so it will be still around for years, I expect more patristics actions from Microsoft, like the astrotruffles and further destructions of ex competitors (like they did with Nokia) .. anyhow still Bill Gates is selling billions of stocks every 3 months ... even is co-founder is shorting Microsoft LOL ... this company is doom ;-)

Open source OS, is going to be the future, with convergence-replacement into smart-phone tablet ... the PC are history, so will be Microsoft.

Unlike Commodore, nobody will be missing Microsoft once it will be gone ;-)

Tchuss

e_lm_70

ps: About school boys and margin ... who cares of margin in % ... with positive margin, it is better to maximize the amount of profit not the % margin ... as well ... better have slim margin in % and a sustainable business, then a huge margin in % and non sustainable business (like apple: soon they will have to review their strategy ... but till they can make innovation they can keep huge margin)

cycnus

@elm70

DR-DOS is not the only victim of Microsoft in Desktop OS wars. Microsoft was the software company that got the outsourcing job for OS/2 (The 2nd OS, the OS after the DOS). Microsoft stab IBM from the back with Windows...

Microsoft also kill the Microsoft Office competitor like Word Perfect, Lotus, etc by offering OEM market a low price for bundling MS Windows + MS Office.

but, so far, from all the anti-competitive way of doing business of Microsoft... sending a trojan horse to nokia is the biggest sin of all. It's a sign that Microsoft will do anything... I literally mean ANYTHING AT ALL COST.

Felipeko

@Baron95 Google's gross margins have been increasing every quarter and just declined now because of Motorola's business (every hardware business has lower margins) got incorporated in.

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