Microsoft's Nightmare Scenario 362
unityxxx wrote to mention a News.com article about Microsoft's nightmare scenario - the Web as the next platform. From the article: "The nightmare is inching closer to reality and Microsoft execs are apparently paying attention to the decade-old alert. As part of a management shuffle, Microsoft said Tuesday it would make hosted services a more strategic part of the company and fold its MSN Web portal business into its platform product development group, where Windows is developed. Another memo, called 'Google--The Winner Takes All (And Not Just Search),' is also making the rounds. This internal memo, written in 2005, argues that Google threatens Microsoft and the company's crown jewel, Windows."
Microsoft will be just fine. (Score:5, Insightful)
Digging in on the PC platform was a winning strategy, and still is at this point, but the rules will be changing sooner rather than later. When they do, will Microsoft be able to overcome its own inertia and innovate fast enough to stay in the game? Probably not, but the good news for Microsoft is that it doesn't have to...it just has to acquire a company that can. As it's been said ad nauseum here by myself and others, Microsoft isn't about innovation...haven't been for a while...in fact, whether they ever were is a subject for debate.
As for when this paridigm shift will occur, it won't be able to until broadband access is as cheap, plentiful, and above all, dependable as electricity or running water. Givin the fact that many areas of the world are still having issues with those, I'd wager we have a while to wait before the Web-as-platform paradigm really takes off.
Re:Microsoft will be just fine. (Score:4, Insightful)
As you said it yourself, Microsoft just needs to acquire a company that can mount a challenge against Google. But mind you, not just any company. That means Microsoft have to have enough foresight, shrewd busineess sense, a bit of luck and good understanding of the industry and its trends. Before Microsoft, I don't know of any company that solely survived on buying others and expanding. Seems like pretty innovative to me!
Re:Microsoft will be just fine. - I agree (Score:2)
The article underestimates MSFT's problems (Score:3, Interesting)
However it overlooks the point that Microsoft has extreme execution problems. Consider that even in the operating system "that was fanatically focused on" Microsoft lags Linux
Re:The article underestimates MSFT's problems (Score:5, Interesting)
Re:The article underestimates MSFT's problems (Score:3, Insightful)
But when has Microsoft ever provided innovation on a technical level that lead to a successful product? I can't think of any such case. Everything is either a copy of something else, or purchased from someone else. Even DCOM is just a subset of DCE/RPC (which is now open source).
Microsoft's problem is that, from the very beginning, they substituted acquisition fo
Re:Microsoft will be just fine. (Score:5, Interesting)
Of course, it would be good if all the world did have access to these things, but even though it's not the case, we not only do but in fact have become so dependent on these things that we can hardly imagine a life without them. It doesn't seem unreasonable to assume that broadband Internet access, and applications built on top of it (not applications as in "computer programs", but applications in a more general sense), will soon become... well, not quite ubiquitious, of course, as certain groups will probably not have an interest in these things (my grandmother, for example, while being quite fascinated by computers and the Internet has categorically said that she won't ever get one), but widespread enough that they will reach the same level of fundamentality (I hope that's a word *s*) that electricity, water etc. do.
But to stay on-topic a bit, I think that M$ is, above all, showing one thing here: namely, that they still don't understand that not everything is "all-or-nothing" and that it's perfectly possible to coexist and compete without every player but one going bankrupt or being bought after a couple of years. It's understandable that they don't understand, of course, given their history (they were effectively granted a monopoly by IBM, and have since tried to maintain that monopoly at all costs and to also expand it into other markets), but it ain't true: it *is* possible to coexist.
I wonder if they'll ever understand that.
Re:Microsoft will be just fine. (Score:2)
Re:Microsoft will be just fine. (Score:3, Interesting)
If you assume this innovation will disrupt MS's core business, then it is a little more complicated. It not only has to acquire a company that can, but it has to let that company cannibalize MS's existing business. Historically, most market leaders have a hard time doing this.
Re:Microsoft will be just fine. (Score:2)
A very good example of this is when discount retailing became popular. Woolworths was the dominant retailer. Their major competitor "bet the company" on discount retailing and became K-Mart (before that they were a traditional retailer with a different name starting with K that I can't remember.) Woolworths also tried t
Re:Microsoft will be just fine. (Score:4, Interesting)
That would be VERY scary to Microsoft, not to mention a whole bunch of other players in the market. NX delivers a pretty good desktop experience (if you aren't a game player) in around 5KB/s of bandwidth. If that were guaranteed virus-free, with backed-up storage for a modest monthly subscription - like a Hotmail or Yahoo but doing your computing not just your email - I know a lot of people who would sigh with relief, happily accept a lightweight thin client and throw out that hideous, malware-ridden fat-client piece of junk in the corner that they never understood and rarely worked properly.
Re:Microsoft will be just fine. (Score:3, Interesting)
So what exactly is innovative about them? All I've ever seen (as you said) are vague summaries that don't really sound all that innovative.
Care to enlighten?
Re:Microsoft will be just fine. (Score:3, Informative)
Re:Microsoft will be just fine. (Score:3, Funny)
Tobacco companies too...how can you keep life-long customers if they die before they even start smoking.
In the name of capitalism, we should do more.
irony: Microsoft WAS going to do this long ago (Score:5, Insightful)
From the post: as part of a management shuffle, Microsoft said Tuesday it would make hosted services a more strategic part of the company
I remember a few (several?) years back, this is the very thing Microsoft was proposing as a new business model and technology approach for their products. Interestingly, it's almost as if they'd considered this but deemed it unnecessary in light of their near world dominance and there never were any developments around it. Now, once again they're running scared and this time the threat could be real. I don't doubt their tenacity and ability to respond but I do hope at some point here they stumble badly enough that by the time they get back up the playing field will have leveled (even if only somewhat).
Interestingly in this case they're going to be playing catch up with a concept they first looked at.
Re:irony: Microsoft WAS going to do this long ago (Score:2)
Not only that, it's why they produced the whole
Web as platform... where have I heard this before. (Score:5, Funny)
Re:Web as platform... where have I heard this befo (Score:2)
I hit Submit anyway, though.
Re:Web as platform... where have I heard this befo (Score:3, Funny)
Web-based application services, less piracy! (Score:4, Insightful)
They can still hold their stranglehold on the OS market but they could also gain tighter and higher profits on their software.
Will Google Office/Phone/Internet/Talk/Browser/etc take the OS market from Mircosoft? Who knows. But it could happen. If it doesn't, Microsoft better make damn sure that they are building the OS to be the best it can be to keep people from switching to GoogleOS and Apps.
Web apps are only a part of it: Standards (Score:5, Insightful)
Microsoft can't support Open Document Format in Office because they would lose a good part of their customer base. Web apps using standards such as Javascript, HTML, CSS, etc. are also a threat (part of the reason why IE is so incompatible with some of these standards). Linux, and the resurgance of nearly POSIX-compliant environments is another threat.
In every case, this means that it is far easier to support many different operating systems with a single application. So Microsoft is in trouble.
The real nightmare is the standardization of the platforms and file formats that impact Microsoft markets. Web apps are only a small part of this.
Prime example (Score:2)
Yahoo's new beta email app is very similar in functionality to Outlook, and it's free. (Obviously it doesn't replicate Outlook features like Calendar and others, but it's a step towards that).
Re:Web-based application services, less piracy! (Score:2)
Basi
Since the greatest fear... (Score:5, Funny)
And yes, I am still grumpy about the forced upgrade to XP yesterday.
Popular theme today... (Score:3, Informative)
The BBC have an article on the same theme [bbc.co.uk] today.
It's interesting that the article almost takes it as read that just about everything will become a service, and accepts the arguments from a senior marketing guy at a software-as-a-service firm apparently without question. I'm not sure I'd agree with that view; some applications have a lot of potential here, but AFAICS, others just... don't. What am I missing?
Re:Popular theme today... (Score:2)
Re:Popular theme today... (Score:5, Interesting)
We're only just now beginning to see #4 and #5 come into play. For example, FireFox has clearly hit #4 with respect to MSIE. Linux has done a good job at chipping away at Microsoft in the server market. MySQL has left Oracle bleeding red (even though they're only at #3). Apache has decimated the market for commercial web servers like IIS. OpenOffice has significantly chipped away at MS Office in some circles (but not in the general user case yet). Audacity has become a mainstream app on home recording bulletin boards (even among non-geeks). The list goes on
I'm not saying I think commercial software is dead. Far from it. But companies that treat customers like a revenue source (e.g. web services to replace software) are not a direction that can reasonably compete with open source. The only way to compete with open source is by doing a better job. Where web services -can- compete is by providing useful services that can't practically be provided by most individuals in their own homes---email, web servers. e-commerce sites, maybe even data backups.
Re:Popular theme today... (Score:3, Interesting)
Software is just better suited to be a service, since maintenance is the largest part of the cost, and maintenance is the very part that follows AFTER you make a sale. With services, maintenance is part of the service rental fee, making the business model
Re:Popular theme today... (Score:3, Interesting)
I'm just not with the soothsayers who think
Cushy job at news.com (Score:5, Interesting)
Re:Cushy job at news.com (Score:5, Interesting)
What does that mean? Well, skip ahead four years, and Microsoft has crushed Netscape, mostly due to actually creating a better browser. I'm not defending their monopolistic practices, but, having been a web developer since around 1998, I can remember distinctly loving Internet Explorer 5.0, especially when working on the Mac, and hating development for Netscape 4.x. Of course, now the inverse is true, with Gecko and KHTML browsers being (mostly) a pleasure, and Internet Explorer development a royal pain.
My point? Microsoft has been late to the table before. But when they want to catch up, they can.
Invasion of the Microsoft apologists (Score:4, Insightful)
Just because this threat to Microsoft was recognized in 1995 and overcome doesn't mean the News.com article is a fluff piece. Google is a very, very real threat to Microsoft, is draining their employees, and killing their morale as Microsoft works overtime to update old cashcows while Google explores new territories. All Google has to do is release an online office suite that never needs to be installed and is always up to date, and Office will start to die off (see Salesforce.com versus Microsoft CRM).
Google is threatening their platform, and Apple is threatening their control over the digital media platform (and therefore Microsoft's bid to control the living room via media devices). Along with the creaking management structure, this is the beginning of a decline in their power.
The good news (Score:3, Insightful)
Well... (Score:4, Interesting)
Re:Well... (Score:2)
It was about time (Score:2, Insightful)
The web as a platform? No, thanks. (Score:3, Interesting)
I think about how I use programs like photoshop and flashmx when i'm developing web sites. There's no way those huge-ass programs are going to be hosted and downloaded/run on demand. On the other hand, I need connectivity to upload my work to the web and test/publish it. The internet facilitates a good deal of things we do, but there's no way it could be a platform anytime in my lifetime.
It's like the relationship vehicles and highways have. Everyone owns their own vehicle, and they're responsible for the good running condition of that vehicle, and the highway facilitates the usefulness of that vehicle.
Re:The web as a platform? No, thanks. (Score:2)
You might want to recheck that. It's been done before [blogspot.com], and it will be done again. [c3.cx] (Use test:test for user/pass.)
Re:The web as a platform? No, thanks. (Score:2)
I'm sorry, do you define Word Processing [fckeditor.net] and Spreadsheets [activewidgets.com] as "anything"?
You've picked a very specialized type of program to complain about. Even then, however, solutions do exist. SVG is perfect for vector drawing, and Applets can be used to provide the per-pixel drawing necessary for raster image editing. The point is that *most* of what people do with their computers can be done with a web platform today. And if a need arises for something
Re:The web as a platform? No, thanks. (Score:2, Informative)
Climb out of your box! There's no way those huge-ass programs need to be downloaded or run on your machine. They can run on a huge-ass server somewhere else with only screen, keystroke and mouse movements travelling over the 100 mbit pipe into your office. And, you can store the data files on your local hard disk if you like -- so you still have control over your data.
Think about how the world will be when we a
Re:The web as a platform? No, thanks. (Score:3, Insightful)
This is great analogy. Imagine Google came along and said, "Hey, we have this fleet of shuttles that'll take you anywhere you want to go, just pay us a fare every time you ride." You think about it. Because of the scale of their operations, they could be a lot more reliable, but you wou
Long live the revolution! (Score:3, Insightful)
Let's keep it that way, shall we?
No AV or Firewalling Server Side Apps (Score:5, Interesting)
Re:No AV or Firewalling Server Side Apps (Score:3, Insightful)
Hint: Who the hell's forcing this down your throat. Don't like it? Don't use it.
Hint 2: Like this is anything new fer chrikeys sake!
Re:No AV or Firewalling Server Side Apps (Score:2)
Is it really "calling home" if they already are "home"?
It seems that this would be the tradeoff for getting to use the application for free, as it is now with Gmail and Yahoo's new email app. Of course this is only just taking off and there could well be pay-for-use apps down the road.
Re:No AV or Firewalling Server Side Apps (Score:2)
Marketing idea (Score:5, Funny)
Not mutually exclusive (Score:5, Insightful)
So no worries for Microsoft. There'll always be a place for the operating system. In fact, web services simply create more opportunities for Microsoft. The more useful a computer is, the better they do. Microsoft just has to be perceived as providing enough value beyond a dumb Net terminal that it makes it worth it to buy a computer. Given the price difference between the two, it's not that difficult a proposition.
Re:Not mutually exclusive (Score:3, Insightful)
Desktops are used mostly for internet-based activities: e-mail, web browsing, file sharing... The local computer's OS is not as relevant as it used to be. Microsoft needs their OS to be important to the user to prevent switching in the long term. Whether it's dependance on client apps or a more proprietary web, they want people to want Windows. They're afraid that when the dependance drops, so will the customers.
Oh Noes! (Score:3, Funny)
If they're so worried... (Score:2)
I mean now that Google is public what's stopping Microsoft just buying a controlling share and claim it as it's own?
Re:If they're so worried... (Score:3, Informative)
Re:If they're so worried... (Score:3, Insightful)
Re:If they're so worried... (Score:2)
Not to mention some of the major shareholders wouldn't sell.
Short answer.... (Score:2)
Re:If they're so worried... (Score:2)
Re:If they're so worried... (Score:2)
MS would get slapped with a breakup so quick they wouldn't know what hit them.
AJAX (Score:2, Insightful)
I don't buy it.... (Score:2)
1. Consumers will still need -some- kind of OS even after their "computer" is roughly equivalent to a Tivo.
2. The doomsday assumption is roughly based on "network provides the computing"/thin client kind of environment where I just don't see that happening everywhere with most devices.
3. It ignores Microsoft's wise practice of marketing a chain of products that work pretty well together and block competitors at the same time.
4. It assumes their monopoly is somehow threatened and it's not. Even if t
The web is not an applications platform (Score:5, Insightful)
Re:The web is not an applications platform (Score:2)
You know, you really should try to stop using port 0. You've been told before it's a bad thing!
Re:The web is not an applications platform (Score:4, Insightful)
Indeed, as the parent poster may have suggested... imagine the security problems with online banking. Surely, this is a web application which will never come to pass.
The difference between Microsoft and Google... (Score:4, Insightful)
Google actually innovates.
Re:The difference between Microsoft and Google... (Score:2, Insightful)
I think Cringely [pbs.org] put it best when he wrote
Re:The difference between Microsoft and Google... (Score:2)
Re:The difference between Microsoft and Google... (Score:2)
*) scaling pagerank. They created a platform of cheap x86 boxes with a free OS(linux) where they have living blob of computers which they can easily maintain, just add a redundant node and forget about it. They allowed
Re:The difference between Microsoft and Google... (Score:2)
Re:The difference between Microsoft and Google... (Score:2)
I always recognize genius, whether it benefits me or not. Believe me I probably hate them and their arrogant employees more than you.
How is this a nightmare scenerio? (Score:2)
Nightmare? Hell. This is Microsoft's wet dream. Watch. They have a plan. They've had one for far longer than anyone else. Why do you think they put Netscape out of business? Because they're just mean?
No. It's because they know that the web is the next platform, and they want to 0wn it.
Re:How is this a nightmare scenerio? (Score:2)
To be honest, their Atlas project was more robust
An AJAX-Oriented OS? (Score:2)
Perhaps MS is realising that the WinTel combo -- a software platform based on the 8086 family -- is threatened by a new foundation to which applications can be written: the "virtual machine" of Javascript/DHTML with XSLT (an
A platform...only if you have a connection (Score:3, Insightful)
I guess in a way, Microsoft doesn't have that much to worry about. Not now at least. But they'd better start planning for the future for when we do get world-wide broadband Internet access.
Re:A platform...only if you have a connection (Score:2)
It's getting connected. Big places that matter (big businesses and government) are that connected. The instant people start writing web apps as the default, the instant Windows becomes irrelevant to a company. At that point, you need an OS, but whatever OS is cheapest, easiest to lock down, and has a web browser that works, wins (or at least has a fighting chance for consideration). People start using webapps at work, they get used to it and start getting more co
Two totally different companies (Score:2)
I'd point
Nothing new here. (Score:3, Interesting)
So it breaks down into a browser war again. He who controls the viewer controls the world.
IMO, the biggest threat to Windows... (Score:3, Insightful)
Honestly, once you make the switch, the crappyness of Windows becomes so obvious that one wonders why people are putting up with it. I wholeheartedly regret not abandoning the Windows platform back when it was obvious Win98 wasn't much more than a GUI-glorified DOS. Biggest mistake I've made, in terms of lost productivity and expense of maintenance.
Re:IMO, the biggest threat to Windows... (Score:2)
R.I.P DOS
nightmare for us too (Score:5, Interesting)
Sounds pretty damn scary to me, too.
...to name a few problems individuals and corporations will have.
Why does everyone try to make the web more than what it is- an interactive information platform? Just because you CAN do something, doesn't mean you SHOULD.
Re:nightmare for us too (Score:4, Interesting)
Making things that depend on stable electricity supply was out of thought some decades ago. Today nobody will question to create a device that requires a power connection to function.
Requiring a network connection to work won't be a problem in the (hopefully near) future. In fact already, I do most of my work on the Internet today: phone, mail, banking operations, etc...
What has microsoft done lately? (Score:4, Interesting)
I can't wait to install that baby and stay up all night playing with it and then show it to all my friends and family.
When I read "google" in a headline, I pay more attention...I am thinking "what cool thing has google com up with now?" google earth, cool , installed it, showed it to my elderly parents and they were impressed; Adwords,Adsense - cool how can I earn some extra bucks playing with this.
google wifi? google tv? sounds interesting. Go Google.
Microsoft have the wrong focus... (Score:5, Insightful)
In The Science Of Getting Rich, Wallace Wattles talks about how money is primarily made on the creative plane rather than the competitive plane; where the focus is on solving problems or adding real value to people's lives, not on knocking everyone else out of the race.
Microsoft's biggest problem in this regard is that everyone is seen as an enemy, and everything is seen as a threat. If Steve Ballmer actually had a brain in his head, he might realise a couple of things:-
1) Microsoft CAN'T be everywhere at once. It isn't possible. They can't be developing new operating systems, upgrading Office, creating development software, and conquering the Web all at once.
2) Because of 1, other companies are going to be in some computer-related niche somewhere.
3) While Microsoft are busy upgrading Windows or Office, if they want to have some kind of online service, what they could do is what I saw Yahoo doing a few years back. Instead of re-inventing the wheel with their own search, outsource to Google as a backend. Google are still going to have their own site, of course, but what this would mean is that Microsoft could market their own content (syndicated news and so on) on top of Google's search, and if Microsoft's extra content was good enough, they might find that MSN became more popular than Google's plain site anywayz.
4) In doing 3, Microsoft would still have a web presence, (which they want) people could keep using Google, (which they want) and both companies would make money. The reason why Steve Ballmer wouldn't accept an idea like this is because he is insistent on Microsoft completely cornering any and every market it enters, and if they keep doing this, eventually they will end up with nothing.
There are other reasons why Steve Ballmer should be fired, as I've said before...but the monopolistic attitude is the main one. If he is allowed to stay in charge and maintain it, it will eventually destroy the company, and possibly hurt a lot of other people in the process. The bottom line is that, contrary to the popular opinion on Slashdot, there was a time when Microsoft actually did do some genuine good...but with Ballmer at the helm, that is no longer possible. All he cares about is monopoly and economic self-preservation...not about providing a service.
Why Microsoft isn't buying google (Score:3, Insightful)
If Microsoft bought all of that, they would immediately lose a large amount of money, as they would have to buy out all of that stock, which would plummet in price if it was known that Microsoft bought it. Google isn't worth anything unless its owned by google- they're valued due to the whole "trust" thing. Plus, this assumes that over 51% of the available control share of the company is available. Publically traded doesn't automatically mean that a controlling margin is possible to aquire.
So yes.. it's possible that Microsoft could buy Google, but it'd be damned hard without risking alot of money, and could even be seen as illegal due to anti-trust laws (however shaky they are).
Has anyone asked Joe Sixpack yet? (Score:2, Interesting)
Meanwhile
Google only sells ads (Score:5, Interesting)
What it comes down to is Google sells ads. That's its core business. Google is a media company. Reinventing a company is expensive and dangerous, few survive reinvention, that's why Google will always be a media company and Microsoft will always be a software company and Ford will always sell cars.
Microsoft will not be okay... (Score:5, Insightful)
Slashdot see's work as work. You got to work, come up with a new idea, change a very small pocket of the world, make a paycheck and go home. This is their idea of fine and after Google gets done with MS this is exactly where MS will be, a company that is smaller but makes software, turns a profit, and goes on their merry way.
Microsoft see's work like any major company. We need growth, greater profits, more control, higher market share, more more more! If you aren't, you are either shrinking or just about to, because you won't be able to get capital if you aren't growing. The stock market is all about growth. Companies need to be turning more and more profits. If you aren't no one buys your stock and you don't get any capital.
The web will be a platform, not the platform. As a platform its far cheaper to develop and companies retain more control of their own creations if they develop it themselves. They create the application they want, market it to their niche, or use it internally to cut costs, and completely cut microsoft out of the equation. You can't use it for everything, but that's the point, there really isn't one answer for everything out there. Microsoft has been pushing their one size fits all philosophy but corporations are outgrowing that, like children outgrowing their shoes.
So as more web platforms are developed, fewer people buy windows solutions for their specific tasks. Some companies find that web based solutions may work on Linux or Mac, and decide to switch. Not everyone will do it, but there will be options, and corporations will take it.
Then Microsoft will lose revenue. They'll shrink. Windows will not be the choice for everyone. They'll scale back to a majority player, maybe retain a #1 status, but not the same dominant force. They'll effectively lose money and control. Microsoft is basically afraid of losing control and losing money. In that way they won't be fine. They won't be "Microsoft, ruler of the computer universe." Anything that threatens that is not fine to them.
The web will NEVER be the "next platform". (Score:2, Insightful)
I have never known a business person who would allow confidential letters to be typed in such a manner that they travel outside the company while being prepared. The same applies to all company data.
It's possible to buy a laptop for $500, and a desktop computer for $200. There is no financial pressure to rent software. Open Office 2.0, out soon, is all that 98% of companies need.
I have never known a business manager who would allow an important letter to travel anywher
Web based isn't for everything. (Score:4, Insightful)
Code Red article in today's WSJ (Score:3, Interesting)
They are trying to consolidate the platform into a small core with more of an add-in technology--it looks like they are starting over with a different core based on an enterprise-only version of NT.
They also had some great new procedures like continual builds and automated testing. (Can you imagine that those are NEW in Microsoft??? What kind of stupid kid-games have they been playing???)
One concept I really liked was BUG-Jail. When too many bugs are found from a single developer, that developer is not allowed to write code for a while. They didn't say what they did with 'em, but I think an appropriate task would be to put them on the QA team for 6 months.
I wonder if some of the changes mentioned in this article are more a result of this restructuring...
Keyboard shortcuts... (Score:4, Interesting)
And I know that you can make custom command shortcuts that the *app* not the browser responds to. But that's retarded. I have to now think of my shortcuts like nested namespaces? Is this the mnemonic for the hosted app or the host? No way.
ZUL is the best bet here, I and I applaud that effort. But traditional HTML web apps simply don't cut the mustard. They aren't applications, in my mind, if they don't behave the way applications have behaved for 20 years. And frankly, it's not like I need to just get with the program and accept the new. The new sucks, it isn't as good as what we've got today. I refuse to adapt to an inferior process.
Wake me up when they can make an app as rich as Flash MX, or Photoshop, or XCode run in a browser.
Google smoogle. (Score:3, Interesting)
The one's to watch are firms developing toolsets like those of Salesforce.com and then selling local, turnkey solutions for businesses to host in their own data centers. MS has been talking about a subscription model for a decade now, and they could just as easily move this way.
BUT...hubris is a mighty nemesis. MS's current leadership is focused on monopoly above all else, and this limits their freedom of movement and ability to develop cool stuff for the sake of developing cool stuff. Everything is developed within the prism of how does this reinforce the monopoly. Bring a new breed of internet-savvy,leadership into MS, who can ignore monopoly to develop unbundled, boutique products (high margin, high "it-factor")and you will have a monster on your hands.
To be brutally honest, Google offers me nothing that I just "can't live without". They offer nothing that I have not seen before, although they do have elegent implementations. The best thing I can say about Google is that at least their directmarketing ads are not as annoying as Yahoo!, but at the end of the day they are a direct marketing firm whose sole purpose is to monitor my behavior and bombard me with ads. I despise that business model.
And when turning on your computer... (Score:3, Interesting)
Linux Nightmare Scenario (Score:3, Interesting)
When you have a hammer... (Score:3, Interesting)
Google Maps work because people don't want to allocate terabytes of storage for maps of the world. Web-based mail and homepages work because most people don't want the work of maintaining their own mail servers and web servers.
However that doesn't apply to an office suite, when you get down to it, or something using a local database on your machine. There aren't a huge number of advantages to hosting your office suite on a remote server and pulling the apps down the network when you want to run them, and there are a number of downsides.
I'm not saying that Google isn't going to become a major player in the web services business, or that MSN in time won't become an equally big player. But what I am saying is that locally hosted applications aren't going to go away either, and ultimately, the security of the PC depends on the security of the operating system running on it.
I don't buy it (Score:3, Interesting)
What I consider the first part of MS nightmare scenario is working itself out in Massachusets right now: the state government has established a policy on open formats and protocols that wipes out Microsoft's ability to lock people into applications. The second part will start rolling in within the next five years, as Open software starts to establish itself on the corporate desktop.
Microsoft's main profit center is the symbiotic lock-in between Office and Windows. Those two business units support all the other development Microsoft does. People buy Windows in order to run Office, and they buy Office because, among other things, they have to buy it to maintain the investment they've sunk in thousands of documents over the years.
Micorosft got rich targeting the corporate desktop, because that's the low-hanging fruit of the software industry. It offers large numbers of machines all doing basically the same thing. The required feature set is well-defined, and it tends to remain stable over the years. They managed to hold that market by locking users into Office with proprietary formats, and by making Windows a more or less necessary requirement for running Office.
Thing is, OSS is heading for the very same market, because once again, it's the low-hanging fruit of the industry. It's so easy to build a positive feedback cycle around an office suite that you'd almost have to work *not* to do it.
OSS applications are on the leading edge of being mature enough for regular desktop use, and as more people adopt them, you get more pressure to make them even more mature. Sooner or later (and getting sooner all the time), OSS products will be be seen by the regular public as suitable competition for Office and Windows.
When that happens, Microsoft's main revenue stream will be under attack by a set of products that can't be killed by normal business methods. And to be perfectly honest, Microsoft has a lousy track record of trying to diversify into other markets. Its core markets will start drying up, and it won't have any new markets to move into.. certainly not at a level that will replace what it's losing from its core markets, at any rate.
When the money goes, so does the support for peripheral development, experimental products, and just plain 800-pound-gorilla domination tactics. Microsoft won't have the resources to fight an indefinite war against Google, try to edge its way into the online music market, subsidize its Xbox foothold in the console market, and so on. It will have to tighten its belt and fight to hold its ground, and sit around watching opportunitiues pass by because it just can't afford to take a strong, committed risk outisde its core market.
*That's* Microsoft's biggest nightmare the way I see it.
Death of PC gaming is Microsoft's REAL problem (Score:3, Interesting)
The true threat to Windows continued prosperity is the Xbox 360 and the PS3.
PC sales have been dominated by growth since 1998 in two sectors:
1 - Home PCs
2 - Notebook sales (which has just this past year also shifted to personal use notebooks and away from business use notebooks as the main growth factor in main growth)
Business desktop sales no longer lead market growth and there is no reason to believe that is going to change anytime soon. There is simply no killer app which requires it. There are none on the horizon either.
The new sales of personal use PCs critically depends upon continued hardware evolution and "killer apps" to fuel demand for those platform upgrades. It is those upgrades which is the source of all Microsoft's future growth.
Home sales rely upon PC games as their primary killer app with evolving hardware requirements. It's that simple. Reduce demand for that natural hardware churn and you have a REAL problem with your bottom line in Redmond.
And that business is seriously imperiled.
Make no mistake: PC Game developement of Triple A titles is essentially dead in the water. And I don't mean maybe. I mean STONE COLD FUCKING DEAD. It's a mere FRACTION of what it was even five years ago. Piracy is the perceived problem and the publishers have bailed en masse from funding development for the PC platform in favour of the PS3 and Xbox.
We are NOT in a market lull in PC games. We are in a wholesale abandonment of the market by hundreds of game developers and virtually every software publisher. It's been happening for three years and the effects are really starting to show up now. From here on in for the next 36 months - it only gets worse and worse.
Introduce Windows Vista? To that market? Dream on guys. Dream on.
Without new PC Games fueling demand for new PCs - there is a vastly reduced need for new operating systems. Microsoft's sales of Windows Vista OS are already sharply imperiled.
If Redmond wants to worry - worry about that. Google is a hiccup in history. The disappearance of the renewable killer app which has fueled continuous platform upgrades, on the other hand, is a grave and serious problem for the entire PC industry.
They's better hope business takes to Skype in a hurry - or the whole industry is in for a wave of depening red ink and contracting sales.
Re:Uhhuh (Score:2)
Re:MS's Nightmare (Score:2)
Re:Can someone explain this FA ? (Score:3, Insightful)
Really, I'm confused by all tis talk of Google challenging Microsoft. Until Google launches a new Office suite or perhaps even a browser, I don't see what exactly is supposed to be hurting the guys at Redmond. What web sevices, other than hotmail (which hasn't gone away) and MSN does Microsoft depend on.
Re:windows preferences (Score:2)
Re:I don't get it (Score:2)