Linked by Thom Holwerda on Sun 13th Jan 2013 14:48 UTC
Windows Tom Warren: "While Intel is trying to keep the Windows tree healthy, Microsoft is hoping that the leaves don't start to drop off before its own family of Surface devices are fully ready. Redmond isn't 'priming the pump' here, it's planting seeds for the future. If Microsoft is successful then it could be the world's biggest Windows OEM in just a few years. The future is Surface." You just have to look at the difference in build quality and supplied software between OEM devices and Surface even though Surface is cheaper to realise that the age of Windows OEMs is coming to an end. The writing's on the wall, and the OEMs know it: there's no future for them in Windows.
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cdude
Member since:
2008-09-21

Well, there last stand, the desktop market, is heavy under fire. In all new markets, the heavily growing ones, they failed. A rounding-error market share. Not dominant, not competitive.

I doubt a company like Microsoft is able to survive for long without there dominant position, without there ecosystem lockin. They may not die but they may end as niche offer like HPUX or Solaris. That may work well in profitable business areas but as company focused on the mass consumer market its rather fatal. More so taken the decades into account Microsoft did not had to compete.

Microsoft needs to shrink fast to stay profitable. Close expensive failures like Bing and WP. Bring there profitable businesses like Office to Android and iOS, open up to become actractive for investment again.

They need to change and adjust and that needs to happen very fast.

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