Linked by Thom Holwerda on Mon 29th Aug 2005 16:26 UTC
For as long as most technologists can remember, there has been Wintel, the $250 billion industry dominated by Microsoft's Windows operating systems and Intel's microprocessors. But Lintel, or the Linux operating system and Intel, is now encroaching on this empire, and behind it is the entire open-source software movement, which threatens to overthrow the Windows industry.
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Anything's possible but it probably won't happen. Not to say that it doesn't present credible competition ...
MS is merely a solution to a need, everpresent and powerful at the moment. Others like RedHat and Novell will follow. They have momentum thanks to MS's licensing and security blunders of late.
But don't count the giant out yet. It could reinvent itself; no, it must reinvent itself.
MS is now it's worst enemy. The desktop and Office suites are cash cows but people are resisting the upgrades. These products have been stagnant for so long that big competition is close, and worse yet free. Not enough people are buying new computers, so where is MS going to get the cash to maintain the empire?
Diversification.
But there's Linux again in the server market. It has good footing on phones, PDAs and internet appliances, too. It so flexible it can run on virtually all hardware and for any purpose. Vendors love it for the freedom and cost. How do you compete with that?
I guess there's always the X-box.
I would be cashing my MS stock soon.