Linked by Thom Holwerda on Wed 5th Feb 2014 09:51 UTC

Satya Nadella needs to find Microsoft's new "a computer on every desk and in every home running Microsoft software". Here's my stab at it: Microsoft services, sending data to and from every networked device in the world.

The next ubiquity isn't running on every device, it's talking to every device.

Interesting view.

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RE[4]: Comment by MOS6510
by Phloptical on Thu 6th Feb 2014 14:15 UTC in reply to "RE[3]: Comment by MOS6510"
Member since:

"To me it seems Microsoft has an advantage with Windows and Office in the business world.

Seems to me that 'advantage' is shrinking everyday.

How, exactly, is that shrinking?

Corporate IT 101 -- Windows on the desktop, Windows Server on the VM, MS Office on the workstation, and MS SQL for the DB.

Shrinking because of Linux? Yes, Linux exists in the datacenter but the user population doesn't want to know about it, see it, touch it, or think that it exists. So it runs happily behind the scenes cloaked in the garb of ESX, WAN accelerators, switch OSs, Spam filters, de-dupe devices, SAN OS, etc.

Shrinking because of iPad/Android tablets? Lol....right.

MS was hurt by Windows 8, but by no means have they lost their hold on the corporate world because of it. As long as I can buy end-user hardware and run Win 7 on it, I'm good to go. Just buying time, while waiting for Win 9 to magically fix all the problems.

Reply Parent Score: 2

RE[5]: Comment by MOS6510
by Fergy on Thu 6th Feb 2014 14:35 in reply to "RE[4]: Comment by MOS6510"
Fergy Member since:

How, exactly, is that shrinking?

It is all about the apps and the services. New apps and services already start agnostic to windows/linux/mac x86/arm/mips. Older apps and services are slowly converting or dying out. A lot of businesses use a web interface or vnc interface so it doesn't matter what kind of pc they have or if it runs windows. Office might still be the best suite but do you really need it for your job? Is it worth the licensing costs?

Edited 2014-02-06 14:36 UTC

Reply Parent Score: 4

RE[6]: Comment by MOS6510
by Nelson on Thu 6th Feb 2014 17:46 in reply to "RE[5]: Comment by MOS6510"
Nelson Member since:

Apparently, yes since Office signed up 3.5M subscribers. Yes. Subscribers. As in recurring revenue.

Office 365 is a $1.5B business. That's aside from the Office licensing behemoth. Licensing revenue is up 10%. O365 grew > 100%

I think its little more than wishful thinking on your part to suggest that Microsoft has any short, medium, long term problem with enterprise.

What platform do you think those services are being deployed on? Azure. Which had YoY growth in excess of 100%.

Reply Parent Score: 4