frommi Posted December 12, 2013 Share Posted December 12, 2013 And i thought they should be focusing on Office, because that is where their biggest moat and money comes from. Ask a secretary which "Office" software he/she knows and can work with and in 99% you get the same answer. And because switching costs are so high, GOOG/AAPL or some years ago OpenOffice can give their software away for free and don`t change anything for MS. Office's moat is not as big as you think. All the schools are switching to APPL/GOOG products, and all small companies are using Google Apps. The tide is changing slowly Numbers? Facts? Ten years ago there was the same talk about Office/Windows going on about Linux/StarOffice/OpenOffice and where are we today? I believe it when i see it in the revenue numbers. Link to comment Share on other sites More sharing options...
Palantir Posted December 12, 2013 Share Posted December 12, 2013 Google Apps are awful. Link to comment Share on other sites More sharing options...
ItsAValueTrap Posted December 12, 2013 Share Posted December 12, 2013 I think Google Apps are extremely useful for the niche that they serve. A lot of people simply don't need a full-blown word processor or spreadsheet program. There is minor overlap between what Google Apps is good at and what Office is good at. For the most part they serve different markets. Link to comment Share on other sites More sharing options...
Guest valueInv Posted December 12, 2013 Share Posted December 12, 2013 MSFT is a house in which floors are built on other floors. Competitors are continuously knocking out bricks and MSFT has not been able to stop them. Suddenly, one day the house will collapse and people will be surprised. They don't notice or pay attention to the individual bricks being knocked out. This is what happened to RIM. Ballmer's actions are painting MSFT's strategic options into a corner, making it increasingly unlikely that his successor will be able to stop competitors. Link to comment Share on other sites More sharing options...
Palantir Posted December 17, 2013 Share Posted December 17, 2013 Microsoft Surface Pro 2 and Surface 2 Sold Out at Many Locations http://mashable.com/2013/12/15/microsoft-surface-pro-2-and-surface-2-sold-out-at-many-locations/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted December 19, 2013 Share Posted December 19, 2013 chromebooks are eating their lunch. 3 out of the top 5 bestselling low priced notebooks on amazon are chromebooks. and they and chrome are only getting better. They sure are getting better ;): http://pando.com/2013/12/18/why-the-hp-chromebook-11s-exploding-charger-is-its-best-feature/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted December 26, 2013 Share Posted December 26, 2013 chromebooks are eating their lunch. 3 out of the top 5 bestselling low priced notebooks on amazon are chromebooks. and they and chrome are only getting better. They sure are getting better ;): http://pando.com/2013/12/18/why-the-hp-chromebook-11s-exploding-charger-is-its-best-feature/ On those Chromebook sales: http://finance.yahoo.com/news/googles-chromebooks-were-best-selling-152142501.html Link to comment Share on other sites More sharing options...
Vish_ram Posted December 26, 2013 Share Posted December 26, 2013 I've been using HP chromebook 14 for last 1 week. I absolutely love it. It is ultra fast in boot and shutdown (<4 seconds). There are no pesky software downloads, updates etc. No threat of virus. There are tons of apps. It has ipad like experience. A friend of mine who is a CIO of a mid-size company is having a pilot program for a group of employees to use chromebook. For a vast majority of employees who do basic tasks, chromebook is more than sufficient. There are no backups to be taken. If you lose or break your machine, you buy a new one and move on. I think that windows in years to come will be relegated to a niche status. Link to comment Share on other sites More sharing options...
Palantir Posted December 26, 2013 Share Posted December 26, 2013 John Thompson, or whoever is in charge of the search committee, needs to be fired. Link to comment Share on other sites More sharing options...
VAL9000 Posted December 26, 2013 Share Posted December 26, 2013 I've been using HP chromebook 14 for last 1 week. I absolutely love it. It is ultra fast in boot and shutdown (<4 seconds). There are no pesky software downloads, updates etc. No threat of virus. There are tons of apps. It has ipad like experience. A friend of mine who is a CIO of a mid-size company is having a pilot program for a group of employees to use chromebook. For a vast majority of employees who do basic tasks, chromebook is more than sufficient. There are no backups to be taken. If you lose or break your machine, you buy a new one and move on. I think that windows in years to come will be relegated to a niche status. I bought one for my wife and she loves it. It replaced a $1000 Windows desktop from 4 years ago. I'm not ready to switch yet, though. I rely too heavily on Office. Link to comment Share on other sites More sharing options...
frommi Posted December 26, 2013 Share Posted December 26, 2013 I've been using HP chromebook 14 for last 1 week. I absolutely love it. It is ultra fast in boot and shutdown (<4 seconds). There are no pesky software downloads, updates etc. No threat of virus. There are tons of apps. It has ipad like experience. A friend of mine who is a CIO of a mid-size company is having a pilot program for a group of employees to use chromebook. For a vast majority of employees who do basic tasks, chromebook is more than sufficient. There are no backups to be taken. If you lose or break your machine, you buy a new one and move on. I think that windows in years to come will be relegated to a niche status. There is so much software running only on Windows and nothing else, that is a natural barrier to switch the OS to something else (and a lot of that is specialized software, perhaps even company customized that needs years of coding to port to other OSes.). After Windows 8.1 is now spreading in companies who are forced to switch because XP is out of business next year, its only natural to use tablets, notebooks and phones with the same software. I can see MS with a much greater market share in the phone/tablet/notebook business at the end of 2014. MSFT was always late with innovations, but when they cloned the others in the long run they have always succeeded. But perhaps i am biased, because without MSFT all i have done and worked at in the last 15 years would have been worthless. :) (i am a software developer.) Ah and btw. Windows 8 boots fast, too. ;D Link to comment Share on other sites More sharing options...
Palantir Posted December 27, 2013 Share Posted December 27, 2013 Does Chromebook get apps from Google Play? Link to comment Share on other sites More sharing options...
frommi Posted December 27, 2013 Share Posted December 27, 2013 Does Chromebook get apps from Google Play? They have a web-store for these kind of apps: https://chrome.google.com/webstore/category/apps As far as i know only browser apps are running on Chrome OS. So all apps that are running in your webbrowser on your desktop PC are also running on a chromebook. Since these are normally HTML5 apps its not necessary to have an app store. Android apps from Google Play can not work, if i have understood everything correctly. :) Link to comment Share on other sites More sharing options...
Palantir Posted December 27, 2013 Share Posted December 27, 2013 That is what I suspected. Just wondering where the tons of apps comes from. Link to comment Share on other sites More sharing options...
Guest valueInv Posted December 31, 2013 Share Posted December 31, 2013 Windows phones is essentially a low end play: http://m.winsupersite.com/windows-phone/windows-phone-device-stats-december-2013 Link to comment Share on other sites More sharing options...
Guest wellmont Posted December 31, 2013 Share Posted December 31, 2013 perpetually bullish msft commentator becomes pessimistic as year draws to a close. http://windowsitpro.com/windows/facing-biggest-problem-windows-2014 Link to comment Share on other sites More sharing options...
Palantir Posted December 31, 2013 Share Posted December 31, 2013 Yep, I agree with him, Longhorn, and the other strategic mistakes made in the early 00s if not earlier were pretty much the reasons for MS' decline. Missing out on smartphones and tablets isn't the cause of this decline, but the result of poor management years ago. Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 6, 2014 Share Posted January 6, 2014 http://www.nytimes.com/reuters/2014/01/06/business/06reuters-microsoft-xbox.html?src=busln Xbox One Sales Top 3 Million, No New Sony Data Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 8, 2014 Share Posted January 8, 2014 http://www.bloomberg.com/news/2014-01-07/ford-s-mulally-tells-ap-he-won-t-depart-for-microsoft-job.html Mulally Bows Out of Microsoft CEO Race, Staying at Ford Link to comment Share on other sites More sharing options...
Palantir Posted January 8, 2014 Share Posted January 8, 2014 Ballmer: Nobody wants this job...so I may as well continue on. ;D :o Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 23, 2014 Share Posted January 23, 2014 Not a good sign: http://techcrunch.com/2014/01/23/nokias-weak-lumia-sales-stall-windows-phones-momentum/ Link to comment Share on other sites More sharing options...
Palantir Posted January 23, 2014 Share Posted January 23, 2014 - Surface made more in sales this quarter than all of last year. Sounds like another $1 Billion business emerging. - Windows Pro is up 12%, surprising given all the talk of enterprises avoiding this stuff, but then again, it could be Windows 7 uptake. - Search revenue up 36%. - Both Office and Windows consumer are down significantly, no surprise here... Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 24, 2014 Share Posted January 24, 2014 http://www.cnbc.com/id/101356147 Microsoft earnings of 78 cents per share on revenue of $24.52 billion Link to comment Share on other sites More sharing options...
txlaw Posted February 4, 2014 Share Posted February 4, 2014 Satya Nadella named CEO: http://www.bloomberg.com/news/2014-02-04/microsoft-names-satya-nadella-as-ceo-to-transform-pc-pioneer.html Link to comment Share on other sites More sharing options...
Palantir Posted February 4, 2014 Share Posted February 4, 2014 I nominate Steve Ballmer to appear on Dancing with the Stars. Link to comment Share on other sites More sharing options...
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