Windows
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It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had been…
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It’s Time to Kill Surface
“The question that needs to be asked and answered is why hardware.” To Satya Nadella’s credit, he provided not just the answer, but the question as well. And, looked at narrowly, there were good things seen – and not seen – at Microsoft’s Surface event. Having clearly failed as a mass market device, it makes sense…
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Daily Update: Lenovo Earnings, Windows 8 Banned, Google Buys Divide
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Microsoft Cloud Announcement, Cordova and Windows RT, Xbox Silliness
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Bill Gates’ Steve Jobs Moment
Steve Jobs and Bill Gates, once pirates, now legends, are forever linked in tech history. You know the lore: both collaborators and competitors in the 80s; Gates dominant in the 90s; Jobs triumphant in the 00s. Their career arcs were different though: Gates went out on top, retiring to a life of philanthropy, while Jobs spent…
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Windows 8 and the Cost of Complexity
PCs just suffered their worse quarter ever. From the WSJ: World-wide PC shipments fell 10% last year, research firms Gartner Inc. and IDC said Thursday, the worst-ever sales slump for the industry. Both companies have been tracking personal computer sales since the 1980s. Computer makers have been hurt as consumers and businesses spend more time on…
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The Truth About Windows Versus the Mac
Ben Evans wrote the article I’ve been wanting to write about why the phone market is fundamentally different than the PC market. I’m glad he did; his version is even better that what I had outlined. A quick taste: In the 1990s, the PC market was mostly a corporate market (roughly 75% of volume). Corporate buyers…