Microsoft is doomed, but first it’s going to make a ton of money
washingtonpost.com
washingtonpost.com
"Tablets and smartphones are the future of computing" to which I say bollocks. If I'm working a 9-5 job and need a computer, I don't want to be two finger tapping on a virtual keyboard. Can you imagine the epidemic of RSI that would ensue. I want a keyboard, a mouse and a monitor, and I don't give a shit what they,re plugged into, but I highly doubt it's going to be a £400 iPad with no access to the file system. I'd rather use a Raspberry Pi if I have real work to do.
Yes, the vast majority of users just want access to Facebook and Twitter, but in business you want a Windows, OSX or Linux PC.
If developers were to actually start developing all iPad apps on iPads I might consider the battle lost, but as far as I'm concerned the PC maybe in decline, but that's to be expected after a boom. It will level out eventually.
As clichéd as the Innovator's Dilemma is now, I find very few folks who have actually read it and processed all the strategies, and case studies in the book.
Spinning off a wholly independent entity that can compete at the new price level/market is Christensen's recommended approach. It's all in the book.
That's interesting, because at MPoW we've been using Google Docs for several years and at most meetings I attend, you can look around the table and not see a single laptop; everyone is using a tablet or smartphone.
It's amazing how fast it's changed too. When I started here ~4.5 years ago, Office documents shared on network drives or emailed back and forth was the norm and if you had a meeting of n people, you can be sure there would be n laptops around the table.
"Microsoft's current strategy and product range has a limited lifespan, but it's so cash rich it could just buy it's way into growth markets"
So, really, it's not doomed or dissimilar to most other mature large companies.
I think that we are still a ways off from this situation, but I cannot see Microsoft as its own entity in two decades.
Nevertheless, as the article hints, work (and even consumption and creation at home) is routinely done at desks. Whether we continue to call that "desktop computing" or "using a PC" or any other untrendy phrase is a matter of language. I believe tablets are sexy because of what they do, not necessarily that people like having to hold them or like small screens. They are great on the go, but when I am at home or at the office, I want large form-factor. I would prefer immersion.
I feel Microsoft needs to steadfastly improve their principal area of strength: work and play at desks [1]. I also think that with the nascent swing back to users recognizing the value of control, Microsoft should take the (daring?) position of being the only tech titan to encourage a decentralized cloud.
Reviewing my blog rant on Microsoft again, though, it's the nearly-last point about MSDN pricing that just has me shaking my head in disgust. The pricing is so unbelievably out of whack with today's development model.
... by milking the trapped, a.k.a. raising the price of client access licenses here and there - which incidentally explains why it still looks like a profitable company on the enterprise side of the equation.