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Rudy Godoy

Paul Thurrott's SuperSite for Windows: Microsoft Strategic Update 2009 - 0 views

www.winsupersite.com/...strategy_2009.asp

microsoft future businessmodel business cloudcomputing

shared by Rudy Godoy on 05 Mar 09 - Cached
  • Microsoft is very clearly in the midst of an enormous push into consumer software solutions but its business sales remain its primary source of revenues. And from a mile-high view, all of Microsoft's IT-related businesses are profitable or highly profitable, with the exception of Windows Mobile, which Ballmer described as "somewhat unprofitable." Microsoft's consumer-oriented businesses, meanwhile, are doing notably poorly, almost across the board.
  • From a competition perspective, however, Windows has no real competition today beyond pirated copies of Windows. Even on netbooks, over 90 percent of installs are Windows. But Microsoft sees Linux being more competitive on the PC desktop going forward because it believes that Google will port its Android mobile OS to the PC.
  • People have always misconstrued the real market forces that are eating away at Windows. This has nothing to do with the Mac, which remains a niche player in yesterday's market. The future of computing is online, and as the box you use to get there becomes less important--or becomes a smart phone--Windows matters less. Netbooks, of course, are a real issue for Microsoft. It's strength in this market is key for the future. But it's a smaller future, from a revenues perspective. That's true across the board, and not unique for Windows.
  • ...8 more annotations...
  • Ballmer says that Microsoft will not build its own phone, suggesting that the company is ready to concede the consumer market to Apple. But the company is strongly positioned in the business world and should remain a RIM contender in that space.
  • That said, Microsoft derives far more revenues from its enterprise Office users that it does from consumers, so once again the company's dedication to IT is paying off.
  • To address the financial needs of emerging markets and cash-strapped smaller businesses, it will release a Foundation Edition of Windows Server 2008 R2 this year. Ballmer called it a netbook-type release for servers.
  • I feel that MOS and services like it will largely replace onsite server installs as the mass market enterprise offerings of the future. As such, Microsoft is poised to take its strength in the enterprise to the next generation.
  • Microsoft's living room strategy isn't just about the Xbox: It has Media Center (PC-based) and Media Room (set-top box software) today--neither of which has any serious traction, and, looking forward, what Ballmer described as "new appliance devices that we or others design that sit next to a TV." These new devices, he said, would bring online TV and movie services, common on the PC, to the television.
  • This will be difficult for the software giant, because its bread and butter products--Windows, Windows Server, and Office--are very much traditional software products. But it is taking the right steps to position itself for this change, with Windows Live on the desktop and MOS on the server.
  • Apple will eat Microsoft's mobile lunch this year and for the foreseeable future.
  • This year is going to be tough on everyone, including Microsoft. If you have opted for Microsoft's solutions, especially in business, it looks like you've made a good decision. The issue here, of course, is whether your existing infrastructure can be stretched for a few more years: Microsoft isn't the only company that will be riding out this storm
  • Rudy Godoy on 05 Mar 09
     
    Review of Microsoft Strategic Update 2009. Very interesting to get to know this giant's business. It's interesting to note that their revenue vs. market share are not always equivalent. Also the move to an online computing offering for businesses will help to retain it's dominance and profitability on such markets.
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