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Gary Edwards

Google Search To Surpass Size of Microsoft Windows in 2009 - Silicon Alley Insider - 0 views

www.alleyinsider.com/...e_of_microsoft_windows_in_2009

google microsoft msoffice web-platform

shared by Gary Edwards on 14 May 08 - Cached
  • Google's search business will pass Microsoft's Windows business by early next year (at the latest). Good thing Microsoft has another huge, wildly profitable monopoly: Office. Add that to the calculation, and Microsoft can breathe easy for a few more years: GOOGLE SEARCH vs MICROSOFT WINDOWS + OFFICEQuarterly Revenue Q3 2006-Q1 2008 Of course, Google's visible in that Microsoft rearview mirror, too--especially now that it offers a product that is directly competitive with Office. And then there's the most depressing comparison (from Microsoft's perspective). After 13 years of heavy investment, frequent doubling down, and--until recently--a browser monopoly, here's how Microsoft's online business is doing relative to Google's search business. Remember: Google was founded four years after Microsoft launched its online business, and Microsoft's search business is just a tiny piece of Microsoft Online.
  • The "Windows monopoly+Office monopoly=Microsoft" story was absolutely true 10 years ago, but less so now. 1. It looks as if the "Office" revenue figures are coming from MSFT's reported revenues in the Business segment. That's not all Office. Based on what they've said at the last few Financial Analyst Meetings, Exchange is approaching $2B/year, SharePoint is about $1B/year, and Dynamics (formerly Microsoft Business Solutions) is more than $1B per year. I also know that Project has been a $1B/year business for a long time (believe it or not), and products such as Comms Server and Visio contribute around $500m/year. Margins on all these products are lower than on Office, but most (not Comms Server) are profitable. 2. In addition to all the non-Office products that compose its Business segment as mentioned above, the Server and Tools business (Windows Server, SQL Server) is profitable (30% margins) and growing revenues average of 15% for the last six years. Not monopoly, but a good business. Look at all these stats together, and seems like they should get out of search and advertising and sell off (or scale back to maintenance mode) most of the consumer online sites, focusing instead on hosted business apps--they're already doing it with Exchange and SharePoint, why not Office? If somebody's going to canniblize their "real" business, it might as well be them.
  • Gary Edwards on 14 May 08
     
    The Henry Blodgett article comparing Google and Microsoft. Excellent source!
  • Paul Merrell on 18 May 08
     
    Blodgett calls Windows a "natural monopoly," a term derived from the science of economics. But the view of Windows as a natural monopoly blinks past more than a few facts: [i] the monopoly at all times was firmly rooted in government-granted monopoly created by copyrights, patents, and trade secrets; [ii] even the 3.x versions depended mightily on antitrust violations involving DR DOS; and [iii] the dependence on antitrust violations to build, maintain, and extend the monopoly continue to this day. I see scant basis for labeling Windows as a "natural monopoly." Economic theory may blink past the antitrust issues on free market principles, but it may not blink past the government grants of monopolies in similar fashion..
Paul Merrell

Microsoft releases Office 2008 SP1, says VBA to make return - 0 views

www.appleinsider.com/...1_says_vba_to_make_return.html

2008 apple macintosh microsoft office os x vaporware vba windows

shared by Paul Merrell on 15 May 08 - Cached
  • Paul Merrell on 15 May 08
     
    ""The response has been amazing -- since we launched in January, the velocity of sales for Office 2008 is nearly three times what we saw after the launch of Office 2004," said Craig Eisler, general manager of the Mac BU at Microsoft. ... As part of its announcements Tuesday, the Mac BU also said it intends to bring VBA-language support back to the next version of Office for Mac, but offered no timeframe for the update." According to the article, sales for MS Office 2008 for the Mac have tripled what MS Office 2004 accomplished. There's a bit of a wookie hidden in the claim because new Mac sales have far more than tripled since the comparable period following the release of Office 2004. So even though Microsoft Office gross sales on the Mac have increased from the period compared, there is a strong appearance that Microsoft is losing market share on the Mac, something I would be concerned about were I Steve Ballmer, not something to celebrate. Also note that the lack of VBA support in Office 2008 plus a few other Microsoft moves dealt Office for the Mac out of the Micrsooft cloud. Why Redmond might suddenly have a change of heart and deal Apple into the MS Cloud afer all is something not explained. But it is somewhat plausible that Microsoft feels the need to change its mind on VBA because it is losing market share on the Mac. My assessment? The VBA announcement is vaporware until proved otherwise, designed to slow the adoption of competing office software on the Mac, which makes the rapidly expanding OS X stack, e.g., now able to run Linux apps, a bigger threat to Windows. Microsoft is obviously losing Office market share on the Mac platform and OS X is eating Windows market share. Time for vaporware.
Gary Edwards

A reminder of why Microsoft wanted Yahoo | Tech news blog - CNET News.com - 0 views

www.news.com/8301-10784_3-9943247-7.html

google microsoft msoffice web-platform windows

shared by Gary Edwards on 14 May 08 - Cached
  • When Windows has a real rival, Microsoft has real problems. As Blodget notes, there are caveats: The unofficial Office monopoly should give Microsoft breathing room for a few more years. But even that could be threatened as Google's more-affordable Web applications improve. This storm has been gathering for years. In 2005, we wrote a piece at News.com about Google's longterm threat to Microsoft. The impetus was a major management shuffle at MSN, but we had fun pulling out some old Microsoft memos about now-defunct Netscape in the early days of the World Wide Web. My favorite was a note written in 1995 by Microsoft engineer Ben Slivka describing a "nightmare" scenario for his company. "The Web...exists today as a collection of technologies that deliver some interesting solutions today, and will grow rapidly in the coming years into a full-fledged platform (underlined for emphasis in the original memo) that will rival--and even surpass--Microsoft's Windows," Slivka wrote. Microsoft didn't pay too much attention to the warning. Ten years later, another internal memo put a name to that nightmare--Google. Now Blodget has advanced that nightmare scenario a few more steps with his analysis.
  • Gary Edwards on 14 May 08
     
    Review of Henry Blodgett's predicitve analysis that within the next year Google's search revenue will surpass Microsoft's revenue from Windows. MS still has MSOffice and the Exchange/SharePoint/SQL Server juggernaut. But Blodgett fearlessly predicts the beginning of the end fo rthe great monopolist. Great quote from Microsoft's Ben Slovika.
Gary Edwards

Microsoft Silverlight - Wikipedia, the free encyclopedia - 0 views

en.wikipedia.org/Silverlight

flash flex ria silverlight xaml

shared by Gary Edwards on 30 Apr 08 - Cached
  • The international, non-profit European Committee for Interoperable Systems ("a coalition of Microsoft's largest competitors"[50]) fears that with Silverlight Microsoft aims to introduce content on the web that can only be accessed from the Windows platform. They argue that use of XAML in Silverlight is positioned to replace the cross-platform HTML standard. Effectively, if Silverlight usage becomes widespread enough, users will risk having to purchase Microsoft products to access web content[51]. California and several other U.S. states also have asked a District Judge to extend most of Microsoft's antitrust case settlement for another five years,[52] citing "a number of concerns, including the fear that Microsoft could use the next version of Windows to 'tilt the playing field' toward Silverlight, its new Adobe Flash competitor," says a Seattle Post-Intelligencer article. Microsoft has also been criticized for not using the Scalable Vector Graphics standard for Silverlight, which, according to Ryan Paul of Ars Technica, is consistent with Microsoft's ignoring of open standards in other products, as well.[53] However, according to David Betz, an independent .NET technologies specialist, Microsoft would have needed to alter the SVG specification to add .NET integration and UI constructs on top of SVG to make it suitable for scenarios Silverlight uses markup for (UI and vector markup, by default). Consequently, the "choice by Microsoft to use XAML over SVG, served to retain the SVG standard by not adding proprietary technology [to extend SVG]".[54]
  • Gary Edwards on 30 Apr 08
     
    Silverlight Wikipedia description
Gary Edwards

Independent study advises IT planners to go OOXML: The Bill Gates MSOffice "formats and... - 0 views

talkback.zdnet.com/5206-12558-0.html

anti-trust browser-wars comes gates iowa msoffice netscape ooxml w3c

shared by Gary Edwards on 30 May 08 - Cached
  • 3.2.2.2. A pox on both your houses! gary.edwards - 01/22/08 Hi Robert, What you've posted are examples of MSOffice ”compatibility settings” used to establish backwards compatibility with older documents, and, for the conversion of alien file formats (such as various versions of WordPerfect .wpd). These compatibility settings are unspecified in that we know the syntax but have no idea of the semantics. And without the semantic description there is no way other developers can understand implementation. This of course guarantees an unacceptable breakdown of interoperability. But i would be hesitant to make my stand of rejecting OOXML based on this issue. It turns out that there are upwards of 150 unspecified compatibility settings used by OpenOffice/StarOffice. These settings are not specified in ODF, but will nevertheless show up in OpenOffice ODF documents – similarly defying interoperability efforts! Since the compatibility settings are not specified or even mentioned in the ODF 1.0 – ISO 26300 specification, we have to go to the OOo source code to discover where this stuff comes from. Check out lines 169-211. Here you will find interesting settings such as, “UseFormerLineSpacing, UseFormerObjectPositioning, and UseFormerTextWrapping”. So what's going on here?
  • From: Bill Gates Sent: Saturday, December 5 1998 To: Bob Muglia, Jon DeVann, Steven Sinofsky Subject : Office rendering "One thing we have got to change in our strategy - allowing Office documents to be rendered very well by other peoples browsers is one of the most destructive things we could do to the company. We have to stop putting any effort into this and make sure that Office documents very well depends on PROPRIETARY IE capabilities. Anything else is suicide for our platform. This is a case where Office has to avoid doing something to destroy Windows. I would be glad to explain at a greater length. Likewise this love of DAV in Office/Exchange is a huge problem. I would also like to make sure people understand this as well." Tuesday, August 28, 2007
  • Gary Edwards on 30 May 08
     
    The IOWA Comes vs. Microsoft antitrust suit evidence is now publicly available. This ZDNet Talkback posts an extraordinary eMail from Bill Gates concerning the need to control MSOffice formats and protocols as Microsoft pushes onto the Web. The key point is that Chairman Bill understands that the real threat to Microsoft is that of Open Web formats and protocols outside of Microsoft's control. It's 1998, and the effort to "embrace and eXtend" W3C HTML, XHTML, SVG and CSS isn't working well. The good Chairman notifies the troops that MSOffice must come up with another plan. Interestingly, it's not until 2001, when OpenOffice releases an XML encoding of the OpenOffice/StarOffice imbr that Microsoft finally sees a solution! (imbr = in-memory-binary-representation) The MSOffice crew immediately sets to work creating a similar XML encoding of the MSOffice binary (imbr) dump. The first result is released in the MSOffice 2003 beta as "WordprocessingML and SpreadsheetML". XML was designed as a structured language for creating specific structured languages. OpenOffice saw the potential of using XML to create an OpenOffice specific XML language. MSOffice seized the innovation and the rest is history. Problem solved! So what was the "problem" the good Chairman identified in this secret eMail? It's that the Web is the future, and Microsoft needed to find a way of leveraging their existing desktop document "editor" monopoly share into owning and controlling the Web formats produced by Microsoft applications. MSOffice OOXML is the result. ISO approval of MSOffice OOXML is beyond important to Microsoft. It establishes MSOffice "editors" as standards compliant. It also establishes the application, platform and vendor specific MSOffice OOXML as an international "open" standard. Many will ask why this isn't a case of Microsoft actually opening up the MSOffice formats in compliance with government antitrust demands. It is "compliance", but not in the sense of what
Gary Edwards

Live Mesh: Windows Becomes the Web | Microsoft Watch - Web Services & Browser - - 0 views

www.microsoft-watch.com/...h_windows_becomes_the_web.html

hubs mesh msoffice silverlight snart soa tags web-stack woa xaml

shared by Gary Edwards on 29 Apr 08 - Cached
  • simply: Microsoft is launching a synchronization platform that the company claims is technology-agnostic. That absolutely is not true. Live Mesh is Microsoft's attempt to turn operating system and proprietary services platforms into hubs that replace the Web. It's the most anti-Web 2.0 technology yet released by any company. Microsoft is building a services-based operating system that transcends and extends Windows and also the function of Web browsers. It's bold, brilliant and downright scary. Microsoft has identified the right problem, synchronization, but applied a self-serving solution.
  • The services platform doesn't seek to keep the Web as the hub, but replace it with something else. The white paper is wonderfully misleading, by implying that Microsoft supports the Web as the hub. Live Mesh is the hub.
  • Live Mesh is competitively important to Microsoft because of companies like Google, whose services shift computational and informational relevancy from desktop software to the Web. But there is something missing as data spreads out across the Web platform to millions of devices: simple synchronization.
  • ...3 more annotations...
  • This mesh of services compromises the overlaying platform, which is supported by proprietary Microsoft APIs.
  • APIs, desktop software and Mesh run-time take on real importance. Users must install Live Mesh software on their PC, which includes the synchronization run-time and makes extension changes to Windows Explorer.
  • Microsoft's broader Mesh vision extends the operating system to cloud services. Microsoft's PR information refers to the "Mesh Operating Environment," which would presumably grant end users access to applications anytime, anywhere and on anything. Access includes the Web browser, provided it's from Live Desktop. End users would designate devices in their Mesh that would be permitted to run applications. And, yes, it does foreshadow hosted applications as well as those accessed from a Mesh-designated PC.
  • Gary Edwards on 29 Apr 08
     
    Joe Wilcox takes on MS "Live Mesh" in a series of articles. Clearly he gets it but one has to wonder about the rest of the techno crowd.
Gary Edwards

Architecture astronauts take over - MS Live Mesh is MS HailStorm in drag | Joel on Soft... - 0 views

www.joelonsoftware.com/...01.html

groove mesh microsoft ozzie synchronization

shared by Gary Edwards on 01 May 08 - Cached
  • But Windows Live Mesh is not just a way to synchronize files. That's just the sample app. It's a whole goddamned architecture, with an API and developer tools and in insane diagram showing all the nifty layers of acronyms, and it seems like the chief astronauts at Microsoft literally expect this to be their gigantic platform in the sky which will take over when Windows becomes irrelevant on the desktop. And synchronizing files is supposed to be, like, the equivalent of Microsoft Write on Windows 1.0. It's Groove, rewritten from scratch, one more time. Ray Ozzie just can't stop rewriting this damn app, again and again and again, and taking 5-7 years each time.
  • Paul Merrell on 01 May 08
     
    Spolsky isn't impressed by MS Live, says Live is just another iteration of technology that has never captured any market uptake.
  • Gary Edwards on 03 May 08
     
    Joel rails on HailStorm and it's latest Ray Ozzie Groove inspired incarnation, "Live Mesh".
Gary Edwards

Microsoft adds XAML to 'Open Specification' list - SD Times On The Web - 0 views

www.sdtimes.com/...article.aspx

ms-web-stack msoffice ooxml xaml xul

shared by Gary Edwards on 18 Apr 08 - Cached
  • Microsoft is showing off one more facet of its once-hidden intellectual property. On Tuesday, it placed the preliminary technical specifications for XAML—the Extensible Application Markup Language—under its Open Specification Promise, or OSP.The technical documentation will enable third parties to implement XAML formats in their client, server and tool products. It includes both the 2006 implementation of Microsoft’s XAML object mapping specification and the vocabulary specification for Windows Presentation Foundation (WPF). A spokesperson said that the final XAML documentation would be published by June 30.XAML is a declarative XML-based language used to define data binding, events and UI elements in WPF and Silverlight applications, and to define workflows in Windows Workflow Foundation.
  • Gary Edwards on 18 Apr 08
     
    Here we go. The release of XAML documentation is scheduled to coincide with the release of the MSOffice-OOXML SDK.
Gary Edwards

Microsoft SOA Products & Investments: Oslo - 0 views

www.microsoft.com/...oslo.aspx

cloud-computing mesh soa woa

shared by Gary Edwards on 05 May 08 - Cached
  • Microsoft is investing some of the top engineering talent at the company to make two key investments: Deliver a world class SOA platform across client, server, and cloud. Microsoft has been a thought leader in Web services and SOA technologies since the very beginning and has delivered industry leading technologies such as the Windows Communication Foundation and BizTalk Server. Deliver a world class and mainstream modeling platform that helps the roles of IT collaborate and enables better integration between IT and the business. The modeling platform enables higher level descriptions, so called declarative descriptions, of the application.
  • Gary Edwards on 05 May 08
     
    SOA platform that extends across client, server and cloud. Scary stuff that preceeded the Live Mesh - Silverlight announcement at Web 2.0 (2008)
Gary Edwards

Microsoft Says Yes With Mesh While Google Waits On Officenomics - 0 views

www.techcrunch.com/...just-say-yes

cloud-computing google mesh microsoft yahoo

shared by Gary Edwards on 06 May 08 - Cached
  • Imagine (not for long will it be ephemeral) an information bus that orchestrates the signaling of text, rich media, calendar, communications, transaction, and group location status under a social graph umbrella based in part on user-controlled behavior aggregation (gestures). Now imagine what Google needs to do to match this architecture and its overwhelming lead in connectors to existing hardware via Windows. Google’s answer for now is no. There’s no need to attack Mesh directly, but rather continue to iterate on Officenomics while retaining its dominant leads in user credibility and advertiser cloud. But Microsoft can efficiently hybridize Google and other microbig services with the Mesh layer added, creating information bus fail-over to multiple streams (virtual devices) to insure enterprise levels of reliability and security.
  • Gary Edwards on 06 May 08
     
    Techcrunch review of a recent Gilmore Group interview with MS Live Mesh product manager
Gary Edwards

Meshing the desktop into the cloud | Software as Services | ZDNet.com - 0 views

blogs.zdnet.com/SAAS

mesh soa wainwright web20 woa

shared by Gary Edwards on 25 Apr 08 - Cached
  • Live Mesh brings that to life, as product director Mike Zintel explains on the brand new Live Mesh blog: “[It] blend[s] the web, Windows and other computing endpoints in a way that preserves the ‘it just works’ feel of the web with seamless integration into my common workflows. The coolest thing about Live Mesh is how it smashes the abrupt mental switch that I have to make today as I move between being ‘on the web’ and ‘in an application’.” At first glance, that may seem a perfectly reasonable and innocuous statement — and indeed it is, if you take a Web-centric view of the world — but coming out of Microsoft, it’s dynamite. Instead of seeing the Web as an extension of the desktop, it includes the desktop as part of the continuum of the Web. Where then does the application sit? Not on the desktop, or on any identifiable server machine, but simply in the mesh. In other words, it becomes a service, capable of running anywhere in the cloud, including on the desktop.
  • “The core philosophy is to make it easy to manage information in a world where people have multiple computing experiences (i.e. PCs and applications, web sites, phones, video games, music and video devices) that they use in the context of different communities (i.e. myself, family, work, organizations) …” “At the core of Mesh is [the] concept of a customer’s mesh, or collection of devices, applications and data that an individual owns or regularly uses.
Gary Edwards

OOXML/ODF: Just One Battlefield in a Much Bigger War | Brian Proffitt Linux Today - 0 views

www.linuxtoday.com/news_story.php3

cloud-computing ooxml soa xaml

shared by Gary Edwards on 19 Apr 08 - Cached
  • Once in a while, a confluence of random events (or not so random, depending on your belief system) can create the ideal aha! moment. The moment of clarity when all the pieces just fall into place and you realize "that's what's going on!" I believe I have had one of those moments. And if this thought has any basis in reality, it could mean that everything we have seen in IT is about to make a huge change.
  • Gary Edwards on 19 Apr 08
     
    Brian figures out that the document wars are really about Cloud Computing. Big vendors IBM, Sun, Google and Microsoft are jockeyign for position in our cloud computing future. And this is why Microsoft MUSt get ISO approval of MSOffice-OOXML! What Brian misses is the key to a Microsoft Cloud that can be found int he MSOffice SDK; the OOXML<>XAML conversion component. XAML, Silverlight and Smart Tags replace W3C XHTML-CSS, SVG-Flash, and RDF. Makign the MS Cloud one where Microsoft owned protocols, formats and .NET components dominate all processes. ISO approval of MSOffice-OOXML establishes MSOffice as a standards "editor", thus masking the cloud computing shift to XAML. A shift that will lock out all other Web 2.0 - Cloud providers dependent on Open Web - W3C protocols and formats!
  • Gary Edwards on 19 Apr 08
     
    Note that Brian posted this article in February, on the eve of the Geneva BRM. Since then ISO has gone on to approve MSOffice-OOXML. Note also that, a week prior to this publication, i had sent Brian a lengthy discussion entitled "Windows can't do Cloud Computing", where all of these issues were discussed except for the IBM motivations. Not wanting to interfere with the upcoming Geneva BRM and vote, I had declined Brian's request to publish.
Gary Edwards

Is MSOffice the new Netscape? | Rough Type: Nicholas Carr's Blog: - 0 views

www.roughtype.com/...one_of_the_corn.php

google mesh msoffice xaml

shared by Gary Edwards on 02 May 08 - Cached
  • One of the cornerstones of Microsoft's competitive strategy over the years has been to redefine competitors' products as features of its own products. Whenever some upstart PC software company started to get traction with a new application - the Netscape browser is the most famous example - Microsoft would incorporate a version of the application into its Office suite or Windows operating system, eroding the market for the application as a standalone product and starving its rival of economic oxygen (ie, cash). It was an effective strategy as well as a controversial one.
  • Google is trying to pull a Microsoft on Microsoft by redefining core personal-productivity applications - calendars. word processing, spreadsheets, etc. - as features embedded in other products. There's a twist, though. Rather than just incorporating the applications as features in its own products, Google is offering them up to other companies, particularly big IT vendors, to incorporate as features in their products.
  • Google's advantage here doesn't just lie in the fact that it is ahead of Microsoft in deploying Web-based substitutes for Office applications. Microsoft can - and likely will - neutralize much of that early-mover advantage by offering its own Web-based versions of its Office apps. Its slowness in rolling out full-fledged web apps is deliberate; it doesn't see Google Apps, or similar online offerings from other companies, as an immediate threat to its Office franchise, and it wants to avoid, for as long as possible, cannibalizing sales of the highly profitable installed versions of Office.
  • ...2 more annotations...
  • It knows that, should traditional personal-productivity apps become commonplace features of the cloud, supplied free or at a very low price, the economic oxygen will slowly be sucked out of the Office business. That doesn't necessarily mean that customers will abandon Microsoft's apps; it just means that Microsoft won't be able to make much money from them anymore.
  • Microsoft may eventually win the battle for online Office applications, but the victory is likely to be a pyrrhic one.
  • Gary Edwards on 02 May 08
     
    Microsoft faces down threats from Google, IBM and SalesForce.com with it's threat to enterprise IT - MSOffice as the ultimate browser.
  • Gary Edwards on 02 May 08
     
    Google Office productivity alternatives are "trapped inside the browser". MSOffice, Silverlight, Live Mesh and Adobe Flex "RIA" browser alternatives are comparatively feature rich and powerfull.
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