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Gary Edwards

Why Microsoft Azure could have the last laugh in the cloud wars | CITEworld - 0 views

www.citeworld.com/...t-laugh-in-the-cloud-wars.html

rdsdk Office-365 Cloud-Productivity-Platform

shared by Gary Edwards on 20 Aug 14 - No Cached
  • Venture capitalist Brad Feld recently wrote an interesting post predicting the end of Amazon's dominance of the cloud computing market, and concluded, "it’s suddenly a good time to be Microsoft or Google in the cloud computing wars." I'd go one step farther. Using Feld's arguments, I'd say that Microsoft is in the driver's seat. More like this The dark side of the cloud price wars between Amazon, Google, and Microsoft The rise, fall, and rehabilitation of Internet Explorer Microsoft, Apple, and Google battle for the mobile enterprise Featured Resource Presented by Citrix Systems 10 essential elements for a secure enterprise mobility strategy Best practices for protecting sensitive business information while making people productive from Learn More First, the price war. Microsoft and Google are on approximately equal ground when it comes to cutting prices -- both have highly profitable core businesses that they can use to subsidize a price war in cloud infrastructure, even to the point of sustaining losses for a while to gain market share. Amazon does not. 
  • Second, the quality argument. Like Feld, we've also pointed out that there are niche cloud providers that do a better job than the big guys at providing infrastructure-as-a-service for specific verticals, but when you move all the way up the stack to full software-as-a-service applications, Microsoft has an edge among the big three with Office 365.
  • Google has been making inroads into smaller businesses with Google Apps for almost a decade now, Microsoft remains the standard in the biggest and most profitable business customers -- as this recent investigation from Dan Frommer at Quartz showed, only one company in the Fortune 50 uses Google Apps. (That company happens to be Google itself.) 
  • ...8 more annotations...
  • The third argument, support, is mostly a wash. While Amazon's support may be terrible (I have no evidence of this, but I'm taking Feld's word for it), Microsoft and Google and their respective ecosystem partners do a decent job of supporting customers on their stacks.
  • But then comes the fourth argument. Feld points out that once companies get to $200,000 per month of cloud-infrastructure spend, it's actually significantly cheaper to build their own data centers
  • Microsoft is the only one of the big three players with an on-premise offering -- Windows Server and the rest of the Microsoft infrastructure family. Maybe the exact break-even point will change as the cloud price wars continue, but Microsoft has the most pieces customers would need to move from all-cloud to a hybrid or on-premise solution. Or, for that matter, for existing on-premise customers to begin experimenting moving some workloads to the cloud.
  • There's one more point favoring Microsoft. Google's core business is selling online advertising. That business makes up about 90% of Google's revenue, and it has enviably high operating margins -- around 30%, based on Google's 2011 financial report. (I picked 2011 because that was before Google bought Motorola Mobility, which changed the margin structure.)
  • It's unclear how the Google Cloud Platform helps that business. Are customers using Google's cloud somehow more likely to advertise with Google? I don't see it. Are Google advertising customers demanding to run other workloads on Google technology? I don't see it.
  • Meanwhile, while Azure almost certainly offers lower margins than, say, on-premises Windows Servers, it's necessary -- customers are moving workloads to the cloud, and Microsoft needs a competitive offering there to keep them on the Microsoft stack so they continue to buy other Microsoft products. Plus, as I argued in point four, today's Azure customers could become tomorrow's on-premise Microsoft infrastructure customers.
  • In other words, Microsoft Azure and Google Cloud Engine both lower the profit margins of their parent companies. But Azure is clearly strategic while Cloud Engine, as far as I can tell, is not. Who's more likely to keep investing in and improving its cloud? 
  • right now, Microsoft's chances look pretty good to me. No wonder they put the cloud guy in charge of the company.
Gary Edwards

People Use The Cloud And Don't Even Realize It - Business Insider - 0 views

www.businessinsider.com/nd-dont-even-realize-it-2014-7

wordSDK

shared by Gary Edwards on 31 Jul 14 - No Cached
  • Gary Edwards on 31 Jul 14
     
    Stats on Cloud usage shows that only 29% of Internet users are using a cloud service. One of the charts provided shows that iCloud (Apple) and DropBox have over 300 million users. Microsoft OneDrive has come out of nowhere to claim the third position with 250 million. And Google Drive finishes in fourth place with 200 million. Funny that Google would be so short when gMail and Chrome have proven to be so successful. And gDOCS was a pioneer of cloud based editing of productivity documents. Office 365 has only been available on iOS since May, yet look at the numbers! Incredible. Oh, Box is also listed in fifth place with 25 million users. I'm starting to think that DropBox, RackSpace and Egnyte are in big trouble. Microsoft is on a huge roll, and my gut instinct is that they have some kind of a deal going with Apple iCloud and Office365. Amazon is surprisingly missing.
  • Gary Edwards on 31 Jul 14
     
    Stats on Cloud usage shows that only 29% of Internet users are using a cloud service. One of the charts provided shows that iCloud (Apple) and DropBox have over 300 million users. Microsoft OneDrive has come out of nowhere to claim the third position with 250 million. And Google Drive finishes in fourth place with 200 million. Funny that Google would be so short when gMail and Chrome have proven to be so successful. And gDOCS was a pioneer of cloud based editing of productivity documents. Office 365 has only been available on iOS since May, yet look at the numbers! Incredible. Oh, Box is also listed in fifth place with 25 million users. I'm starting to think that DropBox, RackSpace and Egnyte are in big trouble. Microsoft is on a huge roll, and my gut instinct is that they have some kind of a deal going with Apple iCloud and Office365. Amazon is surprisingly missing.
Gary Edwards

Microsoft, Apple, and Google: How three tech giants have evolved in the 21st Century | ... - 0 views

www.zdnet.com/in-the-21st-century-7000032953

Office-365 wordSDK Microsoft-Cloud Google-cloud Apple-cloud

shared by Gary Edwards on 27 Aug 14 - No Cached
  • In 2002, the Desktop Platforms division accounted for 33 percent of Microsoft's total revenue. That percentage has been steadily dropping, and in fiscal 2013, the corresponding division (which now includes Microsoft's Surface hardware) was responsible for only 25 percent of the company's steadily rising total revenue. Server products, Office and other desktop applications, and cloud services increased steadily during that time. Looking at operating income (what's left of revenue after you subtract expenses) tells a more interesting story. From 2002 through 2004, Windows was the dominant contributor to Microsoft's profits, accounting for as much as 89 percent of total operating income. But that began changing in 2005 as those investments in enterprise software and cloud services began to pay off.
  • Gary Edwards on 27 Aug 14
     
    "Over the past week, I've been blowing the virtual dust off more than a decade's worth of annual reports from Microsoft, Apple, and Google. My goal was to follow the money and figure out how each company's business has changed over the past decade. Consider this a follow-up to my February post, "Apple, Google, Microsoft: Where does the money come from?" My tally starts with financial results for 2002, the year after Microsoft signed a historic consent decree that settled the U.S. v. Microsoft antitrust lawsuit. It was also the first full year after the introduction of the iPod, which was the first step on Apple's transformation from a PC company to one that revolutionized mobile computing and communication. The earliest annual report I could find for Google was from 2003, the year before its big IPO. In Microsoft's case, the question I was most interested in was "How dependent is the company on Windows?" The Windows monopoly began crumbling as soon as the settlement was signed (although it's debatable how much influence that lawsuit had on the market). Over the past 10 years, Microsoft has shifted its reporting structures a few times, making it hard to draw perfect comparisons over time. But the chart below, which shows revenue from the desktop versions of Windows and related products, is close enough."
Gary Edwards

We Can No Longer Unbundle Microsoft Office - 0 views

techcrunch.com/...cannot-unbundle-office-anymore

wordsdk Office-365 office-formats Office-Productivity

shared by Gary Edwards on 11 Aug 14 - No Cached
  • In 2007, productivity reached the cloud when the EU forced Microsoft to open the file formats to OpenXML and add an x at the end of our familiar file extensions .pptx, .xlsx and .docx. Google Docs also quickly floated cloud versions of each Office document format. However, in the same year, Apple launched iPhone without a view to file storage on the device. Since then a lot of startup innovation came from Dropbox and Box unbundling file storage from the OS, but software that enables the creation and editing of files on touchscreen devices has been less of a concern.
    • Gary Edwards
      Gary Edwards on 11 Aug 14
       
      2007 was also the year that Apple released the first iPhone. ISO standardised PDF with a unique very valuable attribute; "tags". Tagged PDF raced into the mobility breach enabling all kinds of data binding and digital signature advances critical to mobile document centric workflows. In 2008 we saw a global financial collapse that put more pressure than ever on productivity. To survive, companies had to do more with less. Less people, less resources and less money. Cloud computing and mobility rose to the occasion, but the timing of the cloud tsunami connects the incredible synchronicity of XML compound document formats (business documents), Tagged PDF, the iPhone, and the financial collapse of 2008. The rise of sync-share-store services like DropBox is a natural replacement of the local, workgroup bound, client/server hard drive problem. Most importantly though, the iPhone is the first device to integrate and combine communications with computation. The data had to move to the Cloud before it could become useful to mobile apps combining for the first time, communications, content and computation is hand held devices. Anyone who ever worked in the Microsoft client/server productivity ecosystem will tell you that the desktop PC was totally lacking in "communications"; let alone the kind of integrated communications that the iPhone offers. It is the integration of communications, content and collaborative computation that will make the productivity of Cloud Computing something extraordinary.
  • Three years ago, CloudOn CEO Milind Gadekar started using OpenXML formats to bring Microsoft Office to iPad. Since then, the company opened its interface to file authoring tools from Office and Google Drive, and storage providers like Dropbox, Box and Hightail, Google Drive, and OneDrive, and will soon be hard at work adding Apple’s CloudDrive. CloudOn feels that if it focuses on providing the best compatibility and exportability across devices, then they can be the place where users can “preserve, render and manipulate” documents on mobile. Once CloudOn can maintain its goal of giving consumers a familiar look and feel and lossless publishing for all the most popular document creation and storage providers, they plan to optimize for touchscreens. CloudOn sees only single-digit-minute session times in files, so their next step is to enable gestures to edit charts and annotate text with your fingers to help make better use of that time.
  • Feature-bundled workflows to get things done on the device you’re looking at are necessities, not nice pairings like chocolate and peanut butter.
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  • Pellucid Analytics takes a different strategy to rebuilding PowerPoint. Instead of looking at PowerPoint as a design tool, Pellucid fixes the design and enables archive search for thousands of financial accounting slide templates that an analyst would need to fill a pitch book such as ROE, EBITDA and other fun acronyms. Since the formatting is already set, analysts can just enter company names and based on the data sources that the bank they work for has licensed, Pellucid can fill in any of that data automatically and keep it up to date. However, the concept of live data in presentations is a shock to most bankers, so Adrian Crockett of Pellucid admits that it’s one of the first things he has to explain to new users. Of course, Pellucid offers the ability to snapshot data for use in later presentations. But Adrian stressed that in addition to Pellucid’s approach to removing grunt work for analysts, it is giving senior bankers access to live data right in the presentation that would normally require VPN access, logins, app switching and all other sorts of headaches to be able to access, especially on tablets.
Gary Edwards

AlphaDog Barks Loudly: Why Can't You Guys Just Get Along and Solve MY MSOffice Problem!... - 0 views

fussnotes.typepad.com/...going-to-bed-wi.html

alphadog cdf foundation hiser odf ooxml updegrove

shared by Gary Edwards on 12 Dec 07 - Cached
  • First, let me say that I am a CIO in a small (20 employees but growing fast) financial services company. I am well aware of how locked-in I am getting with our MS-only shop. I am trying to see my way out of it, but this "ODF vs ODFF" is leaving me very confused and no one is working to clear the fog. I beg for all parties to really work towards some sort of defined understanding. I don't need cooperation. But, what I don't have is well-defined positions from all parties. As it is, I feel safer staying the course with MS right now, honestly. It's what I know vs the mystery of this "open cloud" and all the bellicose infighting. How's that for "in the trenches" data? I posted a comment on Andy's blog, and I will post the same comment here for your group (minor edits): I will admit to being very, very confused by all of this ODF vs ODFF posturing. I will try to put my current thoughts in short form, but it will be a muddled mess. I warned you! From what I gather, the OpenDocument Foundation (ODFF) is attempting to create more of an interop format for working against a background MS server stack (Exchange/Sharepoint). You worry that MS is further cementing their business lock-in by moving more and more companies into dependency on not only the client-side software but also the MS business stack that has finally evolved into a serious competitive set. At that level, and in your view, the "atomic unit" is the whole document. The encoded content is not of immediate concern. ODF is concerned with the actual document content, which ODFF is prepared to ignore. The "atomic unit" is the bits and parts in the document. They want to break the proprietary encodings that MS has that lock people into MSOffice. The stack is not of any immediate concern. So, unless I misunderstand either camp, ODF is first attacking the client end of the stack, and ODFF is attacking the backbone server end of the stack. The former wants to break the MSOffice monopoly by allowing people to escape those proprietary encodings, and the latter wants to prevent the dependency on server software like Exchange and Sharepoint by allowing MS documents to travel to other destinations than MS "server" products. Is this correct? I have yet to see anyone summarize the differences in any non-partisan way, so I am at a loss and not enough information is forthcoming for me to see what's what. The usual diatribe by people closer to the action is to go into the history of ODF or ODFF, talk about old slights and lost fights, and somehow try to pull at emotional heartstrings so as to gain mindshare. Gary's set of comments on this blog have that flavor. This is childish on both sides. Furthermore, the word "orthogonal" comes to mind. I often see people too busy arguing their POV, and not listening to others, when there is no real argument to keep making. It's apple-and-oranges. ODF vs ODFF seems like they are caught in this trap. Everyone wants to win an argument that has no possible win because the participants are not arguing about the same thing. Tell me: Why can't the two parties get along? I can see a "cooperative" that attacks the entire stack. Am I the only one seeing this? Am I wrong? If yes, what's the fundamental difference that prevents cooperation?
  • Gary Edwards on 12 Dec 07
     
    AlphaDog When asked about the source of his incredible success, the hockey great Wayne Gretzky replied, "I skate to where the puck is going to be, not where it has been." You and i need to do the same. Let me state our position as this: The desktop office suite is where the puck has been. The Exchange/SharePoint Hub is where it's going to be. The E/S Hub is the core of an emerging Microsoft specific web platform which we've also called, the MS Stack. In this stack, MSOffice is relegated to the task of a rich client end user interface into the E/S Hub of business processes and collaborative computing connections. The rest of the MS Stack swirls like a galaxy of services around the E/S Hub. Key to Microsoft's web platform is the gradual movement of MSOffice bound business processes to the E/S Hub where they connect to the rest of the MS Stack. So what now you might ask? Some things to consider before we get down to brass tacks: ... There is a way to break the monopolists MSOffice desktop grip, but it's not a rip out and replace the desktop model. It's a beat them at the E/S Hub model that then opens up the desktop space. And opens it up totally. (this is a 3-5 year challenge though since it's a movement of currently bound business processes). ... It's all about the business processes. Focusing entirely on the file formats is to miss the big picture. ... The da Vinci group's position is this; we believe we can neutralize and re purpose MSOffice by converting in proce
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