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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.) 
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  • 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

Consumer Office 365 tops a half-billion dollars in annual revenue run-rate - Computerworld - 0 views

www.computerworld.com/...ars_in_annual_revenue_run_rate

wordsdk Office365

shared by Gary Edwards on 12 Aug 14 - No Cached
  • In the June quarter, Microsoft added approximately 1.2 million subscribers to its consumer Office 365 rolls, a quarter-over-quarter growth rate of 27%, but a year-over-year increase of 460%.
  • Microsoft's Office 365 "rent-not-buy" subscription service is at an annual revenue run-rate of more than half a billion dollars, Microsoft signaled last week.
  • According to CFO Amy Hood, Microsoft ended the June quarter with more than 5.6 million Office 365 subscribers to its consumer-grade plans, labeled "Home" and "Personal." The former sells for $100 annually, while the latter -- which was introduced in mid-April -- lists for $70 a year.
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  • Microsoft's quarter-over-quarter gain was 100%,
  • Pacific Crest Securities said it anticipated 1 million new consumer subscribers per quarter. If Pacific Crest's forecast is accurate, the quarter-over-quarter gain for the three months ending Sept. 30 would be about 18%, but would represent year-on-year growth of 230%.
  • Nor would Microsoft assign credit for Office 365's gains -- whether on the consumer or commercial side -- to any specific move it has made, including the release of Office for iPad in March. When a Wall Street analyst asked Hood about the source of a large gain in cloud revenue -- which includes Office 365 for businesses -- and if Office for iPad played a part, the CFO declined to name any one factor. "I wouldn't point to one product area," Hood answered.
  • Gary Edwards on 12 Aug 14
     
    "Microsoft's Office 365 "rent-not-buy" subscription service is at an annual revenue run-rate of more than half a billion dollars, Microsoft signaled last week. According to CFO Amy Hood, Microsoft ended the June quarter with more than 5.6 million Office 365 subscribers to its consumer-grade plans, labeled "Home" and "Personal." The former sells for $100 annually, while the latter -- which was introduced in mid-April -- lists for $70 a year. "
Gary Edwards

Microsoft pushes Trade Secrets Bill - 1 views

thestack.com/...trade-secrets-act-2015-support

Trade-secret-legislation Microsoft Patents Microsoft-Patent-Consortium

shared by Gary Edwards on 09 Dec 15 - No Cached
  • A spokesman for the Microsoft On The Issues website has expressed the company’s support for new legislation that would reform the legal framework for companies wishing to protect their trade secrets in a cloud-centric world where such information is frequently forced to reside on networks. In the post Microsoft’s Assistant General Counsel of IP Policy & Strategy Jule Sigall rallies behind business and academic concerns supporting the proposed Defend Trade Secrets Act 2015 (DTSA), which goes before the United States Senate Judiciary Committee today. Sigall, who is also Associate General Counsel for Copyright in Microsoft’s Legal & Corporate Affairs department, makes an ardent case for reform of the current legislation, as furnished by the Uniform Trade Secrets Act (UTSA). UTSA’s provisions are argued to be fractured, and rendered ineffective both by the inability of plaintiffs to pursue suits in federal courts (despite trade secret infractions being Federal by nature), and by the fact that not all states have adopted or instituted all the measures provided by the legislation. Additionally the limited provision for redress in international cases of trade secret theft are to be addressed.
  • Sigall presents the case of Microsoft’s Cortana AI as an example of why new legislation is necessary: ‘[Behind] Cortana sits a vast amount of technology developed or enhanced in-house by Microsoft – voice recognition; language translation; reactive and predictive algorithms that can synthesize context, location and data, and interface with the vast resources of the Bing search engine index; and a complex array of cloud servers to crunch and serve data in real time. This technology represents tens of thousands of hours of research, trial and error, and continued improvement as Cortana is adapted for new devices and new scenarios’
  • Sigall argues that better protection procedures for trade secrets, the only form of IP which currently lacks comprehensive cover in law, is essential for start-ups whose ideas, business plans and even customer lists may constitute the only marketable value of a company that is just in the stage of consolidating. ‘A trade secret is unique among forms of intellectual property in how it is legally protected. While it is a federal crime to steal a trade secret, a business that has its trade secrets stolen must rely on state law to pursue a civil remedy. Owners of copyrights, patents, and trademarks can go to federal court to protect their property and seek damages when their property has been infringed, but trade secret owners do not have access to such a federal remedy.’
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  • Defend Trade Secrets Act 2015 contains [PDF] significant material from its doomed predecessor of 12 months ago, and one of its boldest initiatives is the extension of ex parte seizures, instituted in UTSA in a more limited form (particularly in the 1985 amendment to the Uniform Law Commission’s 1979 initial legislation). An ex parte seizure provides a kind of restraining order or injunction on disputed information, or even the dissemination of knowledge about whether the information is disputed, and places it under federal protection on the plaintiff’s behalf.
  • Microsoft had a hard time adjusting to the open source revolution, particularly in regard to the PC/Mac Office product which at one time represented the most successful and ubiquitous software in the world, and the many legal and semantic wrangles over the closed-source nature of Office formats such as Word led ultimately to a hybridised open source .docx format which is still argued to not be the OpenXML that was promised.
  • According to Sigall the state-by-state system currently in place was ‘simply not built with the digital world in mind’, and calls for ‘A uniform, national standard for protection’ which does not stop at state lines or even national borders.
  • In practical terms this seems likely to extend the circumstances under which information about leaks, hacks or thefts of information can be made the subject of gag orders for legal reasons, since it brings trade secrets into the same legal framework as other forms of intellectual property which enjoy more comprehensive coverage and recourse in law. The bill would also extend the purview of the 1996 Economic Espionage Act to take in a more rigorously conceived concept of ‘trade secrets’.
  • Even with the issues clear, the risk of disproportionate or over-reaching response in the event of the new bill passing successfully through congress in 2016 (it is unlikely to pass this year) is clear enough that the lack of network discussion about it is quite surprising. Essentially DTSA represents the same kind of proposed ‘judicial fast track’ – though in favour of corporations instead of governments – that has outraged so many commenters in the wake of the November 13th Paris attacks.
  • Silence in court Amongst its more quotidian clauses, the Defend Trade Secrets Act 2015 effectively offers corporate plaintiffs increased opportunity to federalise disputed private material in cases involving trade secrets, with all the penalties for infraction associated with that change of status – and far greater scope for sub judice orders likely to contain and conceal future breaches of information.
  • Eric Goldman of the Santa Clara University School of Law has just published a paper outlining the risks of extending ex parte seizures in the manner that DTSA 2015 proposes. Goldman writes that ‘the Seizure Provision does not solve many, if any, problems. In light of the remedies already available to trade secret owners in ex parte temporary restraining orders (TROs), the Seizure Provision purports to apply to only a narrow set of additional circumstances. In exchange for that modest benefit, the Seizure Provision creates the risk of anti-competitive seizures and seizures that cause substantial collateral damage to innocent third parties. To discourage such abuses, the Act imposes procedural safeguards and creates a cause of action for wrongful seizures. Unfortunately, those safeguards are miscalibrated to achieve the desired protections against abusive seizures.’
  • Paul Merrell on 09 Dec 15
     
    Lots of possible Constitutional issues lurking. The Constitution creates only two types of intellectual property, patents and copyrights. "(P)roperty interests . . . are not created by the Constitution. Rather, they are created and their dimensions are defined by existing rules or understandings that stem from an independent source such as state law." Ruckelshaus v. Monsanto Co., 467 US 986 (1984), https://goo.gl/ZljO1H (trade secrets case). The traditional source of rights in trade secrets have been state law. Thus there is a state's rights issue lurking in this legislation, a question whether the federal government is invading the States' police power, an "our federalism" question.
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