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One of the "Lessons of Massachusetts" is that the key lock-in point for Microsoft's monopoly is their iron fisted control of the productivity environment, anchored by MSOffice and the Windows local workgroup client/server system.  Key to office productivity is the compound document model that fuels every business process and business productivity system.  It's the embedded logic and database connectivity (OLE, ODBC, MAPI and COM ActiveX controls) that juice the compound document model.   Convert a compound document to another format (or PDF), and you BREAK the both the document, AND THE BUSINESS PROCESS!!!! It was the breaking of the business process that stopped Massachusetts from moving to the Open Document Format !!!! So now comes a story with consumer sales vs enterprise sales numbers that seemingly shatter the Lessons of Massachusetts.  How is that? My take is that the numbers Microsoft touts are true.  Consumers are making new purchases - NOT enterprises.  The simple truth is that, as Microsoft introduces new OS and Application Services geared to Mobile / Cloud Computing, these new systems BREAK legacy business systems.  It's still way too costly for businesses to transition to the new models. Eventually though, businesses will replace those legacy business productivity systems with Mobile / Cloud Computing systems.  And it will be a rip-out-and-replace transition; not the gradual "value-added" transition everyone hopes Microsoft will provide.   Interesting stuff. excerpt: "If Microsoft is an enterprise company, then why is it spending so much time and money on stuff like Bing, Xbox, Windows Phone, and the Surface RT? It should be going all-in on cloud computing and services. If you were to ask Microsoft's CEO Steve Ballmer, his answer would probably be: It's a dumb question, we're both. In an interview with Jason Pontin at MIT Technology Review, he said: ""Our number-one thing is supplying products to consumers. That's kind of what we do.

Note that rip-out-and-replace to get to the cloud is a very risky strategy for MSFT because the company forfeits its vendor lock-in advantage; the question for the enterprise then becomes "replace with what?" The answer in many cases will be non-Microsoft services. And traditionally, what the enterprise uses has driven what enterprise workers use at home far more than vice versa.

Byron Deeter is right, but perhaps he's holding back on his reasoning.  Silicon Valley is all about platform, and platform plays only come about once every ten to twenty years.  They come like great waves of change, not replacing the previous waves as much as taking away and running with the future.   Cloud Computing is the fourth great wave.  It will replace the PC and Network Computing waves as the future.  It is the target of all developers and entrepreneurs.   The four great waves are mainframe, workstation, pc and networked pc, and the Internet.  Cloud Computing takes the Internet to such a high level of functionality that it will now replace the pc-netwroking wave.  It's going to be enormous.  Especially as enterprises move their business productivity and data / content apps from the desktop/workgroup to the Cloud.  Enormous. The key was the perfect storm of 2008, where mobility (iPhone) converged with the standardization of tagged PDF, which converged with the Cloud Computing application and data model, which all happened at the time of the great financial collapse.   The financial collapase of 2008 caused a tectonic shift in productivity.  Survival meant doing more with less.  Particularly less labor since cost of labor was and continues to be a great uncertainty.  But that's also the definition of productivity and automation.  To survive, companies were compelled to reduce labor and invest in software/hardware systems based productivity.  The great leap to a new platform had it's fuel; survival. Social applications and services are just the simplest manifestation of productivity through managed connectivity in the Cloud.  Wait until this new breed of productivity reaches business apps!  The platform wars have begun, and it's for all the marbles. One last thought.  The Internet was always going to win as the next computing platform wave.  It's the first time communications have been combined and integrated into content, and vast dat

Excellent must read!  Best explanation of what is currently driving Silicon Valley.  Charlie puts all the pieces in context, provides expert perspective, and then pushes everything forward to describe a highly probable future.  MUST READ stuff! excerpts:  I've got a theory, and it's this: Steve Jobs believes he's gambling Apple's future - the future of a corporation with a market cap well over US $200Bn - on an all-or-nothing push into a new market. HP have woken up and smelled the forest fire, two or three years late; Microsoft are mired in a tar pit, unable to grasp that the inferno heading towards them is going to burn down the entire ecosystem in which they exist. There is the smell of panic in the air, and here's why ... We have known since the mid-1990s that the internet was the future of computing.  With increasing bandwidth, data doesn't need to be trapped in the hard drives of our desktop computers: data and interaction can follow us out into the world we live in. .....Wifi and 4G protocols will shortly be delivering 50-150mbps to whatever gizmo is in your pocket, over the air. ......  It's easier to lay a single fat fibre to a radio transciever station than it is to lay lots of thin fibres to everybody's front door.... Anyway, here's Steve Jobs' strategic dilemma in a nutshell: the PC industry as we have known it for a third of a century is beginning to die. PCs are becoming commodity items. The price of PCs and laptops is falling by about 50% per decade in real terms, despite performance simultaneously rising in real terms. The profit margin on a typical netbook or desktop PC is under 10%.  At the same time, wireless broadband is coming. As it does so, organizations and users will increasingly move their data out into the cloud (read: onto hordes of servers racked up high in anonymous data warehouses, owned and maintained by some large corporation like Google). Software will be delivered as a service to users wherever they are, via whatev

Microsoft already got its big Windows 7 sales bang -- 400 million licenses sold since the operating system shipped nearly two years ago. The global install base of PCs is around 1 billion. The majority of licenses are going to emerging markets. Microsoft estimates that they totaled 40 million PC shipments for the quarter or -- get this -- half of global volume. It's simply a stunning number that represents faster recovering economies in many emerging markets and new sales. The majority of Windows sold in developed markets are resales -- to existing customers. Microsoft is still getting some bang from businesses. During yesterday's earnings conference call, Bill Koefoed, general manager of Microsoft Investor Relations, said that "business PC refresh cycle continued and drove estimated business PC growth of 8 percent". Those business deployments won't last forever, however. The reality is this: If not for Windows Vista's market failure, successor 7's sales situation might be a whole lot worse today. Windows 7 released with about 80 percent of the install base on XP. Upgrades were inevitable in developed markets. Whenever Windows 8 ships, much of the established install base will be on 7 or moving that way. Enterprises don't deploy overnight. For now, Koefoed says that "90 percent of enterprises have committed to a deployment plan" and one-quarter of their desktops have Windows 7. Windows 7's lifeblood is two-fold, then: Pent-up demand from businesses still using Windows XP and sales to emerging markets. It's not a sustainable growth business, although legacy sales should keep the Windows & Windows Live division profitable for some time. Microsoft's Business Division long ago passed Windows as the big revenue and profit generator, $5.78 billion and $3.6, respectively, in fiscal Q4. Windows & Windows Live generated $4.7 billion in revenue and $2.9 billion in profit. Actually, Server and Tools division nearly generated as much revenue as Windows & Windows Live -- $4.6 b

Good interview with Charles Jolley - SproutCore - WebKit (met Charles at Web 2.0).  He has left Apple and started a SproutCore Web App development company called "Strobe".  Looking very good Charles! The Blended Brew Apps have become a preferred way of accessing information on mobile devices. But developers want to provide a unified experience, and that is why Jolley believes that we will soon have apps that use HTML5 inside a native app wrapper. "People are looking for an either/or solution, but it is not going to end up like that," he said. Think of Strobe's offerings as a way to create an experience that is a blend of HTML5 and native mobile apps. How this works is that an application is developed in HTML5 instead of proprietary formats. It is wrapped in a native app wrapper for, say, the iPhone, but when accessed through a web browser on a PC or any other device, like tablet, it offers the same user experience. This is a good way to solve a problem that is only going to get compounded many fold as multiple endpoints for content start to emerge. The co-existence of web and native apps also means content publishers need to think differently about content and how it is offered to consumers. The multiplicity of endpoints (iPhone, iPad, TV and PC) is going to force content producers to think differently about how they build the user experiences for different sets of screens. Jolley argues that the best way to do so is to stop taking a document-centric view that is part of the PC-era. In the touch-based mobile device era, folks need to think of ways to have a single technology stack married to the ability to create unique experiences for different devices. And if you do that, there is no doubt that HTML5 and native apps can live in harmony.

Interesting, but lightweight interview with Ray Ozzie.  Look at the productivity comment in particular.  He also mentions "social productivity" as being an aspect of "communications".  My guess is that his new startup, Cocomo, will gear up towards a Cloud Productivity Platform where this new capability of integrated web communications is woven deep into collaborative productivity applications.  With enough juice to blow the legacy Windows - MSOffice Productivity environment out of the water.  We shall see. excerpt: When he joined Microsoft he thought it had a "tremendous history," he said, with great technology assets and people. But it was a company struggling to adjust to changes in the PC and server markets, he said. "I tried my best to communicate with various groups what their purpose in life was," he said. For instance, he tried to convince the Office group that it should focus on selling productivity, as opposed to selling PC-based productivity products, and the Xbox group that it should sell entertainment, not boxes or discs.

Quick review of different sync-share-store services, starting with DropBox and ending with three Open Source services. Very interesting. Things have progressed since I last worked on the SurDocs project for Sursen. No mention in this review of file formats, conversion or viewing issues. I do know that CrocoDoc is used by near every sync-share-store service to convert documents to either pdf or html formats for viewing. No servie however has been able to hit the "native document" sweet spot. Not even SurDocs - which was the whole purpose behind the project!!! "Native Documents" means that the document is in it's native / original application format. That format is needed for the round tripping and reloading of the document. Although most sync-share-store services work with MSOffice OXML formatted documents, only Microsoft provides a true "native" format viewer (Office 365). Office 365 enables direct edit, view and collaboration on native documents. Which is an enormous advantage given that conversion of any sort is guaranteed to "break" a native document and disrupt any related business processes or round tripping need. It was here that SurDoc was to provide a break-through technology. Sadly, we're still waiting :( excerpt: The availability of cheap, easy-to-use and accessible cloud file-sharing services means users have more freedom and choice than ever before. Dropbox pioneered simplicity and ease of use, and so quickly picked up users inside the enterprise. Similar services have followed Dropbox's lead and now there are dozens, including well-known ones such as Google Drive, SkyDrive and Ubuntu One. cloud.jpg Valdis Filks , research director at analyst firm Gartner explained the appeal of cloud file-sharing services. Filks said: "Enterprise employees use Dropbox and Google because they are consumer products that are simple to use, can be purchased without officially requesting new infrastructure or budget expenditure, and can be installed qu

Odd that the reporter mentions the importance of security near the top of the article but gives that topic such short shrift in his evaluation of the services. For example, "secured by 256-bit AES encryption" is meaningless without discussing other factors such as: [i] who creates the encryption keys and on which side of the server/client divide; and [ii] the service's ability to decrypt the customer's content. Encrypt/decryt must be done on the client side using unique keys that are unknown to the service, else security is broken and if the service does business in the U.S. or any of its territories or possessions, it is subject to gagged orders to turn over the decrypted customer information. My wisdom so far is to avoid file sync services to the extent you can, boycott U.S. services until the spy agencies are encaged, and reward services that provide good security from nations with more respect for digital privacy, to give U.S.-based services an incentive to lobby *effectively* on behalf of their customer's privacy in Congress. The proof that they are not doing so is the complete absence of bills in Congress that would deal effectively with the abuse by U.S. spy agencies. From that standpoint, the Switzerland-based http://wuala.com/ file sync service is looking pretty good so far. I'm using it.

Prepare to be blown away. I viewed a demo of Numecent today and then did some research. There is no doubt in my mind that this is the end of the shrink wrapped- Microsoft business model. It's also perhaps the end of software application design and construction as we know it. Mobile apps in particular will get blasted by the Numecent "Cloud - Paging" concept. Extraordinary stuff. I'll leave a few useful links on Diigo "Open Web". "Numecent, a company that has a new kind of cloud computing technology that could potentially completely reorganize the way software is delivered and handled - upending the business as we know it - has another big feather in its cap. The company is showing how enterprises can use this technology to instantly put all of their enterprise software in the cloud, without renegotiating contracts and licenses with their software vendors. It signed $3 billion engineering construction company Parsons as a customer. Parsons is using Numecent's tech to deliver 4 million huge computer-aided design (CAD) files to its nearly 12,000 employees around the world. CAD drawings are bigger than video files and they can only be opened and edited by specific CAD apps like AutoCAD. Numecent offers a tech called "cloud paging" which instantly "cloudifies" any Windows app. Instead of being installed on a PC, the enterprise setup can deliver the app over the cloud. Unlike similar cloud technologies (called virtualization), this makes the app run faster and continue working even when the Internet connection goes down. "It's offers a 95% reduction in download times and 95% in download network usage," CEO Osman Kent told Business Insider. "It makes 8G of memory work like 800G." It also lets enterprises check in and check out software, like a library book, so more PCs can legally share software without violating licensing terms, saving money on software license fees, Kent says. Parson is using it to let employees share over 700 huge applications such as Au

Sounds like Microsoft must-buy-or-kill technology.

Excellent article explaining the CPU war for the future of computing, as Intel and ARM square off.  Intel's x86 architecture dominates the era of client/server computing, with their famed WinTel alliance monopolizing desktop, notebook and server implementations.  But Microsoft was a no show with the merging mobile computing market, and now ARM is in position transition from their mobile dominance to challenge the desktop -notebook - server markets.   WinTel lost their shot at the mobile computing market, and now their legacy platforms are in play.  Good article!!! Well worth the read time  ................

JUDGMENT OF THE COURT OF FIRST INSTANCE (Grand Chamber) 17 September 2007 (*) (Competition - Abuse of dominant position - Client PC operating systems - Work group server operating systems - Streaming media players - Decision finding infringements of Article 82 EC - Refusal of the dominant undertaking to supply and authorise the use of interoperability information - Supply by the dominant undertaking of its client PC operating system conditional on the simultaneous acquisition of its media player - Remedies - Appointment of an independent monitoring trustee - Fine - Determination of the amount - Proportionality) In Case T-201/04, Microsoft Corp., established in Redmond, Washington (United States), represented by J.-F. Bellis, lawyer, and I. Forrester QC,

Nvidia chief executive Jen-Hsun Huang is on a mission to get graphics chips into everything from handheld computers to smart phones. He expects, for instance, that low-cost Netbooks will become the norm and that gadgets will need to have battery life lasting for days. Holding up an Ion platform, which couples an Intel low-cost Atom processor with an Nvidia integrated graphics chip set, he said his company is looking to determine "what is the soul of the new PC." With Ion, Huang said he is prepared for the future of the computer industry. But first, he has to deal with Intel. Good interview. See interview with Charlie Rose! The Dance of the Sugarplum Documents is about the evolution of the Web document model from a text-typographical/calculation model to one that is visually rich with graphical media streams meshing into traditional text/calc. The thing is, this visual document model is being defined on the edge. The challenge to the traditional desktop document model is coming from the edge, primarily from the WebKit - Chrome - iPhone Community. Jen-Hsun argues on Charlie Rose that desktop computers featured processing power and applications designed to automate typewritter (wordprocessing) and calculator (spreadsheet) functions. The x86 CPU design reflects this orientation. He argues that we are now entering the age of visual computing. A GPU is capable of dramatic increases in processing power because the architecture is geared to the volumes of graphical information being processed. Let the CPU do the traditional stuff, and let the GPU race into the future with the visual processing. That a GPU architecture can scale in parallel is an enormous advantage. But Jen-Hsun does not see the need to try to replicate CPU tasks in a GPU. The best way forward in his opinion is to combine the two!!!

Windows PCs must be protected from various types of malware such as viruses, worms, Trojans, ransomware, spyware, adware, bots, and Man-in-the-middle attacks and hackers. Hence, an antivirus solution is needed to automatically detect and eliminate the malware.