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Gary Edwards

Google Apps vs. Microsoft Office - 0 views

www.sfgate.com/...article.cgi

Google-Apps MS-Productivity-Platform

shared by Gary Edwards on 28 Apr 10 - Cached
  • That's certainly one reason Microsoft still holds a giant lead in market share.
  • An IDC survey in July 2009 shows that nearly 97% of businesses were using Microsoft Office, and 77% were using only Microsoft Office.
  • About 4% of businesses use Google Apps as their primary e-mail and productivity platform, but the overwhelming majority of these are small and midsize organizations, according to a separate survey by ITIC. This puts Google well behind the open source OpenOffice, which has 19% market share, ITIC has found.
  • ...2 more annotations...
  • The ubiquity of Windows and the popularity of Windows 7 also work against Google, as Microsoft's Office tools are likely to have better integration with Windows than Google Apps does. And since most businesses already use the desktop version of Microsoft Office, customers interested in cloud computing may find it easier to switch to the Web-based versions of Office than to the Google suite.
  • According to IDC, nearly 20% of businesses reported extensive use of Google Docs, mainly in addition to Microsoft Office rather than as a replacement. In October 2007, only 6% of businesses were using Google Docs extensively, so adoption is growing quickly.
  • Gary Edwards on 28 Apr 10
     
    What a dumb ass statement: "That's certainly one reason Microsoft still holds a giant lead in market share." The SFGate article compares Google Apps lack of service to Microsoft's Productivity monopoly, suggesting that Microsoft provides better service?  That's idocy.  Microsoft's service is non existent.  Third party MSDN developers and service businesses provide near 100% of MS Productivity support.  And always have.   Where Microsoft does provide outstanding support is to their MSDN network of developers and service providers.   Google will have to match that support if Google Apps is to make a credible run at Microsoft.  But there is no doubt that the monopolist iron grip on the desktop productivity platform is an almost impossible barrier for Google to climb over.  Service excellence or not.
Gary Edwards

Does It Matter Who Wins the Browser Wars? Only if you care about the Future of the Open... - 1 views

www.bnet.com/...4-16236

ge OpenWeb OpenWeb-Productivity-Platform Browser-Wars

shared by Gary Edwards on 07 Aug 10 - Cached
  • Gary Edwards on 07 Aug 10
     
    The Future of the Open Web You're right that the browser wars do not matter - except for this point of demarcation; browsers that support HTML+ and browser that support 1998 HTML. extensive comment by ~ge~ Not all Web services and applications support HTML+, the rapidly advancing set of technologies that includes HTML5, CSS3, SVG/Canvas, and JavaScript (including the libraries and JSON). Microsoft has chosen to draw the Open Web line at what amounts to 1998-2001 level of HTML/CSS. Above that line, they provision a rich-client / rich-server Web model bound to the .NET-WPF platform where C#, Silverlight, and XAML are very prominent. Noticeably, Open Web standards are for the most part replaced at this richer MSWeb level by proprietary technologies. Through limited support for HTML/CSS, IE8 itself acts to dumb down the Open Web. The effect of this is that business systems and day-to-day workflow processes bound to the ubiquitous and very "rich" MSOffice Productivity Environment have little choice when it comes to transitioning to the Web but to stay on the Microsoft 2010 treadmill. Sure, at some point legacy business processes and systems will be rewritten to the Web. The question is, will it be the Open Web or the MS-Web? The Open Web standards are the dividing line between owning your information and content, or, having that content bound to a Web platform comprised of proprietary Microsoft services, systems and applications. Web designers and developers are still caught up in the browser wars. They worry incessantly as to how to dumb down Web content and services to meet the limited functionality of IE. This sucks. So everyone continues to watch "the browser wars" stats. What they are really watching for though is that magic moment where "combined" HTML+ browser uptake in marketshare signals that they can start to implement highly graphical and collaboratively interactive HTML+ specific content. Meanwhile, the greater Web is a
Paul Merrell

Microsoft vs. Google: Office Web Will Kill Google Docs - Business Center - PC World - 0 views

www.pcworld.com/...web_will_kill_google_docs.html

Microsoft Google Google Docs Office 2010 Office Web

shared by Paul Merrell on 15 Jul 09 - Cached
  • Maybe Google will be able to rescue something from its Docs misadventure, but it better do something quick. Microsoft says it can solve big customers' big complaint about Google Docs and will do so at a price Google understands: Free. Here's the gripe: Corporate IT doesn't think Google Docs are a secure place for important information. Microsoft will deal with this by offering something Google doesn't, the ability to host Office Web on the customer's own servers. And Microsoft will include this capability--for free--as part of all Office 2010 volume-licensing agreements. OK, that isn’t totally free, but for customers who will upgrade to Office 2010 it's a nice value add. It is also something Microsoft could easily package with other deals, such as server operating systems and even Windows 7, as an incentive to upgrade.
Gary Edwards

Cloudy Battle in Los Angeles: Microturf vs. Googzilla -- Redmond Developer News - 0 views

reddevnews.com/...es-microturf-vs-googzilla.aspx

Cloud-Computing google-vs-microsoft

shared by Gary Edwards on 29 Sep 09 - Cached
  • Gary Edwards on 29 Sep 09
     
    Talk about a game changer: Excerpt:  An epic battle is brewing out West with much more than a lucrative technology contract at stake: Microsoft Office or Google's cloud? As the Los Angeles Times reported yesterday, Microsoft and Google are bidding for a $7.25 million contract to replace the city of Los Angeles' outdated email system. Los Angeles put out a call for bids in 2008. "Google Apps got the nod because city administrators believed it would be cheaper and less labor-intensive," writes LA Times reporter David Sarno. We all knew this day of reckoning was coming. For Microsoft, the fight to hold on to its Office base is on. Google Apps, the Web-based office suite that includes the viral Gmail, promises less overhead and potentially big savings to fiscally strapped cities, corporations and college campuses. In addition to dispatching teams of lobbyists, both Steve Ballmer and Eric Schmidt have offered to put in appearances at city hall, if city officials think it will help, according to a city councilman quoted in the article.
Gary Edwards

Will Google Wave Be Another Heartbreaker? - Business Center - PC World - 1 views

www.pcworld.com/...e_be_another_heartbreaker.html

wave notes grove sharepoint-workspaces

shared by Gary Edwards on 02 Oct 09 - Cached
  • Gary Edwards on 02 Oct 09
     
    Some good questions are being asked about the future of Google Wave and collaborative computing.  He misses however another important play for Wave; moving to the center of the emerging Open Web Productivity Environment. excerpt:  Google Wave is another grab for the Holy Grail of collaborative computing. But, will it be more successful than previous attempts? Whenever you see something compared to Lotus Notes, as Google Wave has been, you know to expect an uphill slog. Add a comparison to Microsoft Groove, which I have not seen but seems reasonable, and you can expect deep trouble. Both Notes and Groove are wonderful, innovative applications that have never caught on as I had hoped. Why? They are too difficult to use and develop for. They were way ahead of their time. Maybe Google Wave, a workplace collaboration application that is being rolled out to an additional 100,000 beta testers, has arrived at the right time, finding the right mix of power vs. ease-of-use, and the right metaphor for delivering it. We have an excellent story that offers "Five Reasons To Dive Into Google Wave." That is, if you can find a way to get into the beta. The big question: Can Google Wave succeed where seemingly every collaboration application that has gone has failed?
Gary Edwards

CPU Wars - Intel to Play Fab for an ARM Chipmaker: Understanding What the Altera Deal M... - 0 views

www.dailytech.com/...article33659.htm

OpenWeb WinTel Intel-ARM x86-ARM CPU-GPU

shared by Gary Edwards on 04 Nov 13 - No Cached
  • Intel wants x86 to conquer all computing spaces -- including mobile -- and is trying to leverage its process lead to make that happen.  However, it's been slowed by a lack of inclusion of 4G cellular modems on-die and difficulties adapting to the mobile market's low component prices.  ARM, meanwhile, wants a piece of the PC and server markets, but has received a lukewarm response from consumers due to software compatibility concerns. The disappointing sales of (x86) tablet products using Microsoft Corp.'s (MSFT) Windows 8 and the flop of Windows RT (ARM) product in general somewhat unexpectedly had the net result of being a driver to maintain the status quo, allowing neither company to gain much ground.  For Intel, its partnership with Microsoft (the historic "Wintel" combo) has damaged its mobile efforts, as Windows 8 flopped in the tablet market.  Likewise ARM's efforts to score PC market share were stifled by the flop of Windows RT, which led to OEMs killing off ARM-based laptops and convertibles.
  • Both companies seem to have learned their lesson and are migrating away from Windows towards other platforms -- in ARM's case Chromebooks, and in Intel's case Android tablets/smartphones. But suffice it to say, ARM Holdings and Intel are still very much bitter enemies from a sales perspective.
  • III. Profit vs. Risk -- Understanding the Modern CPU Food Chain
  • ...16 more annotations...
  • Whether it's tablets or PCs, the processor is still one of the most expensive components onboard.  Aside from the discrete GPU -- if a device has one -- the CPU has the greatest earning potential for a large company like Intel because the CPU is the most complex component. Other components like the power supply or memory tend to either be lower margin or have more competitors.  The display, memory, and storage components are all sensitive to process, but see profit split between different parties (e.g. the company who makes the DRAM chips and the company who sells the stick of DRAM) and are primarily dependent on process technology. CPUs and GPUs remain the toughest product to make, as it's not enough to simply have the best process, you must also have the best architecture and the best optimization of that architecture for the space you're competing in. There's essentially five points of potential profit on the processor food chain: [CPU] Fabrication [CPU] Architecture design [CPU] Optimization OEM OS platform Of these, the fabrication/OS point is the most profitable (but is dependent on the number of OEM adopters).  The second most profitable niche is optimization (which again is dependent on OEM adopter market share), followed by OEM markups.  In terms of expense, fabrication and operating system designs requires the greatest capital investment and the highest risk.
  • In terms of difficulty/risk, the fabrication and operating system are the most difficult/risky points.  Hence in terms of combined risk, cost, and profitability the ranking of which points are "best" is arguably: Optimization Architecture design OS platfrom OEM Fabrication ...with the fabrication point being last largely because it's so high risk. In other words, the last thing Intel wants is to settle into a niche of playing fabs for everybody else's product, as that's an unsound approach.  If you can't keep up in terms of chip design, you typically spin off your fabs and opt for a different architecture direction -- just look at Advanced Micro Devices, Inc.'s (AMD) spinoff of GlobalFoundries and upcoming ARM product to see that.
  • IV. Top Firms' Role on That Food Chain
  • Apple has seen unbelievable profits due to this fundamental premise.  It controls the two most desirable points on the food chain -- OS and optimization -- while sharing some profit with its architecture designer (ARM Holdings) and a bit with the fabricator (Samsung Electronics Comp., Ltd. (KSC:005930)).  By choosing to play operating system maker, too, it adds to its profits, but also its risk.  Note that nearly every other first-party exclusive smartphone platform has failed or is about to fail (i.e. BlackBerry, Ltd. (TSE:BB) and the now-dead Palm).
  • Intel controls points 1, 2, and 5, currently, on the food chain.  Compared to Apple, Intel's points of control offer less risk, but also slightly less profitability. Its architecture control may be at risk, but even so, it's currently the top in its most risky/expensive point of control (fabrication), where as Apple's most risky/expensive point of control (OS development) is much less of a clear leader (as Android has surpassed Apple in market share).  Hence Apple might be a better short-term investment, but Intel certainly appears a better long-term investment.
  • Samsung is another top company in terms of market dominance and profit.  It occupies points 1, 3, 4, and 5 -- sometimes.  Sometimes Samsung's devices use third-party optimization firms like Qualcomm Inc. (QCOM) and NVIDIA Corp. (NVDA), which hurts profitability by removing one of the most profitable roles.  But Samsung makes up for this by being one of the largest and most successful third party manufacturers.
  • Microsoft enjoys a lot of profit due to its OS dominance, as does Google Inc. (GOOG); but both companies are limited in controlling only one point which they monetize in different ways (Microsoft by direct sales; Google by giving away OS product for free in return for web services market share and by proxy search advertising revenue).
  • Qualcomm and NVIDIA are also quite profitable operating solely as optimizers, as is ARM Holdings who serves as architecture maker to Qualcomm, NVIDIA, Apple, and Samsung.
  • V. Four Scenarios in the x86 vs. ARM Competition
  • Scenario one is that x86 proves dominant in the mobile space, assuming a comparable process.
  • A second scenario is that x86 and ARM are roughly tied, assuming a comparable process.
  • A third scenario is that x86 is inferior to ARM at a comparable process, but comparable or superior to ARM when the x86 chip is built using a superior process.  From the benchmarks I've seen to date, I personally believe this is most likely.
  • A fourth scenario is that x86 is so drastically inferior to ARM architecturally that a process lead by Intel can't make up for it.
  • This is perhaps the most interesting scenario, in the sense of thinking of how Intel would react, if not overly likely.  If Intel were faced with this scenario, I believe Intel would simply bite the bullet and start making ARM chips, leveraging its process lead to become the dominant ARM chipmaker.  To make up for the revenue it lost, paying licensing fees to ARM Holdings, it could focus its efforts in the OS space (it's Tizen Linux OS project with Samsung hints at that).  Or it could look to make up for lost revenue by expanding its production of other basic process-sensitive components (e.g. DRAM).  I think this would be Intel's best and most likely option in this scenario.
  • VI. Why Intel is Unlikely to Play Fab For ARM Chipmakers (Even if ARM is Better)
  • From Intel's point of view, there is an entrenched, but declining market for x86 chips because of Windows, and Intel will continue to support Atom chips (which will be required to run Windows 8 tablets), but growth on desktops will come from 64 bit desktop/server class non-Windows ARM devices - Chromebooks, Android laptops, possibly Apple's desktop products as well given they are going 64 bit ARM for their future iPhones. Even Windows has been trying to transition (unsuccessfully) to ARM. Again, the Windows server market is tied to x86, but Linux and FreeBSD servers will run on ARM as well, and ARM will take a chunk out of the server market when a decent 64bit ARM server chip is available as a result.
  • Gary Edwards on 04 Nov 13
     
    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  ................
Gary Edwards

Office 365 vs. Google Apps: The InfoWorld review | Cloud Computing - InfoWorld - 0 views

www.infoworld.com/...-apps-the-infoworld-review-447

cloud-productivity office365 Google-Apps InfoWorld

shared by Gary Edwards on 28 Jun 11 - No Cached
  • Gary Edwards on 28 Jun 11
     
    Clash of the Productivity Clouds: Before we attempt to answer those questions, one thing must be stated flatly: Office 365 and Google Apps are vastly different products. Office 365 is meant to be used with a locally installed version of Office (preferably Office 2010), whereas Google Apps lives 100 percent in the browser. To use a hackneyed metaphor, we're talking apples and oranges. With so many feature variables between the two products, blanket pronouncements don't make a lot of sense. Nonetheless, with the production release of Office 365, the cloud era of desktop productivity software officially kicks into high gear. Office 365 works with Microsoft's Web App versions of desktop Office applications -- Word, Excel, PowerPoint, and OneNote -- so theoretically, you can use it without a locally installed version of Office at all. But most people won't. The real Office 365 ploy is this: Sick of maintaining Exchange and SharePoint servers? No problem. Pay Microsoft and it will run those servers for you -- and throw in the fancy new Lync communications server. Office 365 represents the first time Microsoft has bundled desktop software (Office 2010) with an online service into a single subscription-based offering. But if you have another source of licenses for Office (2010, 2007, or otherwise), or if you want to run just the Office Web Apps (not likely), you can get an Office 365 license without paying for Office.
Gary Edwards

Microsoft Office vs. the other guys - FierceCIO:TechWatch - 0 views

www.fiercecio.com/...2009-06-05

ge MSOffice replace_or_re-purpose openWeb webkit

shared by Gary Edwards on 07 Jun 09 - Cached
  • Gary Edwards on 07 Jun 09
     
    A new report by research analyst, Forrester says that 80 percent of enterprise customers are using some version of Microsoft Office. This reflects the stranglehold Microsoft has on the office productivity market, despite increased awareness of alternatives such as Sun's OpenOffice.org suite, and the rise of web-hosted variants such as Google Docs. I had a chance to comment on this brief lament regarding Microsoft's iron grip, desktop monopoly.
Gary Edwards

The real reason why Steve Jobs hates Flash - Charlie's Diary - 1 views

www.antipope.org/...hy-steve-jobs-hates-flash.html

shared by Gary Edwards on 30 Apr 10 - Cached
  • Flash is a cross platform development tool. It is not Adobe's goal to help developers write the best iPhone, iPod and iPad apps. It is their goal to help developers write cross platform apps."
  • he really does not want cross-platform apps that might divert attention and energy away from his application ecosystem
  • This is why there's a stench of panic hanging over silicon valley. this is why Apple have turned into paranoid security Nazis, why HP have just ditched Microsoft from a forthcoming major platform and splurged a billion-plus on buying up a near-failure; it's why everyone is terrified of Google: The PC revolution is almost coming to an end, and everyone's trying to work out a strategy for surviving the aftermath.
  • Gary Edwards on 30 Apr 10
     
    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
Gary Edwards

Microsoft Office Web Apps vs. Google Docs CIO.com - 0 views

www.cio.com/...82933

Cloud-Productivity-Platform Cloud-Computing business-productivity

shared by Gary Edwards on 22 Oct 13 - No Cached
  • Gary Edwards on 22 Oct 13
     
    excellent comparison!
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