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John Dvorak's Eight Signs MS is Dead in the Water
j79 writes "John Dvorak has written an opinion piece on why he believes Microsoft is dead in the water. He discusses Vista, Office 2007, MSN and MSN search, the Xbox 360, Pad-based computing, .Net, and Microsoft's obsession with Google. "
For once, this guy is actually making sense. When was the last time M$ actually innovated something? It's been a while. Win95 was the last thing I remember, and even that was strongly influenced by both X and the Mac. Vista has become XP with Glass; Office 2007 is a new UI to look better under Vista. IE7 is a Firefox clone, and Microsoft has been spewing Google-copycat programs for a while now.
I don't think Microsoft is in any danger of dying - companies with billions of dollars in their war chest don't tend to die. What Microsoft will do is lose their dominance of the market to smaller, more nimble competitors. Microsoft is in the same position that IBM was in during most of the 1980s - they have a near-monopoly position in a maturing market, but they're struggling to adapt themselves to changing conditions.
Like Microsoft, IBM was a massive corporation with an entrenched and risk-averse corporate culture. IBM had the same kind of market dominance and clout that Microsoft has now. IBM came out with their latest and greatest consumer machine in 1984 - the PCjr - but it was a horrendous flop because it didn't take the needs of users into consideration. I'm becoming more and more convinced that Windows Vista will be the same thing - a flop that came about because of a poor understanding of what users really want. I think that the LUA system in Vista will be as badly received as the PCjr's chiclet keys.
IBM didn't die, but they did lose a lot of money and a lot of marketshare to smaller, more nimble competitors like Compaq. It was only after IBM started refocusing on their core competencies (big iron, blade servers, etc.) that IBM's really regained some of its strength - but even today it doesn't have near the dominance that it did now.
The days of the Windows monoculture are starting to wane - Apple has a product that's more than competitive with Microsoft's offerings. Microsoft, like IBM back then, just isn't nimble enough to meet the demands of a changing marketplace. Microsoft's attempts to do vertical integration aren't working all that well - the XBox Division is bleeding cash left and right despite the popularity of their product, the online division is floundering to compete with Google, and businesses aren't going to retrain their staff to deal with Office 2007.
Microsoft isn't belly up yet, and probably won't be for a good, long time, but their continued missteps may see them lose a significant amount of money and marketshare.