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InfoWorld's Crystal Ball Predicts the Future of Microsoft
museumpeace writes "InfoWorld executive editor Galen Gruman has brainstormed five different scenarios for Microsoft in the coming decade and solicits the reader's vote on which is more likely. Does it tank? Does it go open source? Does it out-Google Google? Does Ballmer really fill Gates' shoes?"
does it blend?
Do you even lift?
These aren't the 'roids you're looking for.
The Magic 8 Ball has been on top of this for years... Outlook not good.
Posts not to be taken literally. Almost everything is sarcasm.
Why do you ask?
The simple truth is that interstellar distances will not fit into the human imagination
- Douglas Adams
2009 will be the year of the Windows desktop.
Similes are like metaphors
I'd say that the shark has been jumped already.
What a bundle of bollocks. I've read better in /. comments.
My vote? None of these. They're all in the "dumb and dumber" category.
Assorted stuff I do sometimes: Lemuria.org
MS will continue to force OEM installations on the market, non-it companies will still be afraid of FOSS and MS lobbyists will still do their part on locking down IT departments in public sectors. (In even some of the most "socialist" countries Windows is still used on 99% of desktop PCs in public (school, administration) services, where no special software is needed.
Cloud computing, Web 3.0, "web-bases OSes (!)" and whatnot buzzwords won't change that.
What we could hope for is that the Recession will create focus on cost linked to software licenses, and more focus on saving old hardware. (With software needing updating.)
The greatest thing that could happen is that MS invented some 100% waterproof way of securing Windows against piracy (of Windows itself). Ofcourse, *if* that would happen, they'd just drop the prices substansually in 3rd world contries to regain the lost marked share. (Just look at the netbook rebate. They had to loose half the market shares before slashing prices)
Remember "grid computing"? Remember "application service providers"? Remember how that was supposed to change everything? Right.
The current appeal of "cloud computing" is that some companies are willing to give it away to get market share. That won't last. Google is cutting back on their freebies. The day is probably coming when "Google Apps" won't be free. Gmail is already a paid service for businesses. Google runs those services mostly to cost Microsoft money.
As a business, "cloud computing" looks a lot like shared web hosting. The price competition is fierce and the service levels aren't very good.
A few niche applications have been outsourced well, like "Salesforce.com". In fact, that's the leading commercial outsourced application. But Salesforce doesn't compete with Microsoft.
None of this looks like a real threat to Microsoft.
None of these scenarios represent the future for Microsoft. A much well thought out future was done by the now defunct Business 2.0 on Google http://money.cnn.com/magazines/business2/business2_archive/2006/01/01/8368125/index.htm
1. Desktop Operating Systems: Granted, Microsoft's cash cow of Desktop operating systems better evolve. I don't agree with the statement on Office 12 which is much better than previous versions. The same can't be said of Windows Vista or Windows 7. They better start working on IE 9 which should be open source and standards compatible for starters. The future of desktop OS is the browser and technologies like gears, silverlight and AIR.
2. Server OS: Microsoft will probably retain the 50-50 ratio on the server side and Server 2008 is excellent with AD. However, it may have to think long and hard about Hyper-V because virtualization is going to be the future on the server OS side.
2. Gaming: With the XBOX division, they will be making their $$ of Xbox live and not by selling the console. Xbox live is very stable and provides an excellent online gaming experience. Sony's victory of Blue Ray won't be longer because for movies and all, its going to turn to a streaming model. So MS better start putting TB drives in there or make them generic for the users to swap them out.
3. Application Dev: Eclipse is a good alterative but MS Visual Studio is one of the best IDE's out there. It is not going to die anytime soon.
4. R&D: Microsoft's labs may not match Google currently but they are coming out with some cool stuff. Photosynth comes to mind. With their "surface" technology evolving it will be interesting.http://livelabs.com/projects/
It's still got 10 to 15 years of lingering life in it before it falls.
now we need to go OSS in diesel cars
The Conquistador's do run tight.
I tried reading the article, but the crystal ball spent half the time trying to guess what the next great thing would be (cloud computing...) and then how Microsoft would fit into it.
The article accuses Microsoft of going in too many different directions at once, but when there are so many possible outcomes, how can they not. Microsoft can't affort to miss out on the next big thing, whatever it may be, so they play in every market.
Microsoft was already late to the internet (Netscape), virtualization (VMWare), Business Apps (SAP), internet search (lots of companies), and then improved search + ads (Google), Virtual Meetings (WebEx), next gen programming (Java/Eclipse), media players (IPod), video game systems (PlayStation/Nintendo), phones (IPhone)... and they can't afford to miss the next big thing. Sure, in some of these industries they were in the market, but maybe their product was inferior and it didn't take off (Zune, early revs of Windows Mobile).
So they must maintain a market presence in business apps, touch computing, mobile computing, cloud computing, game systems, video streaming, health care... just in case that is the next big thing.
What most Microsoft bashing tends to miss is that being in the market isn't enough.
Sometimes first to market is enough (Playstation 2 vs Xbox). Othertimes it is tie-ins with 3rd parties (IPod with the ITunes library). Sometimes it is price driven (Linux) and sometimes the quality of the product matters most (IPhone). I never see anyone do a full review Microsoft except as a list of bullet points for the markets that they play in.
But "slow" is *really* slow. Like... Give them 20 more years, and they may have "declined" to the size that IBM is now.
Most of these scenarios take the "cloud" for granted. Since the death of mainframes, businesses have been reluctant to adopt hosted apps, even when they are hosted in the company's own datacenters. The number of highly successful cloud app deployments for business will be countable on one hand. A single major outage will derail the cloud computing train for another 10 years or so and history will repeat itself for the 5th (6th?) time... Any scenario that predicts Microsoft's downfall based on the failure to adapt to cloud computing is flawed. #1 & #5. Same with the scenarios that predict Microsoft success based on the cloud. #3 & #4...
In the sort term, I see Microsoft having a huge hit on their hands with Windows 7. CIOs everywhere will pat themselves on the back for saving so much money by skipping a generation, and the software itself will be improved thanks to the massive open beta that was Vista. The new version of Office (running locally) will also be a hit. Internet Explorer will continue to lose marketshare, but Silverlight adoption will increase. That covers the next 4 years. Anybody who claims to have a credible idea of what's going to happen after that is simply guessing.
You mean I've only got 12 months to live? 2010 is the real year of the linux desktop as predicted by the Mayan calendar!
IranAir Flight 655 never forget!
You are 100% correct, if you completely ignore corporate America using Windows.
Lets take a large corporation as an example and look at the costs you ignored:
Dozens of in house Windows apps, which would either need to be re-written or at least fully tested again in an emulation environment.
Training for the end users for a new OS.
Training for the end users for a new Office suite.
Training for the end users for any critical applications.
A new desktop management software roll-out for IT.
Any server changes for IT.
Training for IT in the new OS/Suite/Apps/Management software/servers.
Time to convert from the old systems to the new ones.
and a few dozen problems that will spring up during the transition.
Now, after the millions spent on the above, you can wait a few years for the ROI in your new MS free environment.
I have to admit, the "Gates was Right" scenario gave me the most giggles. I mean, honestly, an integrated OS into Office that can run on any platform? Let's not get ahead of ourselves here. I'll believe they can pull this off only after they can provide a stable OS that runs right out of the box without multiple service packs stretched out over several years. That, and Microsoft's reliance on having to come up with new versions of their OS to impose their vision on the consumer rather than listen to what they need (and right what what we need is a streamlined, light, fast and unbloated OS)
It'll be really slow almost no matter what happens. Even if Windows and Office bombed tomorrow(by "bombed" we'll assume ourselves to mean "no sane individual would ever start a new deployment, legacy deployments are looking to migrate when they can") they would have years of legacy volume licence revenue to work with. Further, they would most likely spin out and sell a system(either VM based or like WINE; but with the benefit of the actual win32 stuff) for running win32 applications on whatever platform(s) became dominant.
.net runtimes for various platforms would probably be a tidy little business all on its own. Their gaming division is also pretty decent(when it isn't throwing money at hardware).
That is not even mentioning the stuff they make that people actually like. Visual Studio +
MS is at considerable risk of losing its status as de facto standard, and of suffering significant erosion of its margins, and I hope both things happen; but the notion that it will actually die is implausible at best. Companies with far weaker products have held on for ages on legacy deployments alone.
Although not for all the reasons they listed under that scenario. I was there when the pronouncements of the paperless office doomed every word processor to the scrap heap of history, only to see the amount of paper actually expand. But now offices really are using less paper and I believe the need for heavy duty word processing, particularly one for every workstation, will...no, is diminishing. That chops at one of Microsoft's major profit centers and, even if you disagree about the future of paper, it's still a declining industry segment any way you shred it. The need is diminishing, the alternatives are getting better and more abundant.
The internet appliance trend will continue to eat away at OS market share. On less expensive hardware the cost of Windows becomes a larger percentage of the cost of a new machine. Unless the user has a need that justifies the cost, if users have a choice they will, at least some of the time, choose the alternative. The desktop market isn't growing as fast as the appliance market and more functional and more powerful appliance devices, like Netbooks (oh, no, we're gonna get sued!) are going to continue undermining the sales of higher end laptops and at least a few desktop sales. Mobile devices, smart phones all take their razor nick of blood out of the beast.
I don't see MS disappearing for a long time but I do see them diminishing over time. And I also believe there will be an "Enron" moment when it becomes apparent that earnings have been sliding for a long time.
That's our life, the big wheel of shit. - The Fat Man, Blue Tango Salvage
Microsoft has some good and bad things going for them.
Good stuff includes a large bank account, established market share, some measure of trust in some organizations (yes, heavily qualified but true), some interesting technology on the horizon.
The things going against them are formidable though:
1) They are the market leader; or rather, they hold the lion's share of the market. The market leader traditionally bears the brunt of costs to develop new technology. This is not just coding costs, but intangibles like pushing standards that have significant up-front costs and barriers to acceptance. With the heterogenous mobile computing environment, their previous strategy of closed "standards" no longer work.
2) Their traditional cash cows (OS, Office) are becoming commodities. Everyone and their little sister seems to be putting out OSes with enough functionality to be "good enough". Microsoft now has to fight for the niche markets. This is more expensive than appealing to the masses. In contrast, startups can target the niche easily. For MS, it could be death by a thousand cuts as they bleed money going after tiny markets. (Sound eerily like the Republican Party???)
3) Barrier to entry for new markets is getting very expensive. Google has built an infrastructure on search and Internet connectivity. To enter this market is difficult. In fact, many people think that Google is purposely developing throw-away technology knowing that Microsoft is going to jump/react and try to match it.
4) Vista sucks. Their next revision may be a lot better, but Vista missed a critical salvo. Windows is not going to die anytime soon, but the problems with Vista has tarnished an already battered image.
5) Competition is much fiercer.
The five scenarios were written right around the time Gates retired; TFA is a short six-month update ...
One of the things that none of the scenarios discuss is the economic meltdown expected in 2009. Microsoft, with its multiple revenue streams and strong international business, may be better equipped to handle this than a lot of its competitors (e.g. Google is still almost completely dependent on advertising). It's also a great opportunity to refocus the business and turn costs. On the other hand responses like the rumored across-the-board 10% cut would further slow Microsoft's product delivery, and wouldn't do anything to improve the quality of the offerings. We shall see ...
I've always felt Microsoft is likely doomed to follow Wang Labs decline from huge success to irrelevancy. The only real question is the timeline.
Wang, like Microsoft, dominated for a long time with proprietary OS and software, generating gobs of money and being a huge company. Then one day it seemed like the world just walked by them and they stopped selling new stuff and just sort of faded away.
Microsoft's decline will could be more complex, largely due to the Xbox and Windows Mobile markets with their own cycles, but Microsoft seems stuck in their tell-the-market-what-it-wants mindset instead of adapting to changes.
You can switch the engine off and it will continue to move forwards for a long, long time, simply due to its mass and momentum. The same is true for MS. They have a lot of long term contracts with companies that cannot simply cancel them. Companies in turn have long term plans that include licensing plans for MS products.
The IBM case and how big blue "lost touch" with its customers around the early 80s, when they missed the rise of the PC and how mainframes lost their importance, does not really apply either. There is no "PC" that MS would have missed. And the times are quite different. Computers are today in every home (ok, not every, but close). And for the average person, computer means MS operating system. Yes, that was similar with IBM and computers back in the 70s. But when you bought one for your home, you had no option to get a mainframe (unless you were some super rich geek). So you had to get "something else", which was a PC with a MS OS. Today, people get a "computer for their home", so they don't look around for an alternative.
Yes, one of the things MS benefits from is the lazyness of people. And that's why this oil tanker is going to go forwards for a long, long time to come. They'd really have to do something insanely stupid or piss off their users in some really insane way to change this, because nothing could come from the outside that could change that. People are too used to MS systems and they will continue using them because they're used to them. Why learn new tricks when the old ones were already hard to grasp? Unless users are really, really pissed and fed up so they start looking for alternatives, this won't change.
We used to have a Bill of Rights. Now, with the rights gone, all we have left is the bill.
Yet this same company has produced a great server operating system (Windows Server 2008) and sharing server (SharePoint 2007)
SharePoint? A great sharing server?
SharePoint is like someone at Microsoft heard of a Wiki as explained by a Martian, and hired some people from Lotus to implement it. It's inflexible to set up and configure, only works right on Internet Explorer, and is insufferably clumsy to use. It could only be described as "great" by someone who has never touched any software unblessed by Redmond.
the year is 2025, Microsoft and Apple went bust, filed chapter 11, then MS & Apple merged in to one company, OSWinXV is the OS and can only be installed on WinApple Hardware, and the bundle literally costs a bundle (about the price of a new luxury car) while all the rest of the world runs 95% Linux & BSD (mostly Linux) and a sprinkling of OpenSolaris, only the uber rich buy the MS/Apple with OSWinXV, (roman humerals for 15) and it does not do much other than surf the internet & email, and solitare, while all the real work and productivity is on the *Nixes...
Politics is Treachery, Religion is Brainwashing