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Microsoft Earnings: 3 Things To Watch
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MDMConsult14
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MDMConsult14,
User Rank: Moderator
7/25/2014 | 8:36:50 AM
Re: Expand the desktop/laptop franchise with compatible devices
Yes, leveraging mobile and big data to cloud is another area of Microsoft's strategy for growth. These expectations will see further improvements and it will revamp areas like Hadoop and analytics. The company is strong in cloud growth.
Brian.Dean
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Brian.Dean,
User Rank: Ninja
7/22/2014 | 7:02:36 PM
Re: Expand the desktop/laptop franchise with compatible devices
Microsoft could gain a share of the productive mobile market, if it invested in R&D and delivered a new kind of user input interface. This would be the equivalent of Apple's first line of touchscreen smartphones. Cameras have increased in resolutions and the Cloud enable massive amounts of computational power, maybe Microsoft would develop an analysis engine to detect keystrokes without a keyboard.
Brian.Dean
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Brian.Dean,
User Rank: Ninja
7/22/2014 | 6:49:43 PM
Re: RIP MICROSOFT
Agreed, at some point consumers are going to try to consolidate devices. It is already happening as the line between tablets and phones is becoming blurry, and consumers in emerging markets attempt to save capital by owning a single device that delivers multiple functionalities.

Productivity is a big concern, the device that offers a high level of productivity will maintain a stronghold in the market.
tzubair
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tzubair,
User Rank: Ninja
7/22/2014 | 5:18:51 PM
Re: RIP MICROSOFT
"Anyhow, especially with IBM and Apple are teaming up, I'm not sure it's so outlandish to imagine accessing sensitive databases on Apple devices. Android might be a different story."

@Michael: I think that may just be a psychological phenomena. I don't see how Apple's hardware or software is any less secure than Windows. Yes Apple-based servers are unheard of, but I don't sense any potential security issues.
tzubair
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tzubair,
User Rank: Ninja
7/22/2014 | 4:17:50 PM
Re: Expand the desktop/laptop franchise with compatible devices
"It's best prospect is to make a phone that's compatible with and useful with Office software; that is, expand the existing franchise. That will be a lesser market than mainstream consumer smart phone and tablet market, but it's one that it can master.  "

@Charlie: I think Microsoft has tried doing that but it has never seemed to work. Perhaps now when they also control the mobile platform through their own OS and the hardware too, they can fuse the Office applications and integrrate with the desktop. I'm not quite optimistic about it but this seems like a chance now.
Henrisha
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Henrisha,
User Rank: Strategist
7/22/2014 | 2:07:11 PM
Re: RIP MICROSOFT
I think Microsoft is still relevant especially when it comes to computer software. Also, what they're doing with the Surface tab is something to watch out for, so I would not count them out just yet.
Charlie Babcock
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Charlie Babcock,
User Rank: Author
7/22/2014 | 1:45:44 PM
Expand the desktop/laptop franchise with compatible devices
The gap in computing devices lies between those p;rimarily used for office work and those used as mobile, personal computing devices. Microsoft still has a lock on the office market and will for the next decade but it's lacked insight into the personal consumer device market. It's best prospect is to make a phone that's compatible with and useful with Office software; that is, expand the existing franchise. That will be a lesser market than mainstream consumer smart phone and tablet market, but it's one that it can master.  
Michael Endler
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Michael Endler,
User Rank: Author
7/22/2014 | 12:45:45 PM
Re: RIP MICROSOFT
Thanks for the thoughts, @anon.


You're right that it's somewhat misleading to lump smartphones, tablets and computers into a single "computing device" bucket, since, as you indicate, you can't use an iPhone and a Windows PC in the same ways. That said, in terms of ecosystem buy-in, there is some validity to the "overall computing" thinking, particularly as it applies to users in emerging markets. Also, I wouldn't blame the media for inventing the "overal computing" concept-- Microsoft was the one floating the 14% figure, and before that, it was the research analysts who were popularizing it. You can certainly quibble with the media's interpretation, however, including, say, over-emphasizing the extent to which Microsoft competes with Google, and under-appreciating the extent to which Microsoft competes with IBM or Oracle.


As for Windows and better enterprise management-- that's still true in broad terms, but I think it's becoming less true all the time. Windows isn't going to get driven out of the enterprise (far from it), but the range of workflows for which Windows is ulitized could be disrupted. Anyhow, especially with IBM and Apple are teaming up, I'm not sure it's so outlandish to imagine accessing sensitive databases on Apple devices. Android might be a different story.
anon4770296517
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anon4770296517,
User Rank: Apprentice
7/22/2014 | 11:37:48 AM
Re: RIP MICROSOFT
As Moore's Law continues to apply, it's not so clear what will happen with the PC market.  All the news media assumes that a "computing device" is the same market, that is, that cell phones are the same market as tablets which are the same market as PC's.  And nowadays, what exactly is a PC?  Is it a desktop system, is it a laptop, is it a hybrid tablet with a keyboard?  So the news media places Microsoft as a competitor with Google.  But they are also a compteitor with Oracle, which is software. They are also a competitor with Linux and Android.  But Linux has been freely available for several years as a free O/S you can put on your laptop, but sales of Chromebooks are minimal compared with Windows laptops and hybrid tablets.  Dell tried to sell a linux laptop for awhile.  As an MCSE, it is MUCH easier to control Windows clients and secure them in an Active Directory environment (think Fortune 500 businesses for those of you who don't have a clue what Active Directory is).  It is unlikely that Fortune 500 are going to let you access their highly secure company databases (like the H.R. system, the Accounting system, the I.P. databases), with an Apple/Android cell phone.  If they did they'd put their crown jewels at risk and triple the IT resources needed to support the required security.  

In reality, most eveyone in business will continue to have a cell phone and Windows business laptop/hybrid.  Cell phones now are getting to be so large it's hard to attach it to your hip, but if you have one then you don't need a separate tablet.  If you're like me you'll have a cell, a tablet or two or three, and a laptop, maybe a desktop too.
JohnD985
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JohnD985,
User Rank: Strategist
7/22/2014 | 10:10:27 AM
RIP MICROSOFT
Microsoft has ceased to be relevant.

Requiescat in Pace.


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