Tag Archive for 'Microsoft'

Office by subscription? What?

A guest post from the Unreasonablemen.net

News out today that Microsoft is going to offer to sell some versions of its desktop software on a subscription basis. This will be done in typical MS fashion under a cool product name “Equipt”. Confusingly some are calling this part of their S+S play but it seems that the software is locally installed so its not really “SaaS” - just the update feature…

My initial reaction? Cringe… I mean clearly this isn’t SaaS. The cynic in me leapt to the conclusion that this was a lame attempt to combat SaaS with a subscription model.

But then in an IM chat with Ben I had an epiphany;

What if this is a test case? What if MS is attempting to see if the success of SaaS is in its technical innovation - the software itself and how it’s delivered - or just in its commercial approach - subscription pricing.

Even if MS didn’t plan it that way perhaps we, the public could view it that way? Interesting piece of research in its own right?

Your thoughts as always are welcome.

When you’re big, it’s easy for people to throw rocks at you…

This post is going to come across as something as the missive of a corporate apologist. I’m not a corporate apologist, just have this naive idea that goes something like “but can’t we just all get along”.

Anyway - I see that Microsoft has begun releasing a heap of technical documents that has the aim of achieving better interoperability and eventually data-portability. Read Write Web takes the position (and it’s understandable given the history)of asking;

Is this what data portability looks like? Or are these steps just being taken to fend off legal challenges concerning unfair monopolistic practices? Does that matter, really, if the effect is the same?

I’ve got to say that the last sentence is the most important. Sure Microsoft have employed some less-than-savoury business practices in the past, but they shouldn’t be judged today by actions of the past (in much the same way that I have many German friends - despite what my family went through 60 years ago). I’d like to think that in the modern age, the MS move is a good first step, and one which should be applauded.

And I’m sure there’s a bunch of opensource folks just waiting to disagree with me…

Can Google go Enterprise?

A guest post from the unreasonablemen.net

There’s a growing opinion that the answer to that is no. Om Malik got stuck into Gmail last week.

How is one supposed to run a business on such an unreliable platform? The integration of Google’s services remains a distant dream, reminding us of the limitation of its competence beyond search and advertising.

Today Phil Wainewright posted about Sergey Solyanik, [a?] development manager at Google who has gone back to Microsoft because “he values reliability far, far more than coolness”.

Sergey’s point according to Phil is that Google’s emphasis

[is] on building Web properties that are popular, but which primarily help people waste time online

It’s interesting how we pidgin hole companies. Google is a technology company for sure, but they are a technology company that does online advertising really well. Is it reasonable for us to expect them to be able to deliver on-demand business grade services?

I rather suspect that for Google to deliver other (any?) applications is a stretch because of the same barriers that all entrenched, incumbents face. Culture, resources, big revenue levers getting attention etc., etc.

The evidence seems to be growing that Google is lacking something when it comes to building business grade, on demand services.

The battle royal will be mobile.

A guest  post from the Unreasonablemen.net

The announcement yesterday about Nokia’s acquisition of the rest of Symbian clearly draws the battle lines for a new age of competition. To me this strengthens my view about Google’s Android play.

For those who suffer from Nick Carr’s internet driven attention disorder, I basically said that Android is Goggle’s play to stay relevant in an increasingly mobile world. Currently Google can’t serve up Adwords to (my) mobile browser and given the growth in sales and increasing power of PDAs and micro computers this will be a big problem for them.

There has been a bunch written about Nokia’s acquisition but here are the titbits that I’ve used to support my theory and the title for this post.

Firstly let’s just talk about scale. I mention it briefly in the Android post, and for more on scale (different industry), I go into more detail here. Richard McManus of R/WW has a great graph showing market share of handset OS players. Check it out. Android is nowhere, Apple is a minnow, Microsoft and RIM are clear challengers. But look at the Symbian share! They are already the dominant player. They get all those scale benefits. They do have their challenges to address though.

Nat at Radar O’Reilly has picked up on the fact that both Android and Symbian have chosen to license the OS in a way that is both open source and allows them to build future monetisation revenues based on proprietary technology.

Proprietary competitive hardware and software can be put into any Android or Nokia phone at the appropriate level of the stack.

This is proprietary component critical for both. I’d be guessing as to what they’ll do, but I can tell you why. Both Nokia and Google need replacement revenue streams to start coming to fruition.

The ‘open’ component is also critical. At this time, the only thing Symbian appears to be lacking is a good developer community. As Microsoft has proven again and again, you need developers to really make a platform stick. Nokia urgently needs to get everyone developing on its platform. Hell - replicate the Apple play if you have too, just do it.

In his analysis of this move Om Malik looks at the disruption that is going on in the handset world. It’s a good analysis, but a little narrow for my liking, there is more than one industry involved here. The gem from it that is the part that I think is highly relevant to my platform theory.

[discussing handset makers] “The PC industry went through a similar gut-wrenching change …. The biggest prize went, unsurprisingly, to platform owner Microsoft — which didn’t merely sell an OS, but relentlessly wooed developers to write applications for its platform to make it more useful.”

In the battle to be the most relevant mobile platform, the vendors could do a lot worse than learn from Microsoft’s successes and failures.

We are heading toward a mobile future. Handsets are cheaper, do more and are more functional. More people have them! The mobile data networks of today are able to support our growing data requirements and speed demands. Many nations who bypassed computers and even PSTN telephony are embracing mobile technology, which means a bigger market pool available to the winner. This is also directly threatening to some really big companies futures - Google, Microsoft, Apple for instance. Make no mistake, whoever wins this battle will win big. For that reason there will be a massive scrap afoot in this space.

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