4 ms·
"Microsoft is the productivity and platform company for a mobile-first and cloud-first world" Does anyone within Microsoft actually believe this? Do they reco
by smoyer 12y ago
"Microsoft is the productivity and platform company for a mobile-first and cloud-first world"
Does anyone within Microsoft actually believe this? Do they recognize it as wishful thinking? Or perhaps they use it for motivation?
Disclaimer: I have a block of MSFT stock, but while I think the company stands a chance of turning around and that it could even grow, it has a lot of work to get to the point where I could say that with a straight face.
- darkerside 12y agoEach half of the statement makes sense on its own. Translation: We invented Office and windows. Since then, the world has become focused on mobile and cloud computing.
- smoyer 12y agoThen I would say "Microsoft is the productivity and platform company in a mobile-first and cloud-first world" or even better "Microsoft is the productivity and platform company but now it's a mobile-first and cloud-first world". I think they're going to lead the desktop for a while longer. I like the second statement because it recognizes their strengths and weaknesses in one sentence and gives direction. Here's where I stand: - Windows: Bullish [1] - Office: Neutral [2] - XBox (gaming): Bullish - Azure: Bullish (surprisingly [3]) - Phones: Bearish - Tablets: Bearish - Everything else: Meh [1] With the recognition that while Windows dominates desktop operating systems, the number of desktops sold is being eroded by tablets and phones. Enterprises will continue to use and upgrade Windows. [2] Still the de facto standard in the enterprise. [3] I initially predicted that Azure would fail, but I've been impressed that they're willing to embrace ALL users (for some value of all) with platforms, frameworks and languages that aren't proprietary Microsoft.