On 5/18/13 10:04 AM, Owen Densmore wrote:
Microsoft has false dominance and its slipping fast.
Although Amazon is on top of the infrastructure as a service market,
Microsoft is much better positioned to control the software as a service
world. This is because they control the most common platform, and it
has expanded scope compared to their competitors (desktop, enterprise,
gaming, tablet, phone). I think they'll grow their infrastructure as a
service as the software too as a Office 365 becomes more common. Azure
is supposedly 20% of that market already.
Microsoft understands how CIO type people think (or fail to), and this
is reflected in their strong sales of their server products. They know,
for example, that almost any organization is at least as concerned about
controlling their people as they are facilitating work.
Microsoft seems to have the kinks out of app virtualization. If you've
done a streaming install of Office 2013 you can see that browser-based
apps are not the only way. If people will pay $5 for a Latte, they'll
pay for software subscriptions too. Sooner or later.
All-in-all, Microsoft's platform and apps are not perfect -- about like
Apple. If they can leverage what they have into the tablet and mobile
markets, they'll probably stay competitive.
Marcus
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