Shawn Miller
1
COW Coin
Forum Replies Created
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“It could actually be a very bad sign if Server & Tools gets a larger share of MSFT’s income if it is because overall income fell with a decline in their best-earning divisions, Business (which includes Office, Exchange, & SharePoint after all) and Windows.”
I’m not sure I implied that… I’m just suggesting that it will be interesting to see how Microsoft’s online, business and server/tools divisions fair in the face of this mobility revolution. But I think my main point stands… MS cares less about your device, and more about how you create and share data on that device. Further, I don’t think the iPad/iPhone are the end of the desktop, at least not in the enterprise.
“Rumors of Office for iPad have been floating around, and I think it would be very wise for Microsoft to embrace other client platforms for Office, as that is now its most significant single division in terms of revenue and profits.”
Microsoft has always developed Office for Mac, why would iPad/iPhone be any different?
Shawn
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“No he means that without the current revenues streams in the low three figures from the word processing, spreadsheet end, and the low three figures revenue from the OS end, Microsoft is going to be gutted. That’s my point.”
No, I got that. I just don’t share your opinion, profits may be down this quarter and iPhones may indeed be slightly cutting into Windows’ marketshare. But, iDevices aren’t the end of Microsoft anymore than desktop computing was the end of IBM.
“You could argue that all MS are now is a creaky historical business OS, an over complex word processor and a spreadsheet.”
You could… but man, would that make you look ignorant to anyone that remotely understands the reach and scale of the company. 🙂
Shawn
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“You sure about that? Microsoft makes 74% of their profits from Office (Business Dvision) and Windows and only 20% from Servers.”
Yes, I think you may be bolstering my point a bit. Sure, bring your iPhone to work… but connect to Outlook/Exchange to get your mail and do all your team collaboration on SharePoint. Office isn’t just a suite of products, it’s a platform for applications and services which (surprise) integrates with the Windows platform… but isn’t dependent on it. It will be interesting to see in the coming years how much of Microsoft’s profits shift between its Server &Tool, Business and Online Services Businesses… which are all up from last year BTW. In short, I don’t believe Microsoft or Windows is in any real trouble… not from Apple anyway. Google on the other hand…
Shawn
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“think we’re watching Microsoft being eaten alive – slowly – but eaten alive. ”
Not exactly, Microsoft’s real strength is on the backend. Sure, they can deploy 20,000 desktops in your company, but that’s just the tip of the spear… MOM, Sharpoint, Lync, Azure and a whole host of technologies, platforms and services you probably never heard of are what pays the bills. MS, probably does’nt care much if you bring your iDevice into the office… I think they’re much more concerned with all the data, security and services needed to support those devices. Either way, Microsoft wins.
Shawn
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“So are we going to try to match it or does it simply not matter?”
Do what you’ve been doing for every other computer diplay capable of resolutions higher than 1080p.
Shawn
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“Survey: For enterprise workers, iPhone beats BlackBerry
https://gigaom.com/apple/survey-for-enterprise-workers-iphone-beats-blackber...”This study is mostly made up of respondents from North America. Blackberry still enjoys a large following in Asia.
“The survey was conducted between September 27 and October 26, 2011, and represented employees across
multiple age groups and geographies. 49 percent of respondents were from North America, 32 percent from
Europe, and 12 percent from the Asia/Pacific region.”Shawn
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“That the company is recovering doesn’t mean that their growth in enterprise matches Apple.”
You’re right, it doesn’t. But Apple’s growth in enterprise users doesn’t mean it will catch up to Blackberry either.
It’s possible you may also be overlooking the fact that Windows tablets are also popular in the enterprise.
(Same company as cited earlier, but from an Asia perspective)
https://www.enterpriseinnovation.net/content/debunking-6-myths-it-consumerization?page=0%2C0“In Singapore and globally, the Android phone (50% of Singapore respondents cite Android as No. 1) is the single most popular device inhabiting the workplace today. In Australia, the Apple laptop (30%) and Windows tablet (30%) prove equally popular amongst local employees.”
Shawn
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“Given iPad sales vs other tablets, I don’t think Android would come close.”
Possibly, but I think this is a long way from your original statement “…the iPad has become the “Day Runner” of choice for business people.” For most business folks, the smartphone is the dayrunner. And it is clear that Blackberry is used far more often for this purpose than anything from Apple.
Shawn
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“I think RIM (BlackBerry) would strongly disagree with you for one.”
Blackberry is still more popular in the enterprise space than Apple. In fact, Research in Motion is growing again after some very painful cuts last year.
Shawn
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“One can say the iPad has become the “Day Runner” of choice for business people.”
Sorry Craig, I think you may be overstating this.
https://www.avanade.com/Documents/Resources/consumerization-of-it-executive-summary.pdf
“Across media and industry discussions, iPhones and iPads have become synonymous with the trend of consumerization of IT. Research shows Apple is a factor in the consumerization of IT, but it is far from alone in driving the trend. In fact, the most popular consumer device that employees are bringing into the enterprise is not an Apple product.”
Shawn