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As brigas facebook vs google e microsoft vs google passaram para outro nível!

Apple is now more profitable than Microsoft.

The Borg earned $5.23 billion in the last three months, nearly $800 million less than Apple’s quarterly haul of $6 billion, the Redmond, Washington software giant announced Thursday.

Microsoft reported a solid quarter, with a 31 percent increase in profit. But in an over-bought market, investors pushed the stock down nearly two percent in after-hours trading.

Uma história foda sobre a miopia da Microsoft contada por Kyle Baxter. Como se sabe, desde o final da década de 90 a Microsoft já pensava em tablets, mas as pessoas mais altas na hierarquia da empresa – e da idiotice – sempre vetavam qualquer coisa nesse sentido. Abaixo, um relato mais recente sobre a apresentação para o Steve Ballmer sobre o Courier, um projeto de tablet apresentado internamente em 2009.

So when Robbie Bach, who led the company’s entertainment and devices division at the time, presented his idea to CEO Steve Ballmer and Microsoft’s senior leadership, he expected enthusiasm and additional funding for the project. There was just one problem: The Courier prototype borrowed from Windows, Microsoft’s vaunted computer operating systems, but had an operating system all its own. (That’s what Apple did with its iPhone and iPad — it built a new operating platform based on its existing Mac OS X.)

Bach learned a hard lesson about the power and might of Windows within Microsoft. Not only would Bach not receive the extra funding he sought, said Ballmer, who personally delivered the blow, but there would be no Courier because it was unnecessary. The best of Courier, where appropriate, would be folded into the next version of Windows, Windows 8, due at the end of 2011 or in 2012 — or maybe even Windows 9. Several months after its death, Bach announced his retirement.

Perdoai, Senhor, essas pobres almas!!

The problem is very simple: they are so beholden to Windows that anything that might threaten it—whether it comes from outside the company or inside—has to be eliminated. Effectively, Microsoft is protecting Windows at the expense of the company’s long-term success. That’s not only a mistake. It’s absolute idiocy.

Their tablet strategy is a perfect example of this. Microsoft thinks tablets should use the same operating system as PCs, with a user interface “optimized” for touch. Tablets, then, aren’t completely new devices, distinct from PCs, which would require a new use paradigm and thus a completely different user interface; instead, they are just a different form factor for using the same PC operating system we’ve been using, with the same basic use concept and user interface, just with a nice touch layer overlaid.

Why would Microsoft want tablets to be merely derivative of PCs? That’s easy: because it means what they’re currently doing, licensing a PC operating system and selling software for PCs can continue unchanged.

Microsoft’s management isn’t thinking about where computing is moving, how they can improve people’s lives and how they can capitalize on it. They’re thinking about how they can preserve their current business. And that’s a fantastic path toward irrelevancy.

Se você gostou, recomendo este fodástico post do Kyle sobre a estratégia de Mr. Jobs.

Acho que já temos um vencedor:

According to SAI’s Matt Rosoff, citing IDC estimates, the global PC market is about 100 million units a quarter.

That means that, in its third quarter of existence, Apple’s iPads already have ~7% of the global PC market.

Now let’s fast forward a few years.

At this rate, in a few years, iPads will account for, say 25%, of the global PC market–especially after Apple works the price down to $199 and every middle-class household has a couple of them just lying around. And Android-based tablets will probably account for another huge chunk of the market.

With that much of the global personal computing market running on something other than Windows, the rest of Microsoft’s monopoly control of the desktop and desktop apps will collapse. Windows will become just another platform.

Via Business Insider

A melhor análise sobre a CES 2011:

This year’s show, Dediu argues, marks the end of the PC-era: it’s finally being disrupted. The basic concept of disruption is that a low-end offering (in this case, tablets) emerges to displace existing solution (PCs). The reason this takes place is that the current solution has improved to such an extent that it provides more performance than a majority of users able to usefully employ.

This means that the iPad and its many clones were not really the main story of the show. The main story — which almost nobody covered — was that this year’s CES marks the beginning of the end for Microsoft and Intel.

This transition has been a long time coming in the PC industry. Ironically enough, both of these two big players have seen the writing on the wall for almost a decade. But as is so often the case, incumbents find it immensely hard to disrupt themselves.

Both Microsoft and Intel have suffered from the same problem that most successful companies face when dealing with disruption. They cannot find a way to profitably invest in low-end offerings. Think about it from Microsoft’s point of view: now that Windows 7 has been developed, to sell another copy, they don’t have to do a single thing. Because of this, it becomes very hard for any executive to advocate the complete development of a low cost OS that will run on tablets: not only would it cost Microsoft a lot to develop, but it would result in cannibalization of its core product sales. Intel has the exact same issue. Why focus on Atom, or an even lower-end chip, when there is so much more margin to be made by focusing on its multi-core desktop processors?

This would be fine — except for the coming extinction of the PC.

The wheels are just starting to fall off. At CES, for the first time, almost all of Microsoft’s OEM partners abandoned Microsoft exclusivity; and Microsoft’s next-generation operating system has abandoned Intel exclusively for the first time. There’s no reason to believe that either of the two companies are going to be able to turn this around. On one hand, ARM processors are perfect for powering these handheld devices. Manufacturers can customize to their heart’s content. And Android is on track to dominate the operating system space (though maybe not profitably). Both ARM and Android — Armdroid — are providing everything that tablet manufacturers need, and doing it more effectively and at a lower cost than Microsoft and Intel are able to.

Via Harvard Business Review

Apesar da apresentação tediosa, que quase – eu disse quase – matou este brilhante texto.

Looking at the empty spaces reveals where we might look for these companies to grow. There have been grumblings of a Google music store for a while, and it seems entirely possible that Apple’s Tablet will at least in part emphasize its capabilities as a gaming device.

As the companies stretch and grow, some of their endeavors will prove more successful than others, but until then this chart is an interesting reminder of how vast their reaches already are

Via

Apple’s iPhone business, which didn’t exist three years ago, now represents a whopping 40% of the company’s revenue, and has been the company’s biggest revenue generator for three quarters in a row… Because of high profit margins on the iPhone, it’s likely Apple’s biggest profit contributor, too.

Even with a highly lucrative search business, Google is not getting the most revenue per employee in the tech world.

This analysis, from George Morris at 37Signals, shows that Craigslist — with its tiny staff — is getting three times as much revenue per employee as Google. Obviously, Craiglist is a unique situation, and it doesn’t scale infinitely, but it’s still very impressive.

O mais bizarro dos gráficos:

Last night Microsoft revealed that its Online Services Division lost $711 million in the first three months of this year. That’s a jaw-dropping $2.8 billion loss annual run rate. This chart shows quarterly loses since 2005, the last time Microsoft’s online operations made money. If you travel further back, Microsoft’s losses become even more staggering. Since 1998, Microsoft’s online division has lost over $10 billion.

Is there any company that’s lost as much money on the Internet as Microsoft? We’re hard pressed to think of one.

E este último gráfico é deveras esclarecedor sobre o predomínio das redes sociais frente ao e-mail:

Idéia foda pra caralho!

Para ensinar todas as funcionalidades do Office, os malucos usaram mecanismos de jogos e integração com o facebook. Foda demais!

Via

As aspas abaixo são de um ex vice-presidente da empresa

Internal competition is common at great companies. It can be wisely encouraged to force ideas to compete. The problem comes when the competition becomes uncontrolled and destructive. At Microsoft, it has created a dysfunctional corporate culture in which the big established groups are allowed to prey upon emerging teams, belittle their efforts, compete unfairly against them for resources, and over time hector them out of existence

O excelente Cheap Talk complementa:

Suppose two players are competing for promotion and one is more senior than the other. Then, the senior guy has the incentive to denigrate the work of the junior guy because the only way the junior guy can leapfrog him in the career race is if he has a successful project. So, the senior guy tries to squash the junior guys ideas. But the junior guy has the reverse incentives, to exaggerate the quality of his own work. It turns out that this incentive is easier to deal with than the denigration incentive. This is because exaggeration carries a risk: if your idea is tried out and is a huge failure, your career is in ruins. This reduces your incentive to exaggerate bad ideas. But denigration kills ideas so you never find out if the denigrator was lying. So our conclusion is that well designed self-assessment is better than peer review.

E de quebram ainda lincam um PDF sobre o assunto.