Well, using the words "recession-proof" might be stretching a point,
but apparently the channel has already weathered a downturn in the services
industry.
RCP Editor in Chief Scott Bekker
explains.
Posted by Lee Pender on February 07, 20080 comments
You know the story: Microsoft says that Vista's raking in the dough, and lots
of users still say that they don't like it and won't touch it. That pretty much
sums up Vista's first year.
So, into that fractured atmosphere stumbles (or will stumble, in March, anyway)
Vista
Service Pack 1, the possible savior of -- or possibly irrelevant follow-up
to -- the embattled operating system. Apparently, from a technical perspective,
SP1 is no small deal; there will be some fairly serious changes, including a
revised
kernel. There might also be some sneaky
fixes that Microsoft doesn't bother to document.
But will any of it matter? That's the question. XP has become a favorite
cause for many users, like some sort of save-the-whales or anti-global-warming
movement. The XP worship has almost taken on a life of its own. Can a simple
service pack, large though it may be, really put a dent into that kind of popular
movement?
Add to that the fact that Microsoft is already talking timetables for Vista's
successor, and there's enough smoke to suspect that a fire of companies
skipping Vista is burning somewhere. But let's be real about this. If Microsoft
is talking about releasing Windows 7, the would-be son of Vista, in 2009, we
can probably expect it in 2011.
And Microsoft is going to end-of-life (hey, it sounds better than kill) XP.
That's just what Microsoft does. So, eventually, maybe begrudgingly, companies
that upgrade their computers or their infrastructures are going to switch to
Vista. That fact that an SP1 will soon exist might even help speed up the process
a bit.
Most of us will be running Vista within a year or so just the way we run XP
now. And who knows? Maybe Windows 7 will be so bad that we'll have Vista nostalgia
by the time Microsoft kills Vista. Probably not -- but, hey, you never know.
Does Vista SP1 mean anything to you? Sound off a [email protected].
Posted by Lee Pender on February 07, 20084 comments
3K Computers is a computer manufacturer, not just 3,000 random computers that
suddenly and shockingly got to together to start a VAR program. Anyway, read
more
here.
Posted by Lee Pender on February 07, 20080 comments
You folks in health care might be interested in
this.
Posted by Lee Pender on February 07, 20080 comments
Let's not even pretend that there's going to be a bigger story this week (or
maybe this year). Let's just get right to some links:
Microsoft's earnings per share would -- get this -- break
even for the next couple of years if the Yahoo deal goes through.
Congress would look
into the deal, too, according to one intrepid news source. Oh, really? A
$46 billion deal involving Microsoft might get some attention from Congress?
In other news, Bill Gates has a lot of money. (Sorry, we're still kind of bitter
here about the Super Bowl.)
And here's some other non-Yahoo stuff worth reading but not necessarily expounding
upon:
Linus Torvalds says that Microsoft isn't
likely to launch those Linux patent suits.
And Gartner's top-ranked business intelligence vendor in terms of "ability
to execute?" It's based
in Redmond!
Posted by Lee Pender on February 06, 20080 comments
This
is one of those press releases that tried to make a new technology offering
sound like a dramatic tale of love and deceit set during the Crimean War. If
you can figure it out, let us know what it's about.
Seriously, dig this: "If data is the lifeblood of an organization, the
applications are its heart."
It just sort of goes on from there.
Posted by Lee Pender on February 06, 20080 comments
We love how software vendors
call
their products "robust," as if they're describing a bold wine
with a heady palate. Robust, but not arrogant...
Posted by Lee Pender on February 06, 20080 comments
"I feel the earth move under my feet
I feel the sky tumbling down, tumbling down"
-- from "I Feel the Earth Move" by Carole King
We've had a little bit of both the last few days -- moving earth and tumbling
sky. (And, yes, RCPU apologizes to our more macho readers for quoting an artist
as...uh, sensitive as Carole King two days after the Super Bowl. Hey, we're
feeling introspective.) First, the earth moved on Friday, as Microsoft (finally)
proposed a $44.6
billion buyout of Yahoo. Hey, that much money in that many briefcases hitting
a boardroom table would make anybody's floor shake.
Then, of course, the sky tumbled down -- at least here in New England, where
the local football eleven, the Patriots, will not come home to a celebration
of a perfect season but rather to slate-gray skies and a renewed Bostonian sense
of inferiority toward New York thanks to the Giants' Super Bowl victory. Oh,
well. At least we still have the Red Sox here in Boston, although it feels right
now as though they won the 2007 World Series approximately 437 years ago. Collectively,
we're all a little down around here.
Anyway, given that this is RCPU and not ESPN.com, we'll focus on the moving
earth of Microsoft's bid for Yahoo -- the name of which, as always, we mention
here sans obnoxious exclamation point. Redmond's bid to take on Google (with
which, as you might imagine, Google is none
too pleased) is the one story that has competed with the Super Bowl and
Super Tuesday for newsprint and online eyeballs the last few days.
Fortunately for Microsoft, government regulators on both sides of the globe
seem, for now, uninterested
in blocking the potential deal. As for everybody else's reaction, the takes
have ranged from the ridiculous
to the sublime
to the indifferent,
and pretty much everything
in between.
Casually canvassing the Redmond Media Group cognoscenti, RCP Editor
in Chief Scott Bekker wondered not just whether Microsoft and Yahoo would ever
be able to integrate, but also how much sense it makes for two companies that
are both losing ground to Google to combine with the goal of catching Google.
Can the blind lead the blind? Ed Scannell, industry veteran and editor of Redmond
magazine, RCP's sister magazine geared toward IT types, posited that Microsoft
might need to change its hostile attitude toward open source if it plans to
buy what is essentially an open source company.
Here at RCPU, we're mindful of a couple of things. First of all, the proposed
takeover isn't a done deal. Let's not forget that -- especially given news this
week that Yahoo might
not be so excited about a Redmond takeover after all. Beyond that, let's
not forget to note how staggering Microsoft's offer really is. The company would
likely have to borrow
money for the first time ever in order to pull off the deal, and the price
tag, at upwards of $40 billion, dwarfs that of Microsoft's biggest acquisition
to date: that of online
ad firm aQuantive.
We're also wondering to what extent the Yahoo bid plays into something we've
discussed before -- Microsoft's attempt to move
the market to Web services rather than be moved by the market. Steve Ballmer's
still talking about Windows,
Office and servers as major revenue producers, but Microsoft's recent executive
hires and the potential $45 billion cash outlay for Yahoo seem to scream that
it's time to start thinking about the end of desktop software as we know it
and move to -- not just imagine -- a world in which most computing is delivered
via some sort of service.
Of course, for Microsoft, that would mean seriously downplaying the model and
the products that made the company what it is today -- and playing catch-up
to Google, a nimbler, more established (in Web 2.0 world, anyway) competitor.
None of that will be easy. Just ask IBM, which had considerable trouble shifting
its core business away from mainframes years ago.
But if anybody can pull it off, Redmond can. Windows and Office, while they
might not be the products of the future, are still cash cows in the present.
They could cover the cost of snapping up Yahoo, loans and all. And with new,
Web-savvy blood coming in to run things -- think Ray Ozzie and Stephen Elop
-- Microsoft seems serious about weaning itself off of a reliance on old, standby
technologies.
So, what does all this mean for partners? Well, we're not sure yet. Nobody
is. It might be time, though, to start thinking of what your place in a Microsoft
SaaS universe will be and what kinds of transitions you'll have to take your
business through to get there. Then again, you probably should have been thinking
about that for a while, anyway.
Of course, a potential Microsoft-Yahoo deal could turn out to be a disaster,
or just a flop. But it could also be the catalyst to jumpstart a rivalry with
Google that could actually end up doing both companies and the industry as a
whole a lot of good.
That is, of course, if the deal happens. Like the Pats in the Super Bowl, nothing
is a sure thing.
How do you think a Microsoft-Yahoo deal would affect your business? Sound off
at [email protected].
Posted by Lee Pender on February 05, 20080 comments
Some of the things that Microsoft has been promising for a while are coming
to fruition. This week, Redmond
released
to manufacturing Windows Server 2008 (formerly "Longhorn") and
the first Vista service pack.
Posted by Lee Pender on February 05, 20080 comments
Call it a hat trick, as Bekker serves up a tidbit on how the Southeaster...
uh, sorry, not that SEC...the Securities and Exchange Commission
might
be able to help you, partner.
Posted by Lee Pender on January 31, 20080 comments