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To: Quicksilver

Both, mostly manufacturing, accounting and HR.

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That’s not raw-meater fare, bud. That’s business programming.

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The irony of vinyl, cassette tape, and VHS is that today nearly everyone simply streams or downloads music and video from the cloud.
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That’s my exact point. Today, most people can’t even name the winner or its opponent in the VCR format war.

For a fictional example, let’s make the mobile market competition between EasyOS, CheapOS, and TilesOS.

EasyOS and CheapOS are the first 2 OSes out the door, and claim over 90% market share between the 2 (let’s say around 40% for EasyOS and 53% for CheapOS - much like the early market share for VCR formats).

TileOS market share is less than 10%.

Now, how can TileOS break out of the market share basement? Only if the technology radically changes and they are on top of the wave of change, OR a major price point movement.

The prices are bottoming out because costs for mobile technology are slashed pretty low. So that’s a no go.

If mobile technology went to, say, surgical implants or some other direct neural interface and TileOS pioneered it, TileOS becomes the new leader. Otherwise, TileOS eventually meets dustbin of history, to be socked away in a museum alongside an EasyOS device and a CheapOS device, while everybody laughs at them being displayed in their neural streams via NerveOS.

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I understand your point, however I think that the Surface has done something novel: it established the 2-in-1 category and is a growing (in a shrinking PC market) billion dollar business for Microsoft.
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Apple beat them to the punch by at least 2 years with the original iPad. Not that I care about Apple products, since I own none of them.

Before that there were oddball little tablet convertibles, like Fujitsu had back in the 1990s. And who can forget the PDA craze? Microsoft had some market share in the latter, but PalmOS was it back then, because of - you guessed it - the interface.

You are correct that Microsoft will enjoy growth in the tablet sector, but that entire sector is experiencing growth - a rising tide that lifts all the boats, not just Microsoft’s.

In other words, neither of the things you mention are truly novel.

I predict the fate of IBM for Microsoft in the next 10 years. Sad, really.


76 posted on 07/18/2016 7:08:07 AM PDT by angryoldfatman
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To: angryoldfatman
Both, mostly manufacturing, accounting and HR.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
That’s not raw-meater fare, bud. That’s business programming.
It got pretty raw when 2-foot high printed core-dumps (Univac octal code) landed on my desk. My first assignment was to convert hundreds of DoD COBOL programs to the newly minted ANSI COBOL standard. Besides the differences in syntax, the compilers produced different output, so I had to delve into machine code a lot.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The irony of vinyl, cassette tape, and VHS is that today nearly everyone simply streams or downloads music and video from the cloud.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
That’s my exact point. Today, most people can’t even name the winner or its opponent in the VCR format war.

For a fictional example, let’s make the mobile market competition between EasyOS, CheapOS, and TilesOS.

EasyOS and CheapOS are the first 2 OSes out the door, and claim over 90% market share between the 2 (let’s say around 40% for EasyOS and 53% for CheapOS - much like the early market share for VCR formats).

TileOS market share is less than 10%.

Now, how can TileOS break out of the market share basement? Only if the technology radically changes and they are on top of the wave of change, OR a major price point movement.

The prices are bottoming out because costs for mobile technology are slashed pretty low. So that’s a no go.

If mobile technology went to, say, surgical implants or some other direct neural interface and TileOS pioneered it, TileOS becomes the new leader. Otherwise, TileOS eventually meets dustbin of history, to be socked away in a museum alongside an EasyOS device and a CheapOS device, while everybody laughs at them being displayed in their neural streams via NerveOS.
The next UI phase looks to be augmented/virtual reality (AR, VR) and voice. Voice isn't new but it hasn't worked that well until recently; Cortana, Google Now, and Siri are improving. The race is on and Microsoft is in a good spot to capitalize.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
I understand your point, however I think that the Surface has done something novel: it established the 2-in-1 category and is a growing (in a shrinking PC market) billion dollar business for Microsoft.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Apple beat them to the punch by at least 2 years with the original iPad. Not that I care about Apple products, since I own none of them.

Before that there were oddball little tablet convertibles, like Fujitsu had back in the 1990s. And who can forget the PDA craze? Microsoft had some market share in the latter, but PalmOS was it back then, because of - you guessed it - the interface.

You are correct that Microsoft will enjoy growth in the tablet sector, but that entire sector is experiencing growth - a rising tide that lifts all the boats, not just Microsoft’s.

In other words, neither of the things you mention are truly novel.

I predict the fate of IBM for Microsoft in the next 10 years. Sad, really.
Two points: iPad YoY sales has been declining, and it is a great portable consumption device but good for only very light productivity work, mostly due to the limitations of iOS. The Surface and OEM 2-in-1s are very good for consumption and work.

I think that if Ballmer were still CEO your prediction would likely be right. With Nadella at the helm Microsoft is at least in the race to the next big thing.
77 posted on 07/18/2016 12:17:54 PM PDT by Quicksilver (Trump / Pence 2016)
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