don't want to do Linux. Indeed, some of the commentary at the event related to Microsoft (Nasdaq: MSFT) and its vulnerability when it comes to large business and government accounts because: Posted on 05/02/2006 5:49:36 AM PDT by ShadowAce
2008 will be a critical year for Apple, Microsoft, and the Linux contingent. If Apple can't significantly expand its presence by then in the PC market it is likely going to be finished with this segment. Its likely path in that case will be to focus more aggressively on the consumer electronics market it currently dominates.
I mentioned last week that I was planning to attend the Linspire-sponsored Linux Desktop Summit where the discussion would include reasons the folks who build PCs don't want to do Linux. Indeed, some of the commentary at the event related to Microsoft (Nasdaq: MSFT) and its vulnerability when it comes to large business and government accounts because:
There was also a lot of discussion about what Linux should become, with some of the most interesting commentary coming from Geoffrey Moore, author of "Crossing the Chasm," who was right on in stating that Linux is going in the wrong direction with respect to the desktop.
There was little mention of the Mac OS at the conference, yet, given the success of Linux against Unix (the Mac OS has Unix at its core) you would think that platform might make a better first target for Linux than Windows would.
It was as fascinating to learn that Moore was an avid Linux supporter as it was to learn that he felt strongly it was on the wrong path for the desktop. He went into great detail as to how he felt that Microsoft was, like many of the large companies that hire him to consult, a dinosaur trying unsuccessfully to be fast moving and trendy again. He clearly felt that the company was vulnerable -- but not to Linux, considering what this system's desktop path seems to be.
Moore pointed out that things move slowly and that a good place to look for ideas for future products is among kids and young people -- and what they are currently using. Today kids are using devices like cell phones and iPods, often juggling several gadgets running at once. These devices are not all-in-ones, rather they're specialized to whatever the user wants to do. In short, they're nearly the opposite of what Windows currently is. What does that mean? It means Windows might be a poor model for future products. Future products probably won't be running on anything that looks like today's Windows.
All of this reminded me of the way in which Windows came about. Back in the 1980s, IBM's (NYSE: IBM) dominance was based on mainframes, and this firm was more powerful in its day than Microsoft is today. Companies like Fujitsu, Hitachi (NYSE: HIT) and Digital tried to make a better mainframe product than IBM. Digital even changed its name to "DEC" so it kind of looked like "IBM." Several firms actually attempted to steal IBM's proprietary technology so they could build competing products that they'd offer at lower prices.
Often people seem to think that just because they can sell something cheaper they have a major competitive advantage. For software, in particular, price is just one factor -- but it's often far from the most compelling.
As a result of focusing intently on price and IBM these folks fought over about 10 percent of the market. Some were successful in peripherals or emerging markets, but IBM actually remained dominant in mainframes.
In contrast, Microsoft, Dell (Nasdaq: DELL), and Hewlett-Packard (NYSE: HPQ) grew, not by making a better mainframe, but by helping to create and ride the next wave, personal computers. This was a wave Apple (Nasdaq: AAPL) started but couldn't ride itself. IBM couldn't move fast enough, often crippled its own products to protect existing revenue streams and recently exited the PC market after admitting it couldn't compete.
For the Linux set, focusing on Microsoft and Windows might mean those players will mirror the experiences of IBM's traditional competitors like Digital and face a similar end. To win, they need to focus not on where the market was, but where it is going, and they should do everything in their power to get there first even if that means finding a way to partner with Microsoft.
Shortly after the show last week I saw this post on the Groklaw Web site which advocates a boycott of Linux distributions and the hardware vendors who use them when FOSS (Free and Open Source Software) rules are not followed to the letter. This smacks of religious elitism -- and boycotts scare the hell out of hardware vendors, IT buyers, and consumers alike. As a result I have to wonder if it is even possible for Linux proponents to stop the infighting long enough to even think about the future, let alone get there first.
No one seems to talk much about Apple Leopard, the next version of the Mac OS. This is primarily because Apple, unlike Microsoft, is not talking about this next generation platform publicly. Based on comments by Apple chief Steve Jobs it was slated to roll out about the same time as Vista originally was, but if what I'm reading is right, it too has run into problems and won't show up until late 2007. This OS was largely modeled after what Vista was going to be. However, unlike Microsoft, Apple did not cut features to make the 2006 date, a date that Microsoft has now missed anyway. As result, Leopard may look a lot like what Vista was promised to be and, based on how Apple developed the iPod, it may also be capable of building a media center offering that works.
One of the interesting features expected to be included in Leopard is a true hardware virtualization layer, probably at least partially leveraging Intel's (Nasdaq: INTC) LG technology which should be nearly fully cooked by that time. Virtualization was supposed to be included in Windows Vista but it too slipped out of the product. As many have pointed out, virtualization could be a vastly more palatable way to gain Windows compatibility than Apple's Boot Camp now is.
One lesson that may come out of this is that removing a feature to make a deadline is a bad idea because there are dependencies that break -- and this breakage can dramatically reduce, if not eliminate, the time savings such a decision was expected to create. In addition, it makes the product look crippled -- and crippled products don't sell well. If the right people observe and learn this lesson it may result in better and timelier software products going forward from a lot of companies.
Despite all this, if this Leopard vs. Vista scenario plays out this will place the most competitive Mac OS in history -- on aggressively designed Intel based hardware -- against what may be the most competitively exposed Microsoft desktop OS since Windows Millennium Edition in the market, in the fourth quarter of 2007.
If Apple can't at least double its small share during this unique event it should abandon the Mac OS as a dead end, because this kind of opportunity will never come again.
If it does double share, which it could do by cutting a broad swath through the consumer market with a well designed media center-like product, it could dramatically change the market and remind the Linux folks that the desktop isn't about FOSS -- it's about selling the products consumers want to buy.
2008 will be a critical year for Apple, Microsoft, and the Linux contingent. If Apple can't significantly expand its presence by then in the PC market it is likely going to be finished with this segment. Its likely path in that case will be to focus more aggressively on the consumer electronics market it currently dominates.
If the Linux set can't get over its internal problems it will be bypassed, likely by something else that better blends proprietary and open source components into solutions that more accurately meet the emerging needs for appliance-like products real people want to buy. If Microsoft can't find a way to become agile and customer focused again it will clearly be on the long slow path that IBM blazed -- and that Sun is already reaching the end of.
There is potential for 2008 to be a year of change, both positive and negative, for Microsoft, Apple and Linux. This is history in the making for all three entities and we are getting a chance to witness it.
The outcome will have a great deal to do with the quality of the decisions all parties make this year. The first decision all should make is to focus unwaveringly on their customers -- if they can figure out who they really are. Of the three entities, the only one that appears to clearly understands this, so far, is Apple. 
Which is approximately zero point zero.
At least he quit putting "beleaguered" in front of Apple every time...
GMTA. I thought I'd go ahead and put this article up as it mentions all three of the mainstream OSes.
LOL!
Yeah, there's Apple, copying Microsoft's ideas, again.
Has any one tried seamonkey 1.1 ?
Gee, a "Linspire-sponsored" conference to talk about ways to run Windows apps on Linux, I wonder why they didn't mention Macs much.
IB4GE
I haven't heard this from any other source.
Yeah--I noticed he didn't source this little nugget of information.
My ROI was more than 1000%, in less than 3 years. They have sunk back to the mid-60's lately, but continue to create wealth for their stockholders. I have been thinking of buying some back, and if it sinks below 60, I will!
I just bought a Mini, to replace an older G3 iMac. I already had monitors laying around, and various USB keyboards are stacked on shelves in the back room. My daughter loves it, since she can now burn her CD's on her computer rather than using mine. They have become appliances for us, as intended!
PC guys think it is all about the computer. Mac guys know its about the users!
...
Moore pointed out that things move slowly and that a good place to look for ideas for future products is among kids and young people -- and what they are currently using. Today kids are using devices like cell phones and iPods, often juggling several gadgets running at once. These devices are not all-in-ones, rather they're specialized to whatever the user wants to do. In short, they're nearly the opposite of what Windows currently is. What does that mean? It means Windows might be a poor model for future products. Future products probably won't be running on anything that looks like today's Windows.
We're still waiting to learn what this guy who was "right on" about what Linux should not be to tell us what it should be.
Maybe we should all be running spreadsheets on iPods?
Good article. Good points. Obvious points, but good ones. Each had better overcome their current market problems or else Bill's nightmare that some other company or kid will emerge with a better product might just happen.
"If Microsoft can't find a way to become agile and customer focused again it will clearly be on the long slow path that IBM blazed"
So true. Funny the author says "Agile" as that is the process MS seems to be headed internally.
There is no Linux list per se, but I do run a Tech ping list, which gets pinged to various Linux/MS/general tech topics. I've added you. If you want off , just let me know.
Welcome Aboard!
Well, he started off pretty good, talking about the "kids today" market with multiple specialized pieces of hardware--but the thing he either didn't know, or forgot to mention, is that Linux is ALREADY a major player in providing OS's for those market segments.
But how he gets from there to Apple/Leopard is not clear.
thank you. :)
After messing with all three platforms for the past ten years or so, I have come to the following conclusions:
Linux - Very stable, but way too complicated for most (novice) users. People want to be able to plug in hardware and have it work, not plug it in, search the web for drivers, fiddle with the drivers, have the device do less than it does on other platforms, etc. Similar problem with software, you should be able to put in a disk and have it work. Which brings us to...
Apple - Almost as stable as Linux, and very easy for the novice. Everything that Linux isn't, the Apple platform is. Hardware, that which is designed for Apple, is totally plug and play. Ditto software. Apple's problem is in availability of hardware and software and the price thereof. It has gotten better, but there have still been instances with my clients where they complain that *something* isn't available for their Mac.
Windows - The compromise. Generally cheaper hardware and software than Apple. Drivers are not a problem like with Linux. Not as easy to use as Apple, but not as complex as Linux. Most hardware and software is easy to install and use, but vulnerability to viruses and spy-ware is a problem that requires a lot of attention on the part of the user.
My recommendations to my clients on buying a computer:
1. If you are a total novice (and cost is not a major factor) and just want to do specific tasks, i.e. e-mail, music, Internet, etc., Apple is the way to go. More expensive initially, but less likely to cause future headaches.
2. If money is tight, but you don't have time (or talent) to mess with your system, go Windows. Spend some extra money on a good security suite.
3. Linux is a good choice for those who want to tinker. If you have modest means and you have specific needs that Linux can meet - web browsing, e-mail, word processing, etc. - it is a good low cost choice.
All three platforms have their place and none is perfect for everyone. This "mine is better than yours" argument is silly. Different strokes for different folks. Deal with it.
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