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March 05, 2010 10:23 AM

WinInfo Short Takes: Week of March 8, 2010

Windows IT Pro
InstantDoc ID #103673
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An often irreverent look at some of this week's other news, including massive PC sales growth for 2010, Microsoft's big bet on the cloud, a Microsoft-branded phone, Windows Phone developer dribbles, a non-surprising Apple iPad delay, and so much more...

WinInfo Blog

It's been a slow year for travel so far. I went to CES in January and then took a short Florida vacation last month, but the next few weeks are going to be busy. I'll be on the road for the better part of the next two weeks, starting first in the Seattle area for a series of Microsoft campus meetings (and a friend's birthday party, which is fun), then I'm off to Las Vegas for MIX'10 (Microsoft's web/developer conference) and the Windows 7 Deployment Workshop. I'll be a sideshow (or, as I think of it, "court jester") at the latter event, sort of, as I'll be speaking about "Windows 7 Annoyances". Since there are no problems with Windows 7, it should be a short session. Well, we'll see.
http://www.devconnections.com/shows/SP2010WIN7/default.asp?s=150

Leo and I recorded the Windows Weekly podcast on Thursday, as usual, so you can expect the new episode to be posted by the weekend.
http://www.winsupersite.com/article/Paul/windows-weekly-podcast.aspx

But wait, there's more. Don't forget to follow me on Twitter, Friendfeed, and the SuperSite Blog.
http://www.twitter.com/thurrott
http://www.friendfeed.com
http://community.winsupersite.com/blogs/paul/default.aspx

Short Takes

Gartner: PC Sales to Grow 20 Percent in 2010
Analysts at Gartner see some healthy economic growth ahead, with PC sales surging 20 percent this year, thanks to strong demand for notebook computers. The firm now expects PC makers to deliver 366 million units in 2010, which explains why Microsoft's "over 300 million" unit predictions for Windows 7 are, if anything, a conservative understatement. But the big news is that this new growth rate is a major change from Gartner's previous prediction in December, when it said it expected 13 percent PC sales growth in 2010. "The PC industry will be overwhelmingly driven by mobile PCs, thanks to strong home growth in both emerging and mature markets," said Gartner research director George Shiffler. "We expect mobile PCs to drive 90 percent of PC growth over the next three years."

Ballmer: Microsoft Bets Big on the Cloud
Microsoft CEO Steve Ballmer said this week that "90 percent" of Microsoft's employees would be working, in some way, on cloud-based solutions by next year. "This is the bet for our company," he said. "Our inspiration, our vision ... builds from this cloud base." You know, this is an interesting characterization for the company, and one that should be—but won't be—compared with Apple's recent decision to characterize itself as a mobile device company. In fact, I'd argue that Ballmer's comments are even further reaching than what Apple said. (After all, Apple has always wanted to position itself as hugely successful, and by communicating its emphasis on mobile devices only, it can help the public ignore comparatively unsuccessful products such as its desktop computer OS, with 4 percent market share, and the Apple TV.) But Microsoft has only a tiny footprint in the cloud right now, and its successes all come from legacy products such as Windows and Office, which are still delivered on old-fashioned discs. So, we'll see whether Ballmer's prediction comes true. But either way, this has the makings of a complete and unprecedented turnaround for the company—one that will make the previous Internet "tidal wave" look like a bubbling brook by comparison.

Sources Point to Microsoft-Branded Phone Sold by Verizon
There have been rumors of a Microsoft-branded phone for years, but now several sources claim that the wireless giant will sell the so-called "Pink" device starting this year. And of course the kiddie gadget blogs, having moved on to The Next Big Thing (tm), are all over this. But ... I don't know. Even if it's real, who cares? Why would anyone bother with a Microsoft phone that's not tied to the company's next big mobile platform? It just doesn't make sense.

Microsoft Dribbles Out Windows Phone Developer Info
Microsoft this week began a cautious and limited peek into the development environment it will use to support Windows Phone 7. Previously, the company had said it would reveal it at its MIX conference, happening in about 10 days in Las Vegas. But last night, Microsoft decided to drop a few vague details about what's coming. Developers familiar with technologies such as .NET, Silverlight, XNA, Web 2.0 standards, and Visual Studio will feel right at home with Windows Phone 7, Microsoft says. And that's pretty much all the company said. More info, as before, can be had at MIX. Not surprisingly, I'll be at the show, so you can expect a full report when it happens. But there might be a bit more info in advance of MIX, courtesy of the Microsoft Game Developers Conference (GDC); I won't be at that particular show, but apparently Microsoft is serious about turning Windows Phone 7 into a legitimate game platform, too, so don't be surprised if there's some phone-related goodness at GDC.

Microsoft Stands By China
And really, who wouldn't? This is a country with more Internet users than the United States, and only a tiny percentage of its population has even heard of the Internet. (And of those who have, only some have been tortured.) This week, Microsoft said that it will stick to its current development strategy for China, regardless of the outcome of Google's high-profile (if somewhat dubious) conflict with the country. "Regardless of whether or not Google stays, we will aggressively promote our search and cloud computing [in China]," Microsoft Asia-Pacific Chairman Zhang Yaqin said. "We hope to achieve a relatively important place in the China search market. But we must be very patient [as] we still need a lot of time." According to Zheng, Microsoft's China-based development teams are working on online advertising, mobile platform, and cloud computing technologies. And hey, I'm sure it's all on the up and up. It's not as if anyone's getting abused in China so that we can buy cheap products in the United States. Our collective conscious is clear.

Act Surprised, I Dare You: Apple Delays iPad
Virtually every time Apple announces a release date, you just know the company will miss it. And sure enough, Apple's promise to deliver the first iPad tablets in March has been broken. The company will instead start shipping them on April 3, and then only in the United States, and then only the version without 3G connectivity. A week from today, US-based customers who wish to purchase this first buggy and incomplete iPad can preorder it and pray that it arrives in usable shape. And in late April (wink, wink), Apple will supposedly deliver the 3G models. I think we can comfortably forget about that ever happening, of course. But my favorite part of this whole mess is this little quote from Apple CEO Steve Jobs in today's PR explaining the delay without ever actually admitting to a delay: "iPad is something completely new," he said, ignoring the fact that it's actually just a large iPod touch, or, in other words, something that is very similar to what Apple already sells. Given the lemming-like nature of Apple fans, we can expect presales to go through the roof. There's nothing those people won't buy. And that, really, is the only thing "magical and revolutionary" about the iPad. Because in these people's eyes, April is now March.

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Comments
  • James Calvell
    2 years ago
    Sep 23, 2010

    Apple seems to be waaaaay ahead of Microsoft in terms of Research and Development into new technological fields. Unfortunately, Microsoft has lost quite a big grip on not only the Market Share of Operating Systems (Mac OSX anyone?), but is now going to have problems going up against Google in terms of Search Market Share. I wish Microsoft the best of luck, but it looks like the company is getting stretched thin.
    http://hubpages.com/hub/Acai-Max-Cleanse-Scam

  • kirstenlke
    2 years ago
    Mar 11, 2010

    Really a educative and informative post, the post is good in all regards,I am glad to read this post.

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  • Charles
    2 years ago
    Mar 06, 2010

    Christopher,

    Apple has gone from all but irrelevant, in terms of marketcap, compared
    with Microsoft, to near parity. At market close on Friday, Apple was nearing $200B (because of anticipation of the iPad that Paul says is such a dud!), while MS was losing a little, to close at $249B.

    You're wrong that Apple hasn't been gaining ground the last two years: They have. In any event, look at the longer baseline and the trend is unmistakable. Finally, the last 2 years of financial meltdown are clearly extraordinary circumstances.

    (Use wolfram alpha with the query "apple marketcap divided by microsoft marketcap". You can clearly see the near extinction of Apple in 1997 and the resurgence since. Interestingly, Apple was valued at 2-3 times Microsoft prior to 1990.)

    I put the comment up because of Paul's remark that " Apple has always wanted to position itself as hugely successful", and of course, Apple IS hugely successful....more so everyday, and it is amazing that even fanboi Paul would try to pretend otherwise. It must be ashes in his mouth to see it happening, but the FACTS are indisputable.

  • Christopher
    2 years ago
    Mar 06, 2010

    "Microsoft was 33 times the size of Apple, now the ratio is 1.3."

    But you're missing an important fact, that ratio has been unchanged since 2007 as both companies have grown (and shrank) in lock-step with each other. Well, technically MSFT didn't shrink as much as AAPL at the start of the 2008 recession. Essentially Apple hasn't grown at all sine 2007 -- technically their share price was higher back then when you take into account inflation.

  • VINCENT
    2 years ago
    Mar 05, 2010

    I don't understand why these Mac fans call Microsoft products "legacy". Mac's products are also legacy products. The last time I looked, it wasn't opensource. You still program to a Mac's "legacy" API... no matter how new it is. If Windows 7 and Office 2010 are considdered legacy, than OSX and iWhatever should be considdered the same.

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