iCloud’s real purpose: kill Windows

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Apple’s announcements yesterday about OS X 10.7 pricing (cheap), upgrading (easy), iOS 5, and iCloud storage, syncing, and media service can all be viewed as increasing ease of use, but from the perspective of Apple CEO Steve Jobs they perform an even more vital function — killing Microsoft.

Here is the money line from Jobs yesterday: “We’re going to demote the PC and the Mac to just be a device – just like an iPad, an iPhone or an iPod Touch. We’re going to move the hub of your digital life to the cloud.”

Just like they used to say at Sun Microsystems, the network is the computer. Or we could go even further and say our data […]

What Microsoft should do

Before this week’s Lockheed Martin network breach story intervened, I wrote a column about the strategic dilemma faced by Microsoft from downward trends in both product pricing and new installations for its flagship Windows and Office products. That’s on top of an overall market transition to mobile where Microsoft does not seem to be playing a leading role. What’s Steve Ballmer to do? I think that to thrive Microsoft has to turn itself into a very different company. Fortunately there are archetypes — other companies that have faced similar pressures yet gone on to reach even great corporate success. I think the time is fast coming for Microsoft to emulate Warren […]

Steve Ballmer's Nightmare

The upcoming 64-bit version of Microsoft Windows, which Microsoftologists have taken to calling Windows 8 because Redmond has yet to announce an official name, has been appearing here and there and getting some press in the process. Microsoft has made a few statements, demonstrated early version of the OS, and some alpha code has even escaped into the wild. And the image that’s emerging is of Windows 8 as Microsoft’s take on the mobile transition, with the new OS running on everything from smart phones to server clusters. It also may represent Microsoft CEO Steve Ballmer’s last chance to preserve his company’s digital dominance.

Ballmer confirmed back in January that the next major version of Windows […]

Google decides knowledge is power

Back in 2008 I declared that the information economy was giving way to what I called the search economy. The Internet was making it more important to know how to find information than to actually possess that information, because data — and therefore the fully-explored truth of any matter — might be constantly in flux. Even more to the point today, we need the same knowledge on many devices so it is usually better to find the link than to maintain multiple copies of aging data. This might explain in an ass-backwards way why Google just changed the name of its largest tech division from search to knowledge. A more accurate […]

Why Microsoft bought Skype

There is so much to write about but I’ll begin with Microsoft buying Skype for $8.5 billion. The pundits are debating whether this move by Microsoft CEO Steve Ballmer makes good business sense, but that’s the wrong way to look at it. The better approach is to wonder what would have happened had Microsoft not bought Skype? Based on the high price alone I’m fairly confident that Ballmer felt he had no choice but to buy. In fact I’m fairly certain he felt that not buying could have doomed Microsoft.

Remember eBay bought Skype a few years ago for $2.6 billion, failed to make a go of it, then took a big write-off and sold much […]